Invoicing

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For Procore Customers in the United States

When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.

To learn the differences: Show/Hide

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

General Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Specialty Contractors English (Specialty Contractor Terminology)
Invoicing	Invoicing	Progress Billings
Owner	Funding	Owner
Owner/Client	Owner/Client	GC/Client
Prime Contract Change Order	Funding Change Order	Client Contract Change Order
Prime Contracts	Funding	Client Contracts
Revenue	Funding	Revenue
Subcontract	Contract	Subcontract
Subcontractor	Contractor	Subcontractor
Subcontractor Schedule of Values (SSOV)	Contractor Schedule of Values (CSOV)	Subcontractor Schedule of Values (SSOV)

With Procore's Invoicing tool, your company can simplify the invoice collection, review, and approval process on all of your construction projects. Invoices that once took days to complete, can now be processed in a few minutes using Procore's paperless invoice management features. The Invoicing tool is designed specifically for Procore users with 'Admin' permission on the Commitments and/or Prime Contracts tool.

Generate accurate invoices for owner and subcontractor contracts
Streamline the collection, review, and approval process with billing stakeholders
Increase confidence that invoice amounts match work completed to reduce rework and prevent overbilling

Popular Tutorials (view all)

Top FAQ (view all)

Quick Links

Set Up Invoicing - Owner

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create a Contractor Invoice on Behalf of a Contractor - Owner

Create a Client Invoice - Owner

Create and Send Subcontractor Invoice Invitations - General Contractor

Create and Send Contractor Invoice Invitations - Owner

Submit an Invoice - Subcontractor as Collaborator

Review a Subcontractor Invoice - General Contractor

Review a Contractor Invoice - Owner

Review an Owner Invoice - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Invoicing Settings

Create and Send Subcontractor Invoice Invitations

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create a Client Invoice

Review a Subcontractor Invoice

Specialty Contractor - Create Client Progress Billings

Specialty Contractor - Set Up Progress Billings

Specialty Contractor - Create Subcontractor Progress Billings on Behalf of a Subcontractor

Specialty Contractor - Send Subcontractor Progress Billings Invitations

Subcontractor - Submit an Invoice

Owner - Set Up Invoicing

Owner - Create an Owner Invoice

Owner - Create and Send Contractor Invoice Invitations

Owner - Create a Contractor Invoice on Behalf of a Contractor

Owner - Review a Contractor Invoice

Owner as Collaborator - Review an Owner Invoice

Specialty Contractor - Review Progress Billings

Commitment Management

Commitments Configuration

Create an Owner Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Configure Invoicing Settings

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create and Send Subcontractor Invoice Invitations

Create an Owner Invoice

Review a Subcontractor Invoice

Configure Invoicing Settings

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create and Send Subcontractor Invoice Invitations

Create an Owner Invoice

Review a Subcontractor Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Set Up Invoicing - Owner

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create a Contractor Invoice on Behalf of a Contractor - Owner

Create a Client Invoice - Owner

Create and Send Subcontractor Invoice Invitations - General Contractor

Create and Send Contractor Invoice Invitations - Owner

Submit an Invoice - Subcontractor as Collaborator

Review a Subcontractor Invoice - General Contractor

Review a Contractor Invoice - Owner

Review an Owner Invoice - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Invoicing Settings

Create and Send Subcontractor Invoice Invitations

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create a Client Invoice

Review a Subcontractor Invoice

Specialty Contractor - Create Client Progress Billings

Specialty Contractor - Set Up Progress Billings

Specialty Contractor - Create Subcontractor Progress Billings on Behalf of a Subcontractor

Specialty Contractor - Send Subcontractor Progress Billings Invitations

Subcontractor - Submit an Invoice

Owner - Set Up Invoicing

Owner - Create an Owner Invoice

Owner - Create and Send Contractor Invoice Invitations

Owner - Create a Contractor Invoice on Behalf of a Contractor

Owner - Review a Contractor Invoice

Owner as Collaborator - Review an Owner Invoice

Specialty Contractor - Review Progress Billings

Commitment Management

Commitments Configuration

Create an Owner Invoice

Invoicing

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.

Invoicing

Task	Read Only	Standard	Admin
Bulk Edit Subcontractor Invoice Status with the Invoicing Tool			¹
Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool			¹
Compile Subcontractor Invoice Backups with the Invoicing Tool			¹
Configure Settings: Invoicing			¹
Create Automatic Billing Periods			¹
Create Manual Billing Periods			¹
Create a Subcontractor Schedule of Values (SSOV)	²	²	¹
Edit Billing Periods			¹
Manage Billing Periods			¹
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool	²	²

¹ To perform this task from the project's Invoicing tool, you must be an invoice administrator.

² To perform this task, you must have the permissions designated in the tutorial, and you must be an invoice contact. By default, invoice contacts are added to the 'Private' list of a commitment.

Prime Contracts

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Create a Owner Invoices
Create a Record for a Payment Received
Delete Owner Invoices
Edit Owner Invoices
Email Owner Invoices
Export Owner Invoices
View a Summary Preview of an Owner Invoice

Commitments

The following table highlights which user permissions are required to perform the described user action with the Invoicing tool.

