General Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Specialty Contractors English (Specialty Contractor Terminology)
Invoicing	Invoicing	Progress Billings
Owner	Funding	Owner
Owner/Client	Owner/Client	GC/Client
Prime Contract Change Order	Funding Change Order	Client Contract Change Order
Prime Contracts	Funding	Client Contracts
Revenue	Funding	Revenue
Subcontract	Contract	Subcontract
Subcontractor	Contractor	Subcontractor
Subcontractor Schedule of Values (SSOV)	Contractor Schedule of Values (CSOV)	Subcontractor Schedule of Values (SSOV)

With Procore's Invoicing tool, your company can simplify the invoice collection, review, and approval process on all of your construction projects. Invoices that once took days to complete, can now be processed in a few minutes using Procore's paperless invoice management features. The Invoicing tool is designed specifically for Procore users with 'Admin' permission on the Commitments and/or Prime Contracts tool.

Generate accurate invoices for owner and subcontractor contracts
Streamline the collection, review, and approval process with billing stakeholders
Increase confidence that invoice amounts match work completed to reduce rework and prevent overbilling

Popular Tutorials (view all)

Top FAQ (view all)

Quick Links

Configure Invoicing Settings

Set Up Invoicing - Owner

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create a Contractor Invoice on Behalf of a Contractor - Owner

Create a Client Invoice - Owner

Create and Send Subcontractor Invoice Invitations - General Contractor

Create and Send Contractor Invoice Invitations - Owner

Submit an Invoice - Subcontractor as Collaborator

Review a Subcontractor Invoice - General Contractor

Review a Contractor Invoice - Owner

Review an Owner Invoice - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Invoicing Settings

Create and Send Subcontractor Invoice Invitations

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create a Client Invoice

Review a Subcontractor Invoice

Specialty Contractor - Create Client Progress Billings

Specialty Contractor - Set Up Progress Billings

Specialty Contractor - Create Subcontractor Progress Billings on Behalf of a Subcontractor

Specialty Contractor - Send Subcontractor Progress Billings Invitations

Subcontractor - Submit an Invoice

Owner - Set Up Invoicing

Owner - Create an Owner Invoice

Owner - Create and Send Contractor Invoice Invitations

Owner - Create a Contractor Invoice on Behalf of a Contractor

Owner - Review a Contractor Invoice

Owner as Collaborator - Review an Owner Invoice

Specialty Contractor - Review Progress Billings

Commitment Management

Commitments Configuration

Create an Owner Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Configure Invoicing Settings

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create and Send Subcontractor Invoice Invitations

Create an Owner Invoice

Review a Subcontractor Invoice

Configure Invoicing Settings

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create and Send Subcontractor Invoice Invitations

Create an Owner Invoice

Review a Subcontractor Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Configure Invoicing Settings

Set Up Invoicing - Owner

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create a Contractor Invoice on Behalf of a Contractor - Owner

Create a Client Invoice - Owner

Create and Send Subcontractor Invoice Invitations - General Contractor

Create and Send Contractor Invoice Invitations - Owner

Submit an Invoice - Subcontractor as Collaborator

Review a Subcontractor Invoice - General Contractor

Review a Contractor Invoice - Owner

Review an Owner Invoice - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Invoicing Settings

Create and Send Subcontractor Invoice Invitations

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create a Client Invoice

Review a Subcontractor Invoice

Specialty Contractor - Create Client Progress Billings

Specialty Contractor - Set Up Progress Billings

Specialty Contractor - Create Subcontractor Progress Billings on Behalf of a Subcontractor

Specialty Contractor - Send Subcontractor Progress Billings Invitations

Subcontractor - Submit an Invoice

Owner - Set Up Invoicing

Owner - Create an Owner Invoice

Owner - Create and Send Contractor Invoice Invitations

Owner - Create a Contractor Invoice on Behalf of a Contractor

Owner - Review a Contractor Invoice

Owner as Collaborator - Review an Owner Invoice

Specialty Contractor - Review Progress Billings

Commitment Management

Commitments Configuration

Create an Owner Invoice

Invoicing - User Permissions

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User access to the Project level Invoicing tool depends on the user's access permission to the contracts in the Project level Prime Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool.

INVOICING

Show/Hide Permissions

Important

Permissions for Invoicing are granted by assigning permissions for the Project level Commitments tool.

