Invoicing - User Permissions
User access to the Project level Invoicing tool depends on the user's access permission to the contracts in the Project level Prime Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool.
INVOICING
Show/Hide Permissions
Important
Permissions for Invoicing are granted by assigning permissions for the Project level Commitments tool.
Action | None | Read Only | Standard | Admin | Notes |
---|---|---|---|---|---|
Bulk Edit Subcontractor Invoice Status with the Invoicing Tool |
![]() ![]() ![]() |
||||
Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool |
![]() ![]() ![]() |
||||
Compile Subcontractor Invoice Backups with the Invoicing Tool |
![]() ![]() ![]() |
||||
Configure Settings: Invoicing |
![]() ![]() ![]() |
||||
Create Automatic Billing Periods |
![]() ![]() ![]() |
||||
Create Manual Billing Periods |
![]() ![]() ![]() |
||||
Edit Billing Periods |
![]() ![]() ![]() |
||||
Manage Billing Periods |
![]() ![]() ![]() |
Prime Contracts
Show/Hide Permissions
Important
What granular permissions are available for the project's Prime Contracts tool?
Action | None | Read Only | Standard | Admin | Notes |
---|---|---|---|---|---|
Create a Owner Invoices
|
![]() ![]() ![]() |
||||
Create a Record for a Payment Received |
![]() ![]() ![]() |
||||
Delete Owner Invoices |
![]() ![]() ![]() |
||||
Edit Owner Invoices |
![]() ![]() ![]() |
||||
Email Owner Invoices |
![]() ![]() ![]() |
||||
Export Owner Invoices |
![]() ![]() ![]() |
||||
View a Summary Preview of an Owner Invoice |
![]() ![]() ![]() |
||||
View a Prime Contract That is Not Private |
![]() ![]() ![]() |
![]() ![]() ![]() |
![]() ![]() ![]() |
||
View a Private Prime Contract You were Added To |
|
|
![]() ![]() ![]() |
|
Commitments
Show/Hide Permissions
Important
What granular permissions are available for the project's Commitments tool?
Action | None | Read Only | Standard | Admin | Notes |
---|---|---|---|---|---|
Accept or Decline an 'Invite to Bill' as an Invoice Contact |
|
|
![]() ![]() |
Users must also be the invoice contact on the purchase order or subcontract. | |
Add a New Payment to the Payments Issued Tab of a Commitment |
![]() ![]() ![]() |
||||
Add Invoice Contacts to a Purchase Order or Subcontract |
![]() ![]() ![]() |
||||
Add a Subcontractor SOV to a Commitment |
![]() ![]() ![]() |
||||
Create a Payment Issued |
![]() ![]() ![]() |
||||
Create a Purchase Order |
|
|
![]() ![]() ![]() |
This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished. |
|
Create an Invoice on Behalf of an Invoice Contact |
|
|
![]() ![]() ![]() |
||
Create a New Subcontractor Invoice as an Invoice Contact |
|
|
Users with 'Read Only' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | ||
Create a Subcontractor Invoice for Release of Retainage Before, During, or After the Current Billing Period |
|
![]() ![]() ![]() |
|||
Create a Subcontractor Invoice for Release of Retainage During the Current Billing Period |
|
![]() ![]() ![]() |
Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | ||
Create a Subcontractor Schedule of Values (SSOV) |
|
|
![]() ![]() ![]() |
||
Create a Payment Received for a Prime Contract |
![]() ![]() ![]() |
||||
Delete a Subcontractor Invoice |
|
|
![]() ![]() ![]() |
||
Edit a Commitment's Schedule of Values |
|
|
![]() ![]() ![]() |
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. | |
Edit a Purchase Order |
![]() ![]() ![]() |
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. |
|||
Enable or Disable a Subcontractor SOV Tab on a Commitment |
![]() ![]() ![]() |
||||
Enable the Payments Issued Tab on a Commitment |
![]() ![]() ![]() |
||||
Forward a Subcontractor Invoice by Email |
![]() ![]() ![]() |
![]() ![]() ![]() |
|||
Review a Subcontractor Invoice as an Invoice Administrator |
![]() ![]() ![]() |
||||
Review Invoice Line Items as an Invoice Contact |
|
|
![]() ![]() |
Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | |
Revise & Resubmit a Subcontractor Invoice as an Invoice Contact |
|
|
![]() ![]() |
Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | |
Search Commitments |
![]() ![]() ![]() |
![]() ![]() ![]() |
![]() ![]() ![]() |
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. |
|
Send an 'Invite to Bill' to an Invoice Contact |
![]() ![]() ![]() |
||||
Set or Release Retainage on a Subcontractor Invoice Before, During, or After the Current Billing Period |
|
![]() ![]() ![]() |
|||
Set or Release Retainage on a Subcontractor Invoice During the Current Billing Period |
![]() |
|
![]() ![]() ![]() |
Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | |
Submit a New Invoice as an Invoice Contact |
|
|
![]() ![]() |
Users with 'Read Only' or 'Standard' level permissions must also be the invoice contact on the purchase order or subcontract. | |
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool |
|
|
|
Users with 'Read Only' and 'Standard' level permissions must also be an invoice contact. |