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Procore

(Beta) View Funding Invoices

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 In Beta
This content is for participants in the Project Financials: Modernized Experience for Prime Contracts beta program. 
 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To view the invoices associated with a funding.

Background

To navigate to the invoices associated with a funding, click the 'Invoices' tab in the funding.


Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool.

Steps

  1. Navigate to the project's Funding tool.
  2. In the fundings table, locate the funding.
  3. Click the contract's Number link to open it.
  4. In the contract, click the Invoices tab to view the 'Invoices (Payment Applications)' table.
    funding-invoicing-tab.png
  5. Choose from these options:
    • To review the invoice line items, scroll to the up/down and left/right.
    • To open an invoice, click its Number link.

See Also