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Modernized Commitment Invoicing Transition Guide

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Table of Contents

Overview

The modernized Commitment Invoicing experience offers a redesigned invoice interface, automated commitment invoice numbering, granular change order management, expanded retainage controls, Procore Pay compatibility, line-item level approval and rejection, and workflow routing driven by custom fields on the parent commitment.

The key benefits of the modernized Commitment Invoicing experience include:

  • Expanded Retainage Controls: Set a Subcontractor Default Invoice Type so administrators determine which columns are billable (Work and Materials, Retainage, or both) and define the default type for invoices created without an Invite to Bill. Additionally, a warning banner alerts users whenever retainage is released on an invoice.

  • Automated Invoice Numbering: Define a company-level numbering format for newly created commitment invoices using components like Invoice Position, Project Number, and Commitment Number to ensure consistent numbering across all projects.

  • Configurable Fieldsets and Custom Fields: Tailor invoice layouts and define custom fields for commitment invoices to match your organization's specific data collection needs.

  • Custom field workflow routing. Configure and route Commitment Invoice workflows based on custom fields on the parent commitment, automating invoice routing and reducing manual intervention and error.

  • Bulk Line Item Updates: Select multiple or all Schedule of Values (SOV) line items and use the Edit Values side panel to apply Work Completed this Period (%), Total to Date (%), and retainage percentages across all selected lines at once.

  • Procore Pay Compatibility: Procore Pay is supported exclusively on the modernized experience, unlocking integrated lien waivers, invoice and vendor holds, compliance requirements, and disbursements.

  • Granular change order management. Add or remove individual change orders on an existing invoice, rather than accepting all or none.

  • Workflows support. Commitment Invoicing supports Procore Workflows, including continued use of your existing legacy (V1) workflows. For more information, see For Customers Using Legacy (V1) Workflows.

Things to Know

 recommendation

  • Procore will discontinue the legacy Commitment Invoicing experience on January 12, 2027. After that date, the legacy subcontractor invoice interface will no longer be available.

  • Change in behavior: invoice amounts lock during review and approval

    • To support workflow controls and ensure invoice amounts do not change once an invoice is in review, the Schedule of Values is no longer editable while a subcontractor invoice is in Under Review or any Approved status.

    • Still editable by administrators in those statuses: general information, attachments, and custom fields.

    • If Schedule of Values amounts need to change, the invoice must be returned to an editable status first.

There are two ways to opt in, depending on the scope you need:

  1. Individual opt-in. Eligible users can switch themselves to the modernized experience using the opt-in banner on an existing invoice. This opts in only that user — no administrator involvement required.

  2. Project or company opt-in. A Company Admin enables the modernized experience for an entire project or company through Procore Explore. This applies to everyone on those projects. In Procore Explore search for Remove Legacy Commitment/Subcontractor Invoicing Access.

Because individual opt-in is per-user, a project can have some users on the modernized experience and others on legacy at the same time. See Considerations and Transition Steps.

For Customers Using Legacy (V1) Workflows

You do not need to migrate off legacy (V1) workflows before adopting modernized Commitment Invoicing. This is a change from prior guidance. However, the timing of your transition matters:

  • Legacy workflows become usable with the modernized experience on October 13, 2026. Until that date, Procore recommends evaluating the modernized experience on a test project but not fully transitioning your production projects. See Transition Path for Customers Using Legacy (V1) Workflows.

  • The individual opt-in banner does not appear for legacy workflow users today. It becomes available to you on October 13, 2026. Until then, a project-level opt-in through Procore Explore is your only route to the modernized experience.

  • Legacy workflows keep running. Nothing about how a legacy workflow behaves changes — the same steps, approvers, routing, conditions, and history apply. What changes is where you act on them: legacy workflow items open and are responded to in the same New Workflows side panel used for Modernized Invoicing.

  • In-flight work is not interrupted. Invoices that are mid-approval when you transition stay in place, remain respondable, and retain their history. You do not have to abandon, recreate, or re-approve work already in progress.

  • Upgrading to New Workflows is self-service and optional. Workflow admins can upgrade the Invoicing tool from legacy workflows to New Workflows on their own timeline, without contacting Procore Support. This will also become available on October 13, 2026. 

