Skip to main content
Procore

Overview

  1. Last updated
  2. Save as PDF

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.