Preview a Subcontractor Invoice

Using Owner or Specialty Contractor Terminology?

Procore can be configured to use terminology specific to General Contractors, Owners, or Specialty Contractors. Learn how to apply the dictionary options.

  • To learn the differences: Show/Hide

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials.

      Generalunternehmer
      Englisch (Vereinigte Staaten) - Standard

      Besitzer
      Englisch (Terminologie für Eigentümer v2)

      Fachunternehmer
      Englisch (Terminologie für Fachunternehmer)

      Fakturierung

      Fakturierung

      Teilabrechnungen

      Eigentümer

      Finanzierung

      Eigentümer

      Auftraggeber/Kunde

      Auftraggeber/Kunde

      GC/Kunde

      Nachtrag zum Debitorenvertrag

      Nachtrag zur Finanzierung

      Nachtrag zum Debitorenvertrag

      Debitorenverträge

      Finanzierung

      Kundenverträge

      Einnahme

      Finanzierung

      Einnahme

      Untervertrag

      Vertrag

      Untervertrag

      Subunternehmer

      Unternehmer

      Subunternehmer

      Leistungsverzeichnis für Subunternehmer (Sub-LV)

      Leistungsverzeichnis für Auftragnehmer (CSOV)

      Leistungsverzeichnis für Subunternehmer (Sub-LV)

      About These Dictionaries

      • Default Setting: The 'General Contractor' dictionary is enabled by default for all accounts.

      • Availability: These alternate dictionaries in italics are available in US English only.

      How to Switch Your Dictionary

      To change your company's terminology to the Owner or Specialty Contractor dictionary, contact your company's . They will work with your Procore Point of Contact to make the change.

Background

After you create a new subcontractor invoice, you can preview what it will look like in its final format by expanding the 'Summary Preview' container in the invoice.

Things to Consider

  • Required User Permissions:

    • You must be an invoice contact on a commitment.

    • You must submit your invoice before the 'Due Date' on the invoice.

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.

  2. Click the Subcontractor Invoice tab.

  3. Locate the invoice that you want to preview and click to open it.

  4. Click the arrow next to 'Summary Preview' to expand the section.
    This gives you a preview of what the invoice will look like in its final format.

    summary-preview.png

See Also

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