What are the default statuses for Procore invoices?

Answer

In Procore, there are two types of invoices: An upstream invoice and a downstream invoice. Both can be placed in different statuses that represent a particular state—from a draft state to being submitted for review, to being rejected, or to being approved for payment.

To learn more, see the information below:

Upstream Invoices
Downstream Invoices

Upstream Invoices

The table below details the different statuses that you'll see when managing your upstream invoices. In Procore, upstream invoices include:

GC/Client invoices for the Clients Contracts and Progress Billings tools.
Funding invoices for the Funding and Invoicing tools.
Owner invoices for the Prime Contracts and Invoicing tools.

Status	Description
Draft	The invoice is currently in the 'Draft' state.
Under Review	The invoice was submitted to an invoice administrator for review.
Revise & Resubmit	The invoice was rejected as submitted by an invoice administrator. The invoice contact must re-submit the invoice. Costs are NOT reflected in the budget.
Approved	The invoice was approved by an invoice administrator.

Downstream Invoices

The tables below detail the different statuses and additional status information that is available for your downstream invoices. If you are a general contractor or specialty contractor, this includes the subcontractor invoices that bill against a project's commitments. If you are an owner, this includes the contractor invoices that bill against a project's commitments.

Statuses
Additional Status Info

Statuses

The table below lists the available statuses and meanings of each status. The table also details who can edit parts of the invoice while an invoice is in a particular status. It also shows how the status of an invoice affects Procore's ability to reflect costs in the project's Budget tool.

Status & Description	Who can edit the General Information card on an invoice?	Who can add attachments to an invoice?	Who can edit the Schedule of Values on an invoice?	Who can review SOV line items on an invoice?	Can send an invoice to the Procore + DocuSign integration?	Are costs reflected in the project's Budget tool?
Draft ¹ The invoice is currently in the 'Draft' state.	Invoice Administrator Invoice Contact	Invoice Administrator Invoice Contact	Invoice Administrator Invoice Contact, but only on the most recent invoice.	Invoice Administrator Only	No	No
Under Review A downstream invoice contact has submitted the invoice to the upstream invoice administrator for review.	Invoice Administrator Only	Invoice Administrator Invoice Contact	The SOV is NOT editable	Invoice Administrator Only	No	No
Revise & Resubmit ¹ The invoice has been returned to the downstream invoice contact by the upstream invoice administrator.	Invoice Administrator Invoice Contact	Invoice Administrator Invoice Contact	Invoice Administrator Invoice Contact	Invoice Administrator Only	No	No
Approved The invoice has been approved for payment by the upstream invoice administrator.	Invoice Administrator Only	Invoice Administrator Invoice Contact	The SOV is NOT editable	Invoice Administrator Only	Yes	Yes ²
Approved as Noted The invoice has been approved for payment by the upstream invoice administrator with the noted exceptions.	Invoice Administrator Only	Invoice Administrator Invoice Contact	The SOV is NOT editable	Invoice Administrator Only	Yes	Yes ²
Pending Owner Approval The invoice has been submitted by the upstream invoice administrator to the upstream project owner or funding source for review.	Invoice Administrator Only	Invoice Administrator Invoice Contact	The SOV is NOT editable	Invoice Administrator Only	Yes	No

¹ Users with the appropriate permissions can delete subcontractor invoices in the 'Draft' and 'Revise and Resubmit' statuses. See Delete a Subcontractor Invoice. Procore also sends an email notification to the invoice contact when the status changes to 'Revise and Resubmit'.

²If the 'Job to Date Cost's column is included on the budget view being applied to your data, the invoice amounts are reflected in the 'Job to Date Costs' column. See What are Procore's standard budget views? and What are Procore's standard budget views for ERP Integrations?

Additional Status Info

In the Subcontractor tab, you will also see additional status information reflected in the counts that appear at the top of the project's Invoicing tool on the Subcontractor tab and/or in the 'Status' column of the invoice table.

Additional Status Info	Description
No Invoice Contacts	An invoice contact has NOT been assigned to the contract.
SSOVs Not Approved	The Subcontractor SOV (SSOV) has NOT been approved by the invoice administrator.
Not Invited	The invoice contact has NOT been sent an 'Invite to Bill' for the current billing period.
Invited	The invoice contact has been sent an 'Invite to Bill' for the current billing period.