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.

      総合工事業者
      英語 (米国) - 既定

      所有者
      英語 (発注者用語 V2)

      専門業者
      英語 (専門業者用語)

      請求

      請求

      未成工事支出金請求書

      発注者

      融資

      発注者

      オーナー/クライアント

      オーナー/クライアント

      GC/クライアント

      元請契約変更指示

      資金調達の変更指示

      クライアント契約変更指示

      元請契約

      融資

      クライアント契約

      収入

      融資

      収入

      下請け

      契約

      下請け

      下請け

      請負人

      下請け

      下請金額明細 (SSOV)

      請負業者の価値表 (CSOV)

      下請金額明細 (SSOV)

      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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