Delete a Subcontractor Invoice from the Invoicing Tool

Objective

To delete a subcontractor invoice from a purchase order or subcontract using the project's Invoicing tool. 

Background

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments tool.
    OR
  • 'Standard' level permissions on the project's Commitments tool, if the invoice is in the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore invoices? 

     Notes

    • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
    • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
      • A Procore User account.
      • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
      • Membership on the 'Private' list of a specific contract or funding
      • Designated as an 'Invoice Contact' on the contract or funding.
• Additional Information:
  • You can only delete the most recent invoice on a commitment.
  • Delete actions are recorded in the Change History tab on the commitment. 
• Limitations:
  • Once deleted, the data is permanently removed from Procore and cannot be retrieved. 

• For companies using the  ERP Integrations tool:

  • 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

• You or another user must create an invoice to delete:
  • Create an Invoice on Behalf of an Invoice Contact
  • Create an Invoice for Release of Retainage
  • Submit a New Invoice as an Invoice Contact

Steps

Choose the following options for deleting a subcontractor invoice:

• Delete an Invoice from the Invoices Tab
• Delete an Invoice from the Contract's 'Invoice (Requisition)' Page

See Also

• Delete a Subcontractor Invoice from the Commitments Tool