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About Subcontractor Invoices (Legacy)

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 Legacy Content

This page details the legacy subcontractor invoice experience. A modernized experience is also available. 

Objective

To provide Procore users with information about subcontractor invoices in Procore. 

Background

In Procore, a subcontractor invoice originates in the Project Commitments tool. Before you can create an invoice, your project team must create a commitment for the project, establish a billing period, and decide which internal users and/or external collaborators will be granted permission to submit new invoices.

 Tip
A Subcontractor Invoice is a request for payment submitted by a business or individual who has entered into a binding agreement with another contracting party. In Procore, a subcontractor invoice is an equivalent term for a payable invoice.

Workflow

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Workflow Details

  1. Configure the advanced workflow in the Commitments tool to set up monthly billing periods and billing dates. You can also enable reminder emails for invoice invitations. See Configure Advanced Settings: Commitments
  2. Create a billing distribution for invoices for each commitment so you can select who you want to receive invoice invitations. See Create Invoice Contacts.
  3. Create a billing period to send invoices out for. See Start a New Billing Period.
  4. Send Invoice invitations to the billing distribution. See Send Subcontractor Invoice Invitations.
  5. Subcontractors who were invited to create invoices can do so by clicking the link in their invitation email. To edit their invoice, or create on their behalf, see Create an Invoice on Behalf of a Subcontractor.

Note: For users with the Procore + QuickBooks® Desktop integration, you can also export subcontractor invoices. See Export Subcontractor Invoices from Procore to QuickBooks® Desktop.