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Overview

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The modernized Owner Invoicing experience offers a redesigned invoice interface, expanded Schedule of Values (SOV) detail, group or subtotal row billing, configurable fieldsets and custom fields, and the ability to include approved budget changes directly on an owner invoice.

The key benefits of the modernized Owner Invoicing experience include:

  • Budget Changes on invoices. Include approved budget changes directly on an owner invoice for greater contingency transparency, reducing the need for separate Prime Contract Change Orders.

  • Selective cost prefill. Hand-select which Subcontractor Invoice and Direct Cost line items prefill onto an Owner Invoice, split costs across multiple invoices, and mark costs as Non-Billable.

  • Group Row Billing. Bill a fixed dollar amount at the group level and let Procore proportionately distribute it across the group's line items, instead of editing each line item one at a time.

  • Bulk Line Items Updates. Select any or all Schedule of Values line items and use the Edit Values side panel to set Work Completed this Period (%), Total to Date (%), and retainage percentages across every selected line at once.

  • Configurable Fieldsets and Custom Fields. Customize the fields visible on your organization's owner invoices.

  • Expanded Schedule of Values. Full screen view and additional columns including Gross Amount, Net Amount, and Previous/Current Changes provides you a fuller picture of the period. 

  • Attachment ordering. Drag and drop to reorder or arrow up and down groups of PDF attachments before exporting.

  • Legacy & Customized PDF export preserved. Generate the original legacy or custom solutions generated-format invoice PDF.

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