Considerations

  • You can switch to the updated Commitment Invoicing experience at any time before December 15, 2026, when all remaining legacy experience users will be updated automatically.

  • No action is required before the migration date. If you take no action, your account will migrate automatically.

  • After the migration date, the legacy Commitment Invoicing experience is no longer available.

  • Users on the same project can be on different experiences. Individual banner opt-in applies only to the user who clicks it, so a project can have some users on the modernized experience and others on legacy at the same time. Expect this during evaluation, and use a project- or company-level opt-in through Procore Explore when you need everyone aligned.

  • Individual opt-in cannot validate collaborator-facing behavior. Because a solo opt-in leaves your approvers, invoice administrators, and invoice contacts on the legacy experience, it will not surface issues in approval routing, line-item review, or anything a subcontractor sees when submitting. Use a project-level opt-in on a test project.

  • Opt-in eligibility depends on your workflow version until October 13, 2026. If your Invoicing tool uses legacy (V1) workflows, the individual opt-in banner does not appear and a project- or company-level opt-in through Procore Explore is your only route to the modernized experience.

Comparison

The following matrix details key feature enhancements and benefits of transitioning from legacy to modernized Commitment Invoicing:

Feature
Legacy Commitment Invoicing
Modernized Commitment Invoicing

Procore Pay

Not supported.

Supported. Enables Procore Pay lien waivers, invoice and vendor holds, invoice compliance requirements, payment requirements, and disbursements.

Primary design layout

A fixed table layout with limited on-screen detail.

A modernized, more intuitive layout consistent with Procore's other financial tools.

Retainage controls

Limited administrative control over billable retainage.

Subcontractor Default Invoice Type setting controls billable columns (Work and Materials, and/or Retainage) and the default invoice type for subcontractor-created invoices. A warning banner appears when retainage is released.

Workflow routing

Static routing configured on the workflow.

Route based on custom fields on the parent commitment, and many other conditional steps, automating invoice routing.

Custom fields & fieldsets

Not configurable.

Configurable fieldsets and custom fields on owner invoices.

Exports

PDF with Attachments was compiled and emailed when ready.

Export > PDF with Attachments downloads the compiled PDF directly.

Workflows

Legacy (V1) workflows only, actioned on a separate workflow screen.

Supports New Workflows and legacy (V1) workflows, both actioned in the New Workflows side panel.

Invoice numbering

Invoice # is a free-form field; invoice contacts enter their own reference number. 

Optional company-level automated numbering format built from components such as Invoice Position, Project Number, and Commitment Number. Generated numbers are non-editable. (Requires company-level opt-in.) 

Transition Steps

 Important

There are two ways to opt into the modernized experience, differing in scope and eligibility. Choose the method on who needs access, and review the eligibility requirements for Option 1 before proceeding.

  1. Option 1: Opt in as an Individual User (Evaluation)

  2. Option 2: Opt in an entire Project or Company (Rollout)

Eligibility Note: Individual banner opt-in is available only for users whose project Invoicing tool does not use workflows. If your Invoicing tool relies on legacy (V1) workflows, the opt-in banner will not appear in your interface until October 13, 2026. Until that date, use Option 2 (project or company-wide opt-in via Procore Explore). For full details, see Transition Path for Customers Using Legacy (V1) Workflows.

Any eligible user with access to subcontractor invoices can opt themselves in directly from an invoice — no administrator involvement required.

  1. Open the Commitments tool from the project tools drop-down menu.

  2. Under the Contracts tab, click the Number link for a commitment, then open an existing invoice from the invoice tab.

  3. In the beta opt-in banner at the top of the invoice, click to switch to the modernized experience.

What this does and does not do:

  • It opts in only you. Every other user on the project including approvers, invoice administrators, and the invoice contacts who submit invoices continues to see the legacy experience until they opt themselves in or an administrator enables the feature for the project or company.

  • It is the fastest way to evaluate the modernized experience, and the right first step before committing a project to it.

  • It is not sufficient for testing a real billing cycle. Commitment invoicing is inherently collaborative subcontractors submit, administrators review, approvers route and a solo opt-in leaves everyone else on the legacy experience. Use Option 2 on a test project to validate Invite to Bill, line-item review, and approvals.

