Invoicing - Tutorials

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Note

The tutorials on this page reflect updates included in the Financials Management: New Admin & Collaborator Views for Subcontractor Invoices release. To give you time to preview the design changes, Procore is providing users with the option to switch between the new and legacy experience until February 2023 in the user interface. After this date, the ability to exit out of the new experience will be removed and the legacy experience will no longer be available in Procore. To view the tutorials that detail the legacy experience, please visit the Commitments tool.

Tutorials

Downstream Invoices

For Invoice Contacts

An asterisk (*) below indicates the task is performed in the Commitments tool.

For Invoice Administrators

An asterisk (*) below indicates the task is performed in the Commitments tool.

Billing Periods

Invoice tasks

Designate an Invoice Contact
- Add Invoice Contacts to a Purchase Order or Subcontract
Subcontractor Invoices
Retainage
- Create an Invoice for Release of Retainage
- Set or Release Retainage on a Subcontractor Invoice
Subcontractor Schedule of Values
Other Tasks
Payments Issued
- Add a New Payment to the Payments Issued Tab of the Invoicing Tool
- Enable the Payments Issued Tab for Invoicing
Payment Schedule
- Create a Payment Schedule

Upstream Invoices

If your company is in the United States and your Procore Administrator has enabled the Procore for Owners Point-of-View Dictionary in your environment, Owner Invoices are called Funding invoices.

For Invoice Administrators

Owner Invoices

An asterisk (*) below indicates the task is performed in Procore's Prime Contracts tool. See Prime Contracts.

Funding Invoices

An asterisk (*) below indicates the task is performed in Procore's Funding tool. See Funding.

Create a Payment Received
Create a Funding Invoice *
Create a Configurable PDF of a Funding Invoice
Edit a Configurable PDF of a Funding Invoice
Email a Funding Invoice
Export a Funding Invoice
Set or Release Retainage on a Funding Invoice

Downstream Invoices

For Invoice Contacts

For Invoice Administrators

Billing Periods

Invoice tasks

Upstream Invoices

For Invoice Administrators

Invoicing Tool

Configuration Settings

Integrations

DocuSign®

Note

Popular Tutorials

Tutorials

Downstream Invoices

For Invoice Contacts

For Invoice Administrators

Billing Periods

Invoice tasks

Upstream Invoices

For Invoice Administrators

Invoicing Tool

Configuration Settings

Integrations

DocuSign®

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