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Considerations

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  • You can switch to the modernized Owner Invoicing experience at any time. On January 12, 2027, all remaining legacy users will be updated automatically.

  • No action is required prior to the migration date. If you do not opt in early, your account will migrate automatically on January 12, 2027.

  • After the migration date, the legacy Owner Invoicing experience will be permanently retired and unavailable.

  • Budget Changes prerequisite. Including budget changes on owner invoices requires opting into the modernized Owner Invoicing experience and migrating to the new Budget Changes tool. If you have not migrated to the new tool, you can still use the modernized experience, but budget change integration will be unavailable.

  • Legacy PDF output is preserved. If your team or project owner relies on the legacy invoice PDF format (or a custom version created by Procore’s Custom Solutions team), you can still generate it from the modernized experience. Simply select the Historical Standard Invoicing PDF export option. You do not need to remain on the legacy interface to produce legacy-formatted PDFs.