Bulk Edit the Status of Subcontractor Invoices

Objective

To bulk edit statuses for multiple subcontractor invoices.

Use the steps below to change the status of multiple subcontractor invoices at once.

Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
  Notes
  
  User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Prime Contracts and/or Commitments tool.
  
  If you are a collaborator (for example, an invoice contact for a subcontracting company that is performing work for a general contractor managing your contract in Procore), your ability to perform invoice-related tasks is determined by the project team that controls these settings for your Procore user account:
  
  Your user account's permissions on the project's Commitments and/or Prime Contracts tool.
  
  Your membership on the 'Private' list of a specific prime contract, purchase order, or subcontract.
  
  Your designation as an 'Invoice Contact' on a prime contract, purchase order or commitment.
  
  To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.

Navigate to the project's Invoicing tool.
Click the Subcontractor tab.
Mark the checkboxes next to the invoices that you want to update.
Click Edit.
Select the appropriate status from the drop-down list.
Note
- To learn more about statuses, see What are the default statuses for Procore invoices?
- When creating an invoice (see Create an Invoice on Behalf of an Invoice Contact or Create and Submit an Invoice as an Invoice Contact), change the invoice's status to 'Under Review' when you are ready to send it to the invoice administrator. The administrator can then change its status to 'Approved' as needed.
- Users with 'Standard' level permissions can bulk edit invoices only when the invoice is in the 'Draft' or 'Revise & Resubmit' status.
Click Save Edits.