Bulk Edit Subcontractor Invoice Status with the Invoicing Tool

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.

      Entrepreneurs généraux
      Anglais (États-Unis) - Par défaut

      Propriétaires
      Anglais (Terminologie du propriétaire V2)

      Entrepreneurs spécialisés
      Anglais (terminologie des entrepreneurs spécialisés)

      Facturation

      Facturation

      Facturations proportionnelles

      Propriétaire

      Financement

      Propriétaire

      Propriétaire/Client

      Propriétaire/Client

      GC/Client (en anglais seulement)

      Ordre de changement au contrat principal

      Ordre de changement au financement

      ordre de changement de contrat de client

      Contrats principaux

      Financement

      Contrats clients

      Chiffre d’affaires

      Financement

      Chiffre d’affaires

      Contrat de sous-traitance

      Contrat

      Contrat de sous-traitance

      Sous-traitant

      Entrepreneur

      Sous-traitant

      Ventilation des coûts des sous-traitants (VDCST)

      Ventilation des coûts de l’entrepreneur (CSOV)

      Ventilation des coûts des sous-traitants (VDCST)

      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

Use the steps below to change the status of multiple subcontractor invoices at once.

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.

  2. Click the Subcontractor tab.

  3. Mark the checkboxes that correspond to the commitments with invoices:

     Note

    To change the status of the selected invoices in bulk, each commitment that you select must have an invoice.

    • To select all invoices, mark the checkbox that corresponds to the heading in the Status column. This selects all of the commitments in the list.

    • To select individual invoices, mark the checkbox that corresponds to an commitment line item.

  4. Click Edit.

  5. Select the appropriate status from the Select a Status drop-down list.
    bulk-edit-sub-invoice-status.png

     Notes

  6. Click Save Edits.
    save-edits-sub-invoice.png

     Tip

    Why isn't the Save Edits button active? An invoice doesn't exist for one (1) or more of the selected commitment(s).

See Also

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