Configure Simplified Invoicing Defaults for Commitments

Procore administrators can configure the default settings for new commitment contracts in the Invoicing Configuration settings. Enabling Simplified Invoicing as a default setting streamlines the billing workflow for newly created purchase orders and subcontracts.

• Required User Permissions:

  • 'Admin' level permissions on the project's Invoicing tool or Commitments tool.

• Additional Information:

  • Changing this setting applies only to newly created subcontracts and purchase orders. Existing commitments are not affected.

  • To switch an existing commitment contract to Simplified Invoicing, you must delete all current invoices on that contract first.

An active commitment contract template or project-level invoicing configuration must be set up.

1. Navigate to the project's Invoicing tool.

2. Click the Configure Settings icon.

3. Scroll to the 'Default Commitment Settings' section.

4. Locate the Invoicing Method option and select Simplified Invoicing.

5. Click Save Changes.