Réviser une facture de sous-traitant en tant qu’administrateur des factures

If you are an invoice administrator for your project, it's important to ensure the invoices submitted by your downstream collaborators are accurate. To support that, Procore provides you with the ability to approve or reject individual line item(s) on an invoice's Schedule of Values card. To approve or reject line item(s), your Procore user account must be assigned the required user permissions detailed below. Once you have been granted the appropriate permissions, you can use the steps below to review the invoices submitted to your team for payment.

• Réviser et renvoyer une facture de sous-traitant en tant que contact de facturation

• Créer une facture de sous-traitant

• La facture doit avoir le statut « En cours de révision ».

1. Navigate to the project's Invoicing tool.

2. Click the Subcontractor tab.

3. Locate the invoice to review and click its Invoice link.

4. Scroll to the Schedule of Values card.

5. Click the Edit button.

6. In the Line Item Approval column, approve or reject each line item on the invoice as follows:
   

   Note

   As you review each line item, keep in mind:

   • Invoice administrators can review line items on any invoice:

     • You are NOT limited to reviewing only the most recent invoice.

     • Rejecting line item(s) does NOT change line item amount(s). Amounts must be updated by an invoice administrator or invoice contact.

     • Downstream invoice contacts can only update invoices when granted the required user permissions to submit invoices. See

       Revise & Resubmit an Invoice as an Invoice Contact.

   • If you have turned the 'Show Amounts Subcontractors Claim' toggle ON in the Invoicing tool the 'Proposed Amount' column appears.

     • To learn how to create a payment schedule from the Invoicing tool, see

       Create a Payment Schedule.

     • To learn how to create a payment schedule from the Progress Billings tool, see Create a Payment Schedule from the Progress Billings Tool.

     • When this toggle is turned ON, Procore includes the rejection comment on the invoice in the "Reasons for Difference" box in the PDF export of the invoice.

   • The 'Proposed Amount' column can reflect what an invoice contact submitted, a user with 'Admin' level permissions can adjust the 'Work Completed This Period' and 'Materials Presently Stored' columns separately to set the appropriate amounts.

   • To approve a line item, click the GREY checkmark to approve it. A GREEN checkmark indicates you have approved the line item.

   • To reject a line item

     1. Click the GREY 'x' to reject it. A RED 'x' indicates you have rejected the line item. This opens the Reason (Optional) box.

     2. Enter a reason in the Reason (Optional) box.

     3. Click Add.
        

        Important

        Comments entered in the 'Reason (Optional)' box are NOT included in the automated email sent to the invoice contact. However, you can export a PDF that includes a 'Reasons for Difference' table that shows the comments as entered. See Export a Subcontractor Invoice.

7. Click one (1) of the save options:

   • Save. Click this button to save the invoice and keep it in the Under Review status.
     OR

   • Save & Change Status. Click this button to open the Save Edits and Change Status window. Then, select the desired status and enter any information that you want to convey to the invoice contact in the Overall Comments box. Then click Save & Change Status.