Phased Release: New Admin & Collaborator Views for Subcontractor Invoices
On March 23, 2022, the modernized subcontractor invoice experience was turned ON in all Procore project's using Procore's Invoice Management tools. To give you time to preview the design changes, Procore is providing users with the option to switch between the modernized and legacy experience until September 2023.
After September 2023, the ability to exit out of the new experience will be removed and the legacy experience will no longer be available in Procore. To learn more, see
Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.
Background
After you create a new subcontractor invoice, you can preview what it will look like in its final format by expanding the 'Summary Preview' container in the invoice.
Things to Consider
- Required User Permissions:
- Additional Information:
- You must submit the invoice before the 'Due Date' for the current billing period.
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor Invoice tab.
- Locate the invoice that you want to preview and click to open it.
- Click the arrow next to 'Summary Preview' to expand the section.
This gives you a preview of what the invoice will look like in its final format.
