Invoicing

了解执行此工具中描述的操作需要哪些用户权限。

 Important

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.

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

#0261 #12261995 该操作在 Procore 的 Web、iOS 和/或 Android 应用程序上可用。点击查看文章。

Icon Mindtouch Table Check用户可以使用此权限级别执行操作。

Icon Mindtouch Table Check Gp用户可以在满足此权限级别以及一项或多项附加要求的情况下执行此操作，例如细分权限。

Invoicing
Prime Contracts
Commitments

Invoicing

Invoicing Tutorials
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

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

Prime Contracts Tutorials
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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'Read Only' and 'Standard' level users must also be added to the 'Private' field in the contract.

Commitments

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

Commitments Tutorials
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 Purchase Order Contract

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  • Create Purchase Order Contract

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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' or 'Standard' level permissions must also be the 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 the Invoice Contact on the purchase order or subcontract.

Create a Subcontractor Schedule of Values (SSOV)
Web

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'Standard' level users must also be an Invoice Contact and on the 'Private' list for the commitment.

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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Edit a Purchase Order
Web iOS Android

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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 the 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 the Invoice Contact on the purchase order or subcontract.

Search Commitments
Web iOS Android

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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 'Read Only' or 'Standard' level permissions must also be the 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 the Invoice Contact on the contract.

Instructions
Locations