Procore can be configured to use terminology specific to General Contractors, Owners, or Specialty Contractors. Learn how to apply the dictionary options.
Use the steps below to change the status of multiple subcontractor invoices at once.
You can edit subcontractor invoice status in bulk only with the Invoicing tool.
Navigate to the project's Invoicing tool.
Click the Subcontractor tab.
Mark the checkboxes that correspond to the commitments with invoices:
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.
Click Edit.
Select the appropriate status from the Select a Status drop-down list.
To learn more about statuses, see What are the default statuses for Procore invoices?
When creating an invoice (see Create a Subcontractor Invoice), change the invoice's status to 'Under Review' when you are ready to send it to the invoice administrator. The administrator can then change its status to 'Approved' as needed.
Users with 'Standard' level permissions can bulk edit invoices only when the invoice is in the 'Draft' or 'Revise & Resubmit' status.
Click Save Edits.
Why isn't the Save Edits button active? An invoice doesn't exist for one (1) or more of the selected commitment(s).
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