 Note
Until January 12, 2027 there will be a banner that will allow users to opt back out unless you follow Option 2. 

Option 2: Opt in an entire project or company (rollout)

To give everyone on a project or across your company the modernized experience, a Company Admin enables it through Procore Explore. This option is available to all customers, including those using legacy (V1) workflows — and until October 13, 2026, it is the only route available to them.

  1. Navigate to the Company level Admin tool.

  2. Click Procore Explore.

  3. In the Procore Explore catalog, scroll or search for Remove Legacy Commitment/Subcontractor Invoicing Access and select Join Program

  4. Select the specific project(s) or  user(s) where you want to activate the modernized experience and select Save & Join.

     Note
    You can also enable the modernized experience Company wide through Procore Explore.

  5. Open the Commitments tool from the project tools drop-down menu.

  6. Under the Contracts tab, click the Number link for the commitment you want to invoice, then click Create > Create Invoice.

  7. Confirm that the modernized experience is active:

    • The invoice is presented on a single page. 

    • The page uses the modernized financial tools layout.

    • Using checkboxes on the Schedule of Values allows you to bulk update selected lines. 

  8. Create a test subcontractor invoice on your sample project and validate it end to end — Invite to Bill, line-item review, retainage, approvals, and export — before enabling the modernized experience company-wide.

Transition Path for Customers Using Legacy (V1) Workflows

Recommendation

Evaluate the modernized experience today on sample projects, but delay company-wide rollout until October 13, 2026. Legacy (V1) workflows will not support the modernized experience until October 13, 2026. You can opt in early, but doing so before October 13 will prevent invoices from routing through your existing legacy approval workflows.

What "evaluate" and "fully transition" mean here

 

Evaluate (safe to do now)

Fully transition (wait until October 13, 2026)

Purpose

Get familiar with the modernized experience and confirm it meets your needs.

Run your live billing cycles in the modernized experience.

Where

A dedicated test project.

Production projects.

What you exercise

Layout, Schedule of Values, change order management, retainage controls, line-item review, exports.

All of the above, plus Invite to Bill with live subcontractors and invoice approvals routed through your legacy workflows.

Approvals

Do not rely on legacy workflow approvals during this period.

Legacy workflow approvals are supported in the modernized experience.

Timeline

Date

What changes for legacy (V1) workflow customers

Today

Evaluate the modernized experience on a test project via Procore Explore. The individual opt-in banner does not appear for you. Legacy workflows cannot be used with the modernized experience, so hold off on transitioning production projects.

October 13, 2026

Legacy workflows become usable with the modernized experience, and the individual opt-in banner becomes available to you. You can begin fully transitioning production projects to modernized invoicing, and start and respond to legacy workflow items in the New Workflows side panel.

December 15, 2026

All users lose access to legacy invoicing. 

Phase 1 — Evaluate now (before October 13, 2026)

  1. Identify or create a test project that is not running live billing.

  2. Enable the modernized Commitment Invoicing experience on that project through Procore Explore using the steps in Option 2.

  3. Create test subcontractor invoices and exercise the feature set — Schedule of Values, adding and removing individual change orders, retainage controls, line-item approval and rejection, and exports.

  4. Note any gaps against your current process and raise them with your Procore point of contact while you still have time before transitioning.

  5. Do not enable the modernized experience on live projects during this phase, and do not rely on legacy workflow approvals in your testing.

Phase 2 — Transition (October 13, 2026 or later)

  1. Confirm that legacy workflow support is live in the modernized experience in your environment.

  2. Enable the modernized Commitment Invoicing experience on a production project through Procore Explore. Individual users can also opt themselves in from the invoice opt-in banner as of this date.

  3. Run a full billing cycle on that project, including Invite to Bill, line-item review, invoice approvals routed through your existing legacy workflows, and export.

  4. Confirm that legacy workflow items start and respond correctly in the New Workflows side panel.

  5. Enable remaining projects, or your entire company, once that cycle completes cleanly.

 Note
Approval and collaborator testing is the one thing individual banner opt-in cannot fully validate. Because the banner opts in only the user who clicks it, your approvers and the subcontractors who submit invoices may still be on the legacy experience. To confirm this behavior before rolling out, use a project-level opt-in through Procore Explore so everyone involved is on the same experience.