Action	None	Read Only	Standard	Admin	Notes
Bulk Edit Subcontractor Invoice Status with the Invoicing Tool Web
Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool Web
Compile Subcontractor Invoice Backups with the Invoicing Tool Web
Configure Settings: Invoicing Web
Create Automatic Billing Periods Web
Create Manual Billing Periods Web
Edit Billing Periods Web
Manage Billing Periods Web

Prime Contracts

Show/Hide Permissions

Important

What granular permissions are available for the project's Prime Contracts tool?

Action	None	Read Only	Standard	Admin	Notes
Create a Owner Invoices Web
Create a Record for a Payment Received Web
Delete Owner Invoices Web
Edit Owner Invoices Web
Email Owner Invoices Web
Export Owner Invoices Web
View a Summary Preview of an Owner Invoice Web
View a Prime Contract That is Not Private Web iOS Android
View a Private Prime Contract You were Added To Web iOS Android					Users with 'Read Only' or 'Standard' level permissions must also be added to the 'Private' field in the client contract. See Create Prime Contracts. This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Commitments

Show/Hide Permissions

Important

What granular permissions are available for the project's Commitments tool?

PROCORE SUPPORT: INTERNAL NOTES

Some Procore customers choose to grant downstream collaborators a higher level of permissions than documented in this matrix. Although this practice is supported, it is NOT recommended for the reasons stated below:

'Standard' level permissions on the project's Commitments tool. Although this permission gives designated invoice contacts the ability to create invoices with the Commitments tool, it also gives users permission to see ALL purchase orders and subcontracts that are NOT marked 'Private.' Because invoice contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to invoice contacts.
'Admin' level permission on the project's Commitments tool. Although this permission gives users the ability to create invoices, it gives the user full edit access to all of the commitments in the project's Commitments tool. It also gives the user permission to create invoices before and after the 'Due Date.' Because invoice contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to invoice contacts.

Action	Read Only	Standard	Notes
Accept or Decline an 'Invite to Bill' as an Invoice Contact Web			Users must also be the invoice contact on the purchase order or subcontract.
Add a New Payment to the Payments Issued Tab of a Commitment Web
Add Invoice Contacts to a Purchase Order or Subcontract Web
Add a Subcontractor SOV to a Commitment Web
Create a Payment Issued Web
Create a Purchase Order Web iOS Android	Create a Purchase Order Contract	Create a Purchase Order Contract	This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished.
Create an Invoice on Behalf of an Invoice Contact Web
Create a New Subcontractor Invoice as an Invoice Contact Web			Users with 'Read Only' level permissions must also be designated as an invoice contact on the purchase order or subcontract.
Create a Subcontractor Invoice for Release of Retainage Before, During, or After the Current Billing Period Web
Create a Subcontractor Invoice for Release of Retainage During the Current Billing Period Web			Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.
Create a Subcontractor Schedule of Values (SSOV) Web	Create Purchase Order AND Create Subcontract	Create Purchase Order AND Create Subcontract
Create a Payment Received for a Prime Contract Web
Delete a Subcontractor Invoice Web	Update Purchase Order Contract AND Update Work Order Contract	Update Purchase Order Contract AND Update Work Order Contract
Edit a Commitment's Schedule of Values Web iOS Android	Update Purchase Order Contract AND Update Work Order Contract	Update Purchase Order Contract AND Update Work Order Contract	This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.
Edit a Purchase Order Web iOS Android			This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.
Enable or Disable a Subcontractor SOV Tab on a Commitment Web
Enable the Payments Issued Tab on a Commitment Web
Forward a Subcontractor Invoice by Email Web
Review a Subcontractor Invoice as an Invoice Administrator Web
Review Invoice Line Items as an Invoice Contact Web			Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.
Revise & Resubmit a Subcontractor Invoice as an Invoice Contact Web			Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.
Search Commitments Web iOS Android			This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.
Send an 'Invite to Bill' to an Invoice Contact Web
Set or Release Retainage on a Subcontractor Invoice Before, During, or After the Current Billing Period Web
Set or Release Retainage on a Subcontractor Invoice During the Current Billing Period Web			Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.
Submit a New Invoice as an Invoice Contact Web			Users with 'Read Only' or 'Standard' level permissions must also be the invoice contact on the purchase order or subcontract.
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool Web			Users with 'Read Only' and 'Standard' level permissions must also be an invoice contact.

