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Edit an Invoice in Portfolio Financials

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 


To edit an invoice that was added to the Contract Room in Portfolio Financials.


The Contract Room is a shared portal where vendors can submit change orders and invoices directly to the project team for approval throughout the duration of the project. The Invoices tab of the Contract Room is where invoices can be added, managed and reviewed.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Invoices must be in a Pending state in order to be edited. If an invoice was submitted by the vendor team, it can only be edited by the vendor team.


  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker
    Note: Cost items with a Contract Room are marked with a ribbon icon-ribbon-pfcp.png icon.
  2. Click the Invoices tab.
  3. Click the invoice you want to edit.
  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon.
  5. Click Edit.
  6. Make any necessary updates to the Invoice Overview, Invoice Details or Documents sections.
  7. Click Save.