To provide Procore users with information about owner invoices in Procore.
The Invoice Management solution features the Project level Invoicing tool. This tool handles two types of invoices: subcontractor invoices and owner invoices. Owner invoices originate in the project's Prime Contracts tool. Before you can create an owner invoice, your project team must create a prime contract for the project, establish a billing period, and decide who has permissions to generate an invoice.
The steps for creating owner invoices in Procore include:
| Step | Description | Learn More |
|---|---|---|
| Decide who will have permission to create an invoice. | In Procore, only an invoice administrator can create owner invoices. | How do I add invoice administrators to Procore? |
| Optional. Decide if you want to collect signatures with DocuSign® | There are two (2) ways to collect signatures on prime contracts and invoices:
|
DocuSign® |
| Configure the Invoice Management tools | Configure the invoicing settings in the Prime Contracts and Invoicing tools. See Configure Settings: Prime Contracts and Configure Settings: Invoicing. | Prime Contracts and Invoicing |
| Establish a billing period | Create a billing period and place it in the Open status. A billing period defines the start, end, and due date for submitting an invoice. | Manage Billing Periods |
| Create a prime contract | Owner invoices originate from a prime contract. You can create multiple prime contracts in a Procore project. See Are there any system limitations when projects have multiple prime contracts? A prime contract must be in the 'Approved' status before you can create an invoice. | Create Prime Contracts |
| Configure the 'Advanced Settings' tab on the prime contract | For best results, configure the advanced settings before you add line items to the SOV and before you create invoices for the prime contract. | Edit the Advanced Settings Tab on a Prime Contract |
| Create an invoice | Learn the options for creating invoices with the Prime Contracts tool. Only invoice administrators can create owner invoices. | Create Owner Invoices |
| Edit an invoice | Learn how to edit an invoice. When finished, change its status to Approved. | Edit Owner Invoices |
| Optional: Complete the signature process in DocuSign® | Once Approved, you can optionally complete the signature process in DocuSign®. | Complete Owner Invoices with DocuSign® |
| Optional: Sync invoices with an integrated ERP system | You'll need to determine if your ERP connector supports owner invoices. | ERP Integrations |