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.
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?
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 ![]() |
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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 |
When you select more than one (1) checkbox as pictured above, the Create Disbursement button appears. To learn more, see Create Disbursements.
To learn how to manage the rows and columns, see Manage Rows & Columns on the Subcontractor Invoices Tab.
To learn how to apply the search and filter options, see Search for and Apply Filters on the Subcontractor Invoices Tab.
To learn how to export a list of subcontractor invoices, see Export Subcontractor Invoices from the Payments Tool.