Below are the notable changes to the project's Invoicing tool (also known as the Progress Billings tool in some accounts).

Recent Changes

Enhanced Owner Invoice Columns for Improved Financial Management (15/08/2025)

Procore has released additional columns and minor name changes within the Owner Invoice Schedule of Values to enhance financial data visibility and management for construction stakeholders. The Owner Invoice feature now includes columns such as Gross Amount, Net Amount, along with Previous and Current Changes. These additions help you make more informed decisions and streamline financial processes.

Commitment Invoice Columns: Enhancements for Financial Management (15/08/2025)

Procore has introduced additional columns and minor name changes within the Commitment Invoice Schedule of Values section of the Invoice Management solution, enhancing the visibility and management of financial data for construction stakeholders. The Commitment Invoice feature now includes columns such as Gross Amount, Net Amount, and Commitment Value, providing users with detailed invoice information to make informed decisions.

Modernized InvoiCE Management TOOL(15/08/2025)

The Invoice Management Tool now has a modernized, more intuitive layout and design. There are no changes to functionality.

Routing Commitment Invoices based on Commitment Custom Fields (13/08/2025)

Procore enables users to configure and route Commitment Invoice Workflows based on custom fields set on the parent Commitment. The Commitment Invoice Workflow feature allows users to automate invoice routing, reducing manual intervention and minimizing errors. Learn more about this feature by visiting Create a Workflow Template.

Beta Enhanced Owner Invoice Columns for Improved Financial Management (09/06/2025)

Procore has released additional columns and minor name changes within the Owner Invoice Schedule of Values to enhance financial data visibility and management for construction stakeholders. The Owner Invoice feature now includes columns such as Gross Amount, Net Amount, along with Previous and Current Changes. These additions help you make more informed decisions and streamline financial processes.

Beta Commitment Invoice Columns: Enhancements for Financial Management (09/06/2025)

Procore has introduced additional columns and minor name changes within the Commitment Invoice Schedule of Values section of the Invoice Management solution, enhancing the visibility and management of financial data for construction stakeholders. The Commitment Invoice feature now includes columns such as Gross Amount, Net Amount, and Commitment Value, providing users with detailed invoice information to make informed decisions.

Beta Modernized InvoiCE Management TOOL(16/06/2025)

The Invoice Management Tool now has a modernized, more intuitive layout and design. There are no changes to functionality.

Beta Routing Commitment Invoices based on Commitment Custom Fields (29/04/2025)

Procore enables users to configure and route Commitment Invoice Workflows based on custom fields set on the parent Commitment. The Commitment Invoice Workflow feature allows users to automate invoice routing, reducing manual intervention and minimizing errors. Learn more about this feature by visiting Create a Workflow Template.

Commitment Invoice retainage controls Now In General Availability (10/02/2025)

Procore is pleased to announce the general availability of commitment invoice retainage controls for Invoice Management. The new 'Subcontractor Default Invoice Type' drop-down in Configure Settings: Invoicing lets 'Admin' users determine billable columns—Work and Materials, and/or Retainage. 'Admin' users can select billing options when sending invites to bill and set a default invoice type for invoices created by subcontractors without an invite. Learn more about this feature by visiting Send an Invite to Bill to an Invoice Contact and Accept or Decline an Invite to Bill as an Invoice Contact.

Automated Movement of Stored Materials on Invoices Now In General Availability (10/02/2025)

Procore is pleased to announce the general availability of automated movement of stored materials on invoices. This feature automatically transfers stored materials balances to the "Work Completed from Previous Application" column on subsequent invoices, streamlining the invoicing process for both owners and subcontractors. This functionality eliminates manual adjustments and reduces the risk of errors, saving you time and improving accuracy. Learn more about this feature by visiting About Stored Materials.

Conditional Routing for Commitment Invoices Based on Stored Materials Now Generally Available (28/01/2025)

Procore has introduced a new feature in the Workflows tool that allows Project Managers and Project Accountants to route commitment invoices through workflow steps based on Materials Stored Amount. The Materials Stored Amount option enables users to set a dollar threshold for workflow routing, allowing conditional routing of workflows based on a specified amount of Stored Materials. To learn more, see Create a Workflow Template and What are the different types of steps in a workflow?

