Invoicing

User access to the Project level Invoicing tool depends on the user's access permission to the contracts in the Project level Prime Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool.

Invoicing

Show/Hide Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important

Permissions for Invoicing are granted by assigning permissions for the Project level Commitments tool.

Some actions that impact this tool are done in other Procore tools.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action

None

Read Only

Standard

Admin

Notes

Bulk Edit Subcontractor Invoice Status with the Invoicing Tool
Web

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Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool
Web

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Compile Subcontractor Invoice Backups with the Invoicing Tool
Web

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Configure Settings: Invoicing
Web

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Create Automatic Billing Periods
Web

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Create Manual Billing Periods
Web

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Edit Billing Periods
Web

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Manage Billing Periods
Web

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Prime Contracts

Show/Hide Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the project's Prime Contracts tool?

Action

None

Read Only

Standard

Admin

Notes

Create a Owner Invoices
Web

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Create a Record for a Payment Received
Web

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Delete Owner Invoices
Web

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Edit Owner Invoices
Web

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Email Owner Invoices
Web

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Export Owner Invoices
Web

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View a Summary Preview of an Owner Invoice
Web

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View a Prime Contract That is Not Private
Web iOS Android

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View a Private Prime Contract You were Added To
Web iOS Android

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  • Users with 'Read Only' or 'Standard' level permissions must also be added to the 'Private' field in the client contract. See Create Prime Contracts.

  • This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Commitments

Show/Hide Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the project's Commitments tool?

Action

None

Read Only

Standard

Admin

Notes

Accept or Decline an 'Invite to Bill' as an Invoice Contact
Web

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Users must also be the invoice contact on the purchase order or subcontract.

Add a New Payment to the Payments Issued Tab of a Commitment
Web

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Add Invoice Contacts to a Purchase Order or Subcontract
Web

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Add a Subcontractor SOV to a Commitment
Web

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Create a Payment Issued
Web

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Create a Purchase Order
Web iOS Android

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  • Create a Purchase Order Contract

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  • Create a Purchase Order Contract

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This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished.

Create an Invoice on Behalf of an Invoice Contact
Web

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Create a New Subcontractor Invoice as an Invoice Contact
Web

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Users with 'Read Only' level permissions must also be designated as an invoice contact on the purchase order or subcontract.

Create a Subcontractor Invoice for Release of Retainage Before, During, or After the Current Billing Period
Web

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Create a Subcontractor Invoice for Release of Retainage During the Current Billing Period
Web

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Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.

Create a Subcontractor Schedule of Values (SSOV)
Web

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  • Create Purchase Order
    AND

  • Create Subcontract

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  • Create Purchase Order
    AND

  • Create Subcontract

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Create a Payment Received for a Prime Contract
Web

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Delete a Subcontractor Invoice
Web

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  • Update Purchase Order Contract
    AND

  • Update Work Order Contract

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  • Update Purchase Order Contract
    AND

  • Update Work Order Contract

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Edit a Commitment's Schedule of Values
Web iOS Android

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  • Update Purchase Order Contract
    AND

  • Update Work Order Contract

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  • Update Purchase Order Contract
    AND

  • Update Work Order Contract

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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

Edit a Purchase Order
Web iOS Android

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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

Enable or Disable a Subcontractor SOV Tab on a Commitment
Web

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Enable the Payments Issued Tab on a Commitment
Web

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Forward a Subcontractor Invoice by Email
Web

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Review a Subcontractor Invoice as an Invoice Administrator
Web

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Review Invoice Line Items as an Invoice Contact
Web

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Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.

Revise & Resubmit a Subcontractor Invoice as an Invoice Contact
Web

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Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.

Search Commitments
Web iOS Android

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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

Send an 'Invite to Bill' to an Invoice Contact
Web

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Set or Release Retainage on a Subcontractor Invoice Before, During, or After the Current Billing Period
Web

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Set or Release Retainage on a Subcontractor Invoice During the Current Billing Period
Web

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Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.

Submit a New Invoice as an Invoice Contact
Web

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Users with 'Read Only' or 'Standard' level permissions must also be the invoice contact on the purchase order or subcontract.

Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool
Web

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Users with 'Read Only' and 'Standard' level permissions must also be an invoice contact.

Instructions
Meetings