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About the Subcontractor Invoices Tab in the Payments Tool

 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png with payments powered by Goldman Sachs Transaction Banking (TxB)* is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management icon-external-link.png functionality in the Procore web application to handle the payment process between general and specialty contractors.


To learn about the basic features and controls in the Subcontractor Invoices tab of the Company Payments tool. 


Company Admins, Payment Admins, and Disbursers can use the table in the Subcontractor Invoices tab to view a list of all the invoices on the active, Pay-enabled projects in your company's Procore account. From this tab, Payments Disbursers or Payment Admins can track your payment requirements, view any manual holds applied to the invoice, and click links to launch the invoice in the Invoice Management tools. For each invoice, you can also view the Beneficiary Name, Project, Payment Requirements, and other billing information. You can also search the data table for a specific invoice, apply filters, and group line items. Only Payments Disbursers can create disbursements. 

Things to Consider

Key Features

Subcontractor Invoices Table

The key feature in the Subcontractor Invoices tab is the table, which lets you view all of the invoices in your Procore projects that you have been granted permission to see. To learn about the recommended permissions, see What is a Payments Admin? and What is a Payments Disburser?


Default Columns

This table details the default columns. 

Column Description Default Setting Learn More
Invoice # Click a hyperlink to open the corresponding invoice number at the Project level. Procore assigns an Invoice # at creation. ON Create Subcontractor Invoices
Pie Chart Icon Shows the current state of the invoice's payment requirements as a pie chart. When BLACK, requirements are met. When GRAY, requirements are incomplete. ON Manage Payment Requirements
Requirements A unit fraction shows how many active payment requirements are complete for each invoice.
Manual Holds Shows the number of holds applied to an invoice. See What is a manual payment hold on a project invoice? ON Manage Payment Holds
Information Icon Click icon-info3.png to open the Payment Requirements to view the requirements detail. 
Payment Status Shows the current payment status of each invoice. The status options include: Paid, Partially Paid, or Unpaid ON -
Invoice Status Shows the current status of each invoice. Use the Project level Invoicing tool to change status. See What are the default statuses for Procore invoices? ON Bulk Edit the Status of Subcontractor Invoices with the Invoicing Tool
Beneficiary Name Shows the name of the payee. This corresponds to the 'Contract Company' set on the invoice's commitment contract. To change the company name, edit the Name field under the company's account profile in the Company level Directory tool.  OFF Edit a Company in the Company Directory
Project Shows the name of the Procore project associated with each invoice. ON Change the Name of a Procore Project
Billing Period Shows the invoice billing period. An invoice administrator creates billing periods.  ON Manage Billing Periods
Amounts Group Groups the 'Amount' columns in the table ON -
Gross Amount Shows the total amount of the invoice before subtracting retainage.  ON Create a Commitment
Net Amount Shows the actual cost of the invoice after subtracting retainage. ON Create a Commitment
Paid Amount Shows the amount paid against the invoice to date.  ON Create Subcontractor Invoices
Invoice Dates Shows the dates entered as the Period Start and Period End on the invoice. These show the Billing Period Dates by default. You can change the dates. ON Create Subcontractor Invoices
Payment Date Shows the Payment Date entered on the invoice. ON Create Subcontractor Invoices
Submitted Date Shows the Submitted Date entered on the invoice.   ON Create Subcontractor Invoices
Contract Click the hyperlink to launch the Project level Commitments tool and open the commitment. ON View Commitments
Total Contract Amount Shows the commitment contract's total amount.  ON Create a Commitment
% Complete Shows the percentage of Total Completed and Stored to Date as a % of the Total Amount of the Commitment Contract for the invoice. ON Create Subcontractor Invoices

Create Disbursement

When you select more than one (1) checkbox as pictured above, the Create Disbursement button appears. To learn more, see Create Disbursements.

Manage Rows & Columns

To learn how to manage the rows and columns, see Manage Rows & Columns on the Subcontractor Invoices Tab

Apply Search & Filter Options

To learn how to apply the search and filter options, see Search for and Apply Filters on the Subcontractor Invoices Tab

Export a List

To learn how to export a list of subcontractor invoices, see Export Subcontractor Invoices from the Payments Tool

See Also