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Procore

Invoicing

 For Procore Customers in the United States

flag-us.png  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

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Integrations
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To browse and search all Procore training videos, visit our video library.

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

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Send Subcontractor Progress Billings Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit an Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Set Up Invoicing

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create and Send Contractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Contractor Invoice on Behalf of a Contractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review a Contractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner as Collaborator - Review an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Review Progress Billings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitment Management

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitments Configuration

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Send Subcontractor Progress Billings Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit an Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Set Up Invoicing

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create and Send Contractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Contractor Invoice on Behalf of a Contractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review a Contractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner as Collaborator - Review an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Review Progress Billings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitment Management

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitments Configuration

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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 None Read Only Standard Admin
Bulk Edit Subcontractor Invoice Status with the Invoicing Tool       icon-mindtouch-table-check.png 1
Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool       icon-mindtouch-table-check.png 1
Compile Subcontractor Invoice Backups with the Invoicing Tool       icon-mindtouch-table-check.png 1
Configure Settings: Invoicing       icon-mindtouch-table-check.png 1
Create Automatic Billing Periods       icon-mindtouch-table-check.png 1
Create Manual Billing Periods       icon-mindtouch-table-check.png 1
Create a Subcontractor Schedule of Values (SSOV)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 1
Edit Billing Periods       icon-mindtouch-table-check.png 1
Manage Billing Periods       icon-mindtouch-table-check.png 1
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 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        icon-mindtouch-table-check.png
Create a Record for a Payment Received       icon-mindtouch-table-check.png
Delete Owner Invoices       icon-mindtouch-table-check.png
Edit Owner Invoices       icon-mindtouch-table-check.png
Email Owner Invoices       icon-mindtouch-table-check.png
Export Owner Invoices       icon-mindtouch-table-check.png
View a Summary Preview of an Owner Invoice       icon-mindtouch-table-check.png

Commitments

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

Task None Read Only Standard Admin
Accept or Decline an 'Invite to Bill' as an Invoice Contact   icon-mindtouch-table-check.png 4    
Add a New Payment to the Payments Issued Tab of a Commitment       icon-mindtouch-table-check.png
Add Invoice Contacts to a Purchase Order or Subcontract (Legacy)       icon-mindtouch-table-check.png
Add Invoice Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add a Subcontractor SOV to a Commitment       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Create an Invoice on Behalf of an Invoice Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a New Subcontractor Invoice as an Invoice Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a Subcontractor Invoice for Release of Retainage     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Create a Payment Received for a Prime Contract       icon-mindtouch-table-check.png
Delete a Subcontractor Invoice     icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png
Enable or Disable a Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Forward a Subcontractor Invoice by Email     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Review a Subcontractor Invoice as an Invoice Administrator       icon-mindtouch-table-check.png
Review Invoice Line Items as an Invoice Contact     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Revise & Resubmit a Subcontractor Invoice as an Invoice Contact     icon-mindtouch-table-check.png 4  
Send an 'Invite to Bill' to an Invoice Contact       icon-mindtouch-table-check.png
Set or Release Retainage on a Subcontractor Invoice     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Submit a New Invoice as an Invoice Contact   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png

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

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.

improved navigation for schedule of values (19/04/2024)

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.