Enhanced Commitment Invoicing Workflow Conditionals (06/01/2025)

Procore updated the Workflows tool with new conditional routing options for subcontractor invoices to improve flexibility. Invoices can now be routed through workflow steps based on factors such as Gross Amount, Retainage Released Amount, Total Retainage Released, and Total Completed and Stored to Date. See Create a Workflow Template and What are the different types of steps in a workflow?

Beta Commitment Invoice retainage controls for invoice management (10/12/2024)

A new ‘Subcontractor Default Invoice Type’ drop-down in Configure Settings: Invoicing allows ‘Admin’ users to determine what columns are billable on an invoice–Work and Materials, and/or Retainage. When sending invites to bill, ‘Admin’ users can now select what can be billed for on the invoice created from that invite. Users can also set a default invoice type for invoices created by subcontractors who aren’t sent an invite. See Send an Invite to Bill to an Invoice Contact and Accept or Decline an Invite to Bill as an Invoice Contact.

Bill for Stored Materials on Unit Quantity Contracts (11/11/2024)

Procore is excited to announce the general availability of the Stored Materials on Unit Quantity Contract Invoices, allowing Procore Invoice Management users to bill for and track stored materials directly in Procore’s Unit/Quantity-based subcontractor and owner invoices. These capabilities enhance efficiency and help teams ensure accurate billing. To learn more, see About Stored Materials on Invoices.

Beta Automated Movement of Stored Materials on Invoices (12/08/2024)

Procore implemented a configuration that, when enabled, automatically moves Stored Materials balances to the Work Completed from Previous Application column on the next invoice created. This configuration applied to both Owner and Subcontractor Invoices. To access the new stored materials functionality, teams must join the Closed Beta program for Automated Movement of Stored Materials. For information, contact your Procore point of contact. To learn more, see About Stored Materials.

Beta Bill for stored materials on unit/quantity-based Contracts (15/08/2024)

Teams participating in the Owner Invoice and Subcontractor Invoice Beta programs can now bill for stored materials using the ‘Unit/Quantity-Based’ accounting method. Billing for stored materials on invoices helps contractors recover costs and ensures accurate documentation by differentiating between installed and stored materials. To access the new stored materials functionality, teams must join the Closed Beta program for Unit/Quantity-Based contracts for each invoice type. For information, contact your Procore point of contact. To learn how to use the functionality, see About Stored Materials on Invoices.

Include Procore Pay Lien Waivers in Subcontractor Invoice Backups (12/08/2024)

Procore has updated the Project level Invoicing tool for payors using Procore Pay. Now, when compiling a subcontractor invoice backup, the system includes any first- and sub-tier lien waivers in the downloadable PDF backup file. This enhancement streamlines documentation, providing comprehensive proof of payment and supporting documents need to efficiently resolve non-payment disputes. See Compile Subcontractor Invoice Backups with the Invoicing Tool.

Improved File Names for Subcontractor Invoice Backup PDFs (12/08/2024)

Whenever a user compiles a subcontractor invoice backup, Procore sends the user an email when the file is ready to download. Before this update, Procore always named the backup file "subcontractor_invoice_backup.pdf". To improve clarity and ease of identification, Procore now automatically appends the project name, project number, date, and time of the compile in the file name. For an example, see Compile Subcontractor Invoice Backups with the Invoicing Tool.

Improved Sorting in Subcontractor Invoice Backup PDFs (06/08/2024)

When compiling subcontractor invoice backups, Procore now sorts invoices by 'Contract #' in ascending order. It also applies a secondary sort by 'Invoice Position' number. This improves the clarity and organization of the invoices included in the downloadable backup file. To learn more, see Compile Subcontractor Invoice Backups with the Invoicing Tool.

Change Order Titles Now Display on Owner Invoice PDFs (25/07/2024)

Now, when you export owner invoice PDFs, you will see the complete titles of your change orders, not just the numbers, bringing clarity and ease to your invoicing process. Before exporting, simply apply the Prime Contract Change Order, Potential Change Order, or Change Order Request options to the Schedule of Values using the 'Select Groups to Display' menu for both the 'Industry Standard' and 'Custom Configuration' column views. To learn more, see Export Owner Invoices.

Improved Subtotals Display on Owner Invoice PDFs (22/07/2024)

To enhance the consistency and clarity of continuation sheets on exported owner invoice PDFs, Procore updated group subtotals to appear at the bottom of each group, instead of at the top within the row group heading. Additionally, any extra groupings were also displayed at the bottom, aligning with industry expectations for a cleaner, more organized presentation. To learn how to export an owner invoice, see Export Owner Invoices.

