Comparison

Primary design layout

A fixed table layout with limited on-screen detail.

A modernized layout consistent with Procore's other financial tools, surfacing key invoice detail inline.

Schedule of Values

Core billing columns only.

Adds Gross Amount, Net Amount, and Previous/Current Changes columns. New invoices mirror the row groupings from the previous invoice.

Budget changes

Not available on invoices; contingency movement required separate Prime Contract Change Orders.

Approved budget changes can be included directly on the invoice. (Requires migration to the new Budget Changes tool.)

Cost prefill

Costs prefill for the billing period with limited control.

Hand-select which Subcontractor Invoice and Direct Cost line items prefill, split costs across multiple invoices, and mark costs Non-Billable.

Custom fields & fieldsets

Not configurable.

Configurable fieldsets and custom fields on owner invoices.

Attachments

Fixed attachment order.

Drag-and-drop individual and arrow up/down group attachment reordering before export. Multiple attachment sections for prefilled items. 

PDF export

Legacy invoice and Configurable PDF format.

Multiple export formats, including the Historical Standard PDF export that reproduces the original legacy format, and any customized PDF.

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.