Delete a Subcontractor Invoice

Objective

To delete a subcontractor invoice from a commitment.

Background

You can only delete the most recent subcontractor invoice on a commitment. Procore records delete actions in the 'Change History' tab of a commitment. Once deleted, the invoice is permanently removed and its data is irretrievable.

Things to Consider

• Required User Permissions:
  • You must be an invoice administrator. 
    OR
  • You must have 'Standard' level permissions on the Project level Commitments tool and the invoice must be in the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore invoices? 
• For companies using the ERP Integrations tool: Show/Hide      
  • Before you can delete a subcontractor invoice that has been synced with an integrated ERP system, you will first need to unlink the synced invoice. See the relevant article in the list below:
  • Unlink Subcontractor Invoices Synced with Sage 300 CRE®
  • Unlink Subcontractor Invoices Synced with Sage 100 Contractor®
  • Unlink Subcontractor Invoices Synced with QuickBooks® Desktop
  • Unlink Subcontractor Invoices Synced with Sage Intacct®
  • Unlink Subcontractor Invoices Synced with Acumatica Cloud ERP
  • Unlink Subcontractor Invoices Synced with Yardi Voyager®
  • Unlink Subcontractor Invoices Synced with Integration by Ryvit
  • Unlink Subcontractor Invoices Synced with MYOB Advanced Construction
  • Unlink Subcontractor Invoices Synced with Xero™

Prerequisites

• Create a Subcontractor Invoice

Steps

1. Navigate to the Project level Invoicing tool. 
2. Click the Subcontractor tab. 
3. Locate the invoice and click its Contract link. 
   This opens the commitment in the Project level Commitments tool. 
4. Choose from these options:
   • To delete an invoice from the 'Invoice' tab in the commitment: Click the Invoices tab. Then hover your mouse cursor over the invoice row and  click the Delete  icon on the far right.
   • To delete an invoice from the commitment's 'Invoice (Requisition)' page, click the Invoice # link to open it. Then click the Overflow menu and choose Delete from the drop-down menu. 

See Also

• Create a Subcontractor Invoice