Prevent Overbilling on Commitment Invoices

To prevent financial overruns, Procore allows companies and project administrators to restrict commitment invoices from exceeding their total contract value. When enabled, the system automatically validates billing amounts against the total scheduled value to ensure users do not overbill on a contract. 

• Required User Permissions:

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

  • 'Admin' level permissions on the company's Admin tool. 

• Additional Information:

  • To prevent financial overruns, Procore allows companies and project administrators to restrict commitment invoices from exceeding their total contract value. When enabled, the system automatically validates billing amounts against the total scheduled value to ensure users do not overbill on a contract. 

  • Enabling the restriction at the company level applies the overbilling validation across all projects in the company. 

  • Existing line-item validation continues to function as expected.

To ensure overbilling validation is active, verify the following settings:

Step 1: Configure Project Level Settings 

1. Navigate to the project's Invoicing tool.

2. Click the Configure Settings icon.

3. Under Contract Configuration, configure the overbilling prevention setting according to your preference. 

Step 2: Configure Company Level Settings 

1. Navigate to the company's Admin tool.

2. Under Project Settings, click Defaults.

3. Click Advanced Settings.

4. Mark the Prevent Overbilling on All Projects checkbox. 

Step 3: Resolve Overbilling Validation Errors 

If a user attempts to save a commitment invoice that exceeds the total contract value, an error banner appears at the top of the invoice: "Some Items Have Been Overbilled. Adjust your billing amounts and save again." 

1. Click Show Details in the banner to view the specific error.