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Delete a Subcontractor Invoice from the Commitments Tool

 Legacy Content

This tutorial details Procore's legacy experience for deleting a subcontractor invoice from the Commitments tool. The information on this page will be replaced with updated content when the redesigned subcontrator invoice beta experience is generally available. To learn about this release and its timeline, see Financial Management: New Admin View for Subcontractor Invoices.

Important! If you are using the subcontractor invoice beta experience, please see Delete a Subcontractor Invoice from the Invoicing Tool instead of the information below. 

Objective

To delete a subcontractor invoice from a purchase order or subcontract using the project's Commitments tool. 

Background

You can use the steps below to delete a subcontractor invoice from a purchase order or subcontract. Once deleted, the data is permanently removed from Procore and cannot be retrieved. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
      OR
    • 'Standard' level permissions on the project's Commitments tool and the invoice must be set to the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore invoices? 
    •  Note
      For user with the required user permissions listed above, you can alternatively delete an invoice from the project's Invoicing tool. For instructions, see Delete an Invoice from the Invoicing Tool
  • Additional Information:
    • You can only delete the most recent invoice on a commitment.
    • Delete actions are recorded in the Change History tab on the commitment. 
  • Limitations:
    • Once deleted, the data is permanently removed from Procore and cannot be retrieved. 
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  

    For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  

    • Before you can delete a subcontractor invoice that has been synced with an integrated ERP system, review the information below:

Steps

Choose the following options for deleting a subcontractor invoice:

Delete an Invoice from the Invoices Tab

  1. Navigate to the project's Commitments tool. 
  2. Click the Contracts tab. 
  3. Locate the contract that contains the invoice you want to delete. Then click its Number link. 
    This action opens the contract. 
  4. In the contract, click the Invoices tab. 
  5. Locate the invoice to delete in the 'Invoices (Requisitions)' section. You can only delete the most recent invoice on a commitment. Then click the RED (x) icon.  
    delete-invoice-requisition-redx.png

Delete an Invoice from the Contract's 'Invoice (Requisition)' Page

  1. Navigate to the project's Commitments tool. 
  2. Click the Contracts tab. 
  3. Locate the contract that contains the invoice you want to delete. You can only delete the most recent invoice on a commitment. Then click its Number link. 
    This action opens the contract. 
  4. Click the Invoices tab.
  5. In the 'Invoices (Requisitions)' table, locate the invoice to delete. Then click View or Edit
    This action opens the contract associated with the selected invoice in the project's Commitments tool. The Summary tab is visible by default. 

    delete-subcontractor-invoice-button.png
  6. Click the Delete button. 

See Also

 

If you would like to learn more about Procore's invoice management software and how it can help your business, please visit our construction invoice management software product page icon-external-link.png.