Beta Prefill Owner Invoice Retainage Amounts on Owner Invoices (16/07/2024)

For users participating in the Owner Invoice Beta program, you can now automatically populate retainage amounts from subcontractor invoices. The owner invoice prefill feature reduces manual entry and ensures accurate entry of held and released retainage amounts. To learn more, see How does Procore automatically complete amounts on an owner invoice? (Beta) and Create Owner Invoices (Beta).

Updated Export > PDF with Attachments Option for Subcontractor Invoices (24/05/2024)

Procore has updated the Export > PDF with Attachments menu option to download the compiled PDF file with attachments directly to your computer. Before the update, Procore send the PDF to you by email when the invoice and attachments were ready. To learn more, see Export a Subcontractor Invoice.

IMPROVED ROW GROUPS ON OWNER INVOICE SCHEDULE OF VALUES (24/05/2024)

When you create a new owner invoice, the row groups on the new invoice's Schedule of Values now mirror the user's most recent groupings from the previous invoice. This consistency makes data entry easier, especially when users create new invoices for progress payments. To learn how to create an invoice, see Create Owner Invoices.

Customize OWNER INVOICE NUMBERING System ON MODERNIZED EXPERIENCE (20/05/2024)

For users on the modernized owner invoice experience, Procore has updated its invoice numbering system. Users can now create a customized numbering scheme that automatically increments to the next number in the sequence when creating future invoices. To learn more, see Can I customize the numbering system for financial objects in Procore?

Budget Changes on Owner Invoicing (13/05/2024)

Budget Changes is now available on owner invoicing. The highly-anticipated feature allows clients to directly include approved budget changes in owner invoices, improving transparency with the use of contingency funds. Users can simplify their billing process and reduce the need for separate Prime Contract Change Orders. This feature is only available for clients that are opted into the Modernized Owner Invoice Experience, and are migrated to the new Budget Changes tool. To learn more, see About Budget Changes on Owner Invoices.

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates.

Owner Invoices added to Workflows Open Beta (13/03/2024)

Owner Invoices has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Invoice Workflow.

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETAINAGE IS RELEASED (24/04/2023)

Subcontractor invoices have a new warning banner that will appear when retainage is released. The banner will appear from the Schedule of Values (SOV) card once retainage amount is entered and released. See Set or Release Retainage on a Subcontractor Invoice.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Invoice Experience Date (26/01/2023)

The option to switch between the beta and legacy subcontractor invoice experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.

Invoicing

For Procore Customers in the United States

Billing Periods

Subcontractor Invoices

Invoicing Settings & Configuration

Owner Invoices

Integrations

Tip

Configure Invoicing Settings

Set Up Invoicing - Owner

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create a Contractor Invoice on Behalf of a Contractor - Owner

Create a Client Invoice - Owner

Create and Send Subcontractor Invoice Invitations - General Contractor

Create and Send Contractor Invoice Invitations - Owner

Submit an Invoice - Subcontractor as Collaborator

Review a Subcontractor Invoice - General Contractor

Review a Contractor Invoice - Owner

Review an Owner Invoice - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Invoicing Settings

Create and Send Subcontractor Invoice Invitations

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create a Client Invoice

Review a Subcontractor Invoice

Specialty Contractor - Create Client Progress Billings

Specialty Contractor - Set Up Progress Billings

Specialty Contractor - Create Subcontractor Progress Billings on Behalf of a Subcontractor

Specialty Contractor - Send Subcontractor Progress Billings Invitations

Subcontractor - Submit an Invoice

Owner - Set Up Invoicing

Owner - Create an Owner Invoice

Owner - Create and Send Contractor Invoice Invitations

Owner - Create a Contractor Invoice on Behalf of a Contractor

Owner - Review a Contractor Invoice

Owner as Collaborator - Review an Owner Invoice

Specialty Contractor - Review Progress Billings

Commitment Management

Commitments Configuration

Create an Owner Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create an Owner Invoice

Create and Send Subcontractor Invoice Invitations

Review a Subcontractor Invoice

Configure Invoicing Settings

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor

Create an Owner Invoice - General Contractor

Create and Send Subcontractor Invoice Invitations - General Contractor

Review a Subcontractor Invoice - General Contractor

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

Create and Send Subcontractor Invoice Invitations