Invoicing - Release Notes
Below are the notable changes to the project's Invoicing tool (also known as the Progress Billings tool in some accounts).
Recent Changes
Commitment Invoice retainage controls Now In General Availability (10/02/2025)
Procore is please to announce the general availability of commitment invoice retainage controls for Invoice Management. The new 'Subcontractor Default Invoice Type' drop-down in Configure Settings: Invoicing lets 'Admin' users determine billable columns—Work and Materials, and/or Retainage. 'Admin' users can select billing options when sending invites to bill and set a default invoice type for invoices created by subcontractors without an invite. Learn more about this feature by visiting Send an Invite to Bill to an Invoice Contact and Accept or Decline an Invite to Bill as an Invoice Contact.
Automated Movement of Stored Materials on Invoices Now In General Availability (10/02/2025)
Procore is pleased to announce the general availability of automated movement of stored materials on invoices. This feature automatically transfers stored materials balances to the "Work Completed from Previous Application" column on subsequent invoices, streamlining the invoicing process for both owners and subcontractors. This functionality eliminates manual adjustments and reduces the risk of errors, saving you time and improving accuracy. Learn more about this feature by visiting About Stored Materials.
Conditional Routing for Commitment Invoices Based on Stored Materials Now Generally Available (28/01/2025)
Procore has introduced a new feature in the Workflows tool that allows Project Managers and Project Accountants to route commitment invoices through workflow steps based on Materials Stored Amount. The Materials Stored Amount option enables users to set a dollar threshold for workflow routing, allowing conditional routing of workflows based on a specified amount of Stored Materials. To learn more, see Create a Workflow Template and What are the different types of steps in a workflow?
Enhanced Commitment Invoicing Workflow Conditionals (06/01/2025)
Procore updated the Workflows tool with new conditional routing options for subcontractor invoices to improve flexibility. Invoices can now be routed through workflow steps based on factors such as Gross Amount, Retainage Released Amount, Total Retainage Released, and Total Completed and Stored to Date. See Create a Workflow Template and What are the different types of steps in a workflow?
Beta Commitment Invoice retainage controls for invoice management (10/12/2024)
A new ‘Subcontractor Default Invoice Type’ drop-down in Configure Settings: Invoicing allows ‘Admin’ users to determine what columns are billable on an invoice–Work and Materials, and/or Retainage. When sending invites to bill, ‘Admin’ users can now select what can be billed for on the invoice created from that invite. Users can also set a default invoice type for invoices created by subcontractors who aren’t sent an invite. See Send an Invite to Bill to an Invoice Contact and Accept or Decline an Invite to Bill as an Invoice Contact.
Bill for Stored Materials on Unit Quantity Contracts (11/11/2024)
Procore is excited to announce the general availability of the Stored Materials on Unit Quantity Contract Invoices, allowing Procore Invoice Management users to bill for and track stored materials directly in Procore’s Unit/Quantity-based subcontractor and owner invoices. These capabilities enhance efficiency and help teams ensure accurate billing. To learn more, see About Stored Materials on Invoices.
Beta Automated Movement of Stored Materials on Invoices (12/08/2024)
Procore implemented a configuration that, when enabled, automatically moves Stored Materials balances to the Work Completed from Previous Application column on the next invoice created. This configuration applied to both Owner and Subcontractor Invoices. To access the new stored materials functionality, teams must join the Closed Beta program for Automated Movement of Stored Materials. For information, contact your Procore point of contact. To learn more, see About Stored Materials.
Beta Bill for stored materials on unit/quantity-based Contracts (15/08/2024)
Teams participating in the Owner Invoice and Subcontractor Invoice Beta programs can now bill for stored materials using the ‘Unit/Quantity-Based’ accounting method. Billing for stored materials on invoices helps contractors recover costs and ensures accurate documentation by differentiating between installed and stored materials. To access the new stored materials functionality, teams must join the Closed Beta program for Unit/Quantity-Based contracts for each invoice type. For information, contact your Procore point of contact. To learn how to use the functionality, see About Stored Materials on Invoices.
Include Procore Pay Lien Waivers in Subcontractor Invoice Backups (12/08/2024)
Procore has updated the Project level Invoicing tool for payors using Procore Pay. Now, when compiling a subcontractor invoice backup, the system includes any first- and sub-tier lien waivers in the downloadable PDF backup file. This enhancement streamlines documentation, providing comprehensive proof of payment and supporting documents need to efficiently resolve non-payment disputes. See Compile Subcontractor Invoice Backups with the Invoicing Tool.
Improved File Names for Subcontractor Invoice Backup PDFs (12/08/2024)
Whenever a user compiles a subcontractor invoice backup, Procore sends the user an email when the file is ready to download. Before this update, Procore always named the backup file "subcontractor_invoice_backup.pdf". To improve clarity and ease of identification, Procore now automatically appends the project name, project number, date, and time of the compile in the file name. For an example, see Compile Subcontractor Invoice Backups with the Invoicing Tool.
Improved Sorting in Subcontractor Invoice Backup PDFs (06/08/2024)
When compiling subcontractor invoice backups, Procore now sorts invoices by 'Contract #' in ascending order. It also applies a secondary sort by 'Invoice Position' number. This improves the clarity and organization of the invoices included in the downloadable backup file. To learn more, see Compile Subcontractor Invoice Backups with the Invoicing Tool.
Change Order Titles Now Display on Owner Invoice PDFs (25/07/2024)
Now, when you export owner invoice PDFs, you will see the complete titles of your change orders, not just the numbers, bringing clarity and ease to your invoicing process. Before exporting, simply apply the Prime Contract Change Order, Potential Change Order, or Change Order Request options to the Schedule of Values using the 'Select Groups to Display' menu for both the 'Industry Standard' and 'Custom Configuration' column views. To learn more, see Export Owner Invoices.
Improved Subtotals Display on Owner Invoice PDFs (22/07/2024)
To enhance the consistency and clarity of continuation sheets on exported owner invoice PDFs, Procore updated group subtotals to appear at the bottom of each group, instead of at the top within the row group heading. Additionally, any extra groupings were also displayed at the bottom, aligning with industry expectations for a cleaner, more organized presentation. To learn how to export an owner invoice, see Export Owner Invoices.
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.