Task	Read Only	Standard
Accept or Decline an 'Invite to Bill' as an Invoice Contact	⁴
Add a New Payment to the Payments Issued Tab of a Commitment
Add Invoice Contacts to a Purchase Order or Subcontract (Legacy)
Add Invoice Contacts to a Purchase Order or Subcontract
Add a Subcontractor SOV to a Commitment
Create a Payment Issued
Create an Invoice on Behalf of an Invoice Contact		¹
Create a New Subcontractor Invoice as an Invoice Contact		¹
Create a Subcontractor Invoice for Release of Retainage		³
Create a Payment Received for a Prime Contract
Delete a Subcontractor Invoice		⁶
Enable or Disable a Subcontractor SOV Tab on a Commitment
Enable the Payments Issued Tab on a Commitment
Forward a Subcontractor Invoice by Email		²
Review a Subcontractor Invoice as an Invoice Administrator
Review Invoice Line Items as an Invoice Contact		²
Revise & Resubmit a Subcontractor Invoice as an Invoice Contact		⁴
Send an 'Invite to Bill' to an Invoice Contact
Set or Release Retainage on a Subcontractor Invoice		³
Submit a New Invoice as an Invoice Contact	¹	¹
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool	⁵	⁵

¹ To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Invoice Contact on the commitment. See What is an invoice contact?

² To perform this task, downstream collaborators should be designated as an invoice contact on the commitment. See What is an invoice contact?

³ To perform this task and to release retainage during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See What is an invoice contact? To set retainage, you must be a user with 'Admin' level permissions on the Commitments tool.

⁴ To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract.

⁵ To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list.

⁶ The invoice must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.

Below are the notable changes to the project's Invoicing tool (also known as the Progress Billings tool in some accounts).

Recent Changes

Beta Prefill Owner Invoice Retainage Amounts on Owner Invoices (16/07/2024)

For users participating in the Owner Invoice Beta program, you can now automatically populate retainage amounts from subcontractor invoices. The owner invoice prefill feature reduces manual entry and ensures accurate entry of held and released retainage amounts. To learn more, see How does Procore automatically complete amounts on an owner invoice? (Beta) and Create Owner Invoices (Beta).

Updated Export > PDF with Attachments Option for Subcontractor Invoices (24/05/2024)

Procore has updated the Export > PDF with Attachments menu option to download the compiled PDF file with attachments directly to your computer. Before the update, Procore send the PDF to you by email when the invoice and attachments were ready. To learn more, see Export a Subcontractor Invoice.

IMPROVED ROW GROUPS ON OWNER INVOICE SCHEDULE OF VALUES (24/05/2024)

When you create a new owner invoice, the row groups on the new invoice's Schedule of Values now mirror the user's most recent groupings from the previous invoice. This consistency makes data entry easier, especially when users create new invoices for progress payments. To learn how to create an invoice, see Create Owner Invoices.

Customize OWNER INVOICE NUMBERING System ON MODERNIZED EXPERIENCE (20/05/2024)

For users on the modernized owner invoice experience, Procore has updated its invoice numbering system. Users can now create a customized numbering scheme that automatically increments to the next number in the sequence when creating future invoices. To learn more, see Can I customize the numbering system for financial objects in Procore?

Budget Changes on Owner Invoicing (13/05/2024)

Budget Changes is now available on owner invoicing. The highly-anticipated feature allows clients to directly include approved budget changes in owner invoices, improving transparency with the use of contingency funds. Users can simplify their billing process and reduce the need for separate Prime Contract Change Orders. This feature is only available for clients that are opted into the Modernized Owner Invoice Experience, and are migrated to the new Budget Changes tool. To learn more, see About Budget Changes on Owner Invoices.

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates.

Owner Invoices added to Workflows Open Beta (13/03/2024)

Owner Invoices has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Invoice Workflow.

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETAINAGE IS RELEASED (24/04/2023)

Subcontractor invoices have a new warning banner that will appear when retainage is released. The banner will appear from the Schedule of Values (SOV) card once retainage amount is entered and released. See Set or Release Retainage on a Subcontractor Invoice.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Invoice Experience Date (26/01/2023)

The option to switch between the beta and legacy subcontractor invoice experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.

For Procore Customers in the United States

Billing Periods

Subcontractor Invoices

Invoicing Settings & Configuration

Owner Invoices

Integrations

Tip

Set Up Invoicing - Owner

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create a Contractor Invoice on Behalf of a Contractor - Owner

Create a Client Invoice - Owner

Create and Send Subcontractor Invoice Invitations - General Contractor

Create and Send Contractor Invoice Invitations - Owner

Submit an Invoice - Subcontractor as Collaborator

Review a Subcontractor Invoice - General Contractor

Review a Contractor Invoice - Owner

Review an Owner Invoice - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Invoicing Settings

Create and Send Subcontractor Invoice Invitations

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create a Client Invoice

Review a Subcontractor Invoice

Specialty Contractor - Create Client Progress Billings

Specialty Contractor - Set Up Progress Billings

Specialty Contractor - Create Subcontractor Progress Billings on Behalf of a Subcontractor

Specialty Contractor - Send Subcontractor Progress Billings Invitations

Subcontractor - Submit an Invoice

Owner - Set Up Invoicing

Owner - Create an Owner Invoice

Owner - Create and Send Contractor Invoice Invitations

Owner - Create a Contractor Invoice on Behalf of a Contractor

Owner - Review a Contractor Invoice

Owner as Collaborator - Review an Owner Invoice

Specialty Contractor - Review Progress Billings

Commitment Management

Commitments Configuration

Create an Owner Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Configure Invoicing Settings

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create and Send Subcontractor Invoice Invitations

Create an Owner Invoice

Review a Subcontractor Invoice