To configure the advanced settings for the project's Invoicing tool.
If your project team plans to use Procore's Invoicing tool, it is recommended that you configure the tool's settings before your team starts to create invoices for the project. Invoice settings controlled at the project level include:
- Default Billing Period. The settings in this section let you define the default billing period for the invoicing tool. Completing this information gives Procore the ability to automatically complete the date fields in the window that appears when users click the +Create Billing Period button.
- Emails. The settings in this section let you add the body of an outgoing message on your invites and reminder messages.
- Other. The settings in this section let you choose to include a footer on your invoices, to show or hide the amounts being claimed by subcontractors and also lets you decide if subcontractors are permitted to overbill.
Things to Consider
- Required User Permissions:
- You must be an invoice administrator.
- Navigate to the project's Invoicing tool.
- Click the Configure Settings icon.
- Under Settings, you have these choices:
Configure the Default Billing Period
Use the date settings in the Default Billing Period section to automatically populate the date fields in the 'Set Up Billing Period' prompt that shows when users Create Manual Billing Periods.
TipTired of setting new dates every time you create a manual billing period? An invoice administrator can configure default billing period dates to preset the dates in the From, To, and Due Date fields in the 'Set Up Billing Period' prompt. See Create Manual Billing Periods. If you don't complete this configuration, no preset dates show. Instead, you will see: mm/dd/yyyy
- Under 'Default Billing Period,' configure the following dates:
- Start Date
Accept the default start date of '1st of the month' or choose a different date. This populates the 'From' date in the Set Up Billing Period (Manual) prompt.
- End Date
Accept the default end date of '31st of the month' or choose a different date. This populates the 'To' date in the manual Set Up Billing Period (Manual) prompt.
- Due Date
Accept the default due date of '25th of the month' or choose a different date. This populates the 'Due Date' field in the manual Set Up Billing Period (Manual) prompt.
ExampleThis example shows the Set Up Billing Period (Manual) prompt with the default billing period dates.
- Start Date
- Click Update.
Configure the Invoice Email Options
Under the Emails section, set the optional default settings for the Invoicing tool's email notification messages. Always click the Update button when you are ready for your changes to go into effect.
- Optional: Invitation & Reminder Custom Message
Type a message in this box. This text will be included in both the 'Invite to Bill' and automatic reminder emails that Procore sends to your invoice contacts. See Send an 'Invite to Bill' to an Invoice Contact.
- Optional: Remind Subcontractors to Bill
Toggle this option ON to send an automatic reminder email to your invoice contacts. The default setting is OFF. Then set the cadence of those emails by selecting Every Day, Every 2 Days, or Every 3 Days from the Frequency drop-down list. After the 'Due Date' on an invoice passes, Procore automatically stops sending reminder messages.
- Optional: Send a Digest of Under Review Invoices
Toggle this option ON and select Weekly from the Frequency drop-down list to send a weekly digest summary every Monday. The default setting is OFF. Invoices for the current billing period are included in this digest message when they are in the Draft, Under Review, or Revise and Resubmit status. Digest messages are sent to members of the 'Invoice Distribution' drop-down list, which is located in the Default Distributions section of the Configure Settings page in the Commitments tool. See Configure Advanced Settings: Commitments.
- Optional: Notify Subcontractors when Invoices are Approved
Toggle this option ON to automatically send a notification email to your invoice contact(s) when an invoice's status is changed to Approved or Approved as Noted by an invoice administrator. The default setting is OFF. See Review a Subcontractor Invoice as an Admin.
Configure the 'Other' Settings
Under the Other section, you have the choices below. Always click the Update button when you are ready for your changes to go into effect.
- Optional: Sub Invoice PDF Footer Text
Enter any text that you want to appear in the footer of an invoice PDF created by a user with 'Admin' level permissions on the Commitments tool. See Export a Subcontractor Invoice. This field is useful for adding a statement regarding local regulations compliance.
ImportantThe 'Sub Invoice PDF Footer' text only appears when a user with 'Admin' level permissions on the project's Commitments tool generates the PDF. It does NOT appear on any PDF generated by a user with 'Read Only' or 'Standard' level permissions on the Commitments tool.
- Optional: Show Amounts Subcontractors Claim. If you enable this setting, general contractors will be able to differentiate between what a subcontractor claims and what the general contractor approves.
- Total Claimed Amount
This amount reflects the 'Proposed Amount' column on the invoice's Detail tab. This value excludes retainage.
- Total Approved Amount
This amount reflects the 'Work Completed this Period' plus 'Materials Presently Stored' on the invoice's 'Detail' tab. This value also excludes retainage.
- Line-by-line claimed and approved amounts in the detail table.
- The overall comment for the invoice.
- Reasons for Difference
This table includes comments on individual line items where there was a difference between the claimed and approved amounts. For information about adding comments, see Review a Subcontractor Invoice as an Admin.
- Total Claimed Amount
- Allow Subcontractors to Over-Bill. Toggle this option ON to allow Procore users to submit an invoice when an invoice has line items that exceed 100% of the budgeted amount. Amounts over 100% of the budgeted amount are included in the invoice PDF. To learn more, see Allow or Prevent Overbilling on a Subcontractor Invoice.