Invoicing - User Permissions

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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

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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 Web
Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool Web
Compile Subcontractor Invoice Backups with the Invoicing Tool Web
Configure Settings: Invoicing Web
Create Automatic Billing Periods Web
Create Manual Billing Periods Web
Edit Billing Periods Web
Manage Billing Periods Web

Prime Contracts

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Important

What granular permissions are available for the project's Prime Contracts tool?

Action	None	Read Only	Standard	Admin	Notes
Create a Owner Invoices Web
Create a Record for a Payment Received Web
Delete Owner Invoices Web
Edit Owner Invoices Web
Email Owner Invoices Web
Export Owner Invoices Web
View a Summary Preview of an Owner Invoice Web
View a Prime Contract That is Not Private Web iOS Android
View a Private Prime Contract You were Added To Web iOS Android					Users with 'Read Only' or 'Standard' level permissions must also be added to the 'Private' field in the client contract. See Create Prime Contracts. This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Commitments

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Important

What granular permissions are available for the project's Commitments tool?

PROCORE SUPPORT: INTERNAL NOTES

Some Procore customers choose to grant downstream collaborators a higher level of permissions than documented in this matrix. Although this practice is supported, it is NOT recommended for the reasons stated below:

'Standard' level permissions on the project's Commitments tool. Although this permission gives designated invoice contacts the ability to create invoices with the Commitments tool, it also gives users permission to see ALL purchase orders and subcontracts that are NOT marked 'Private.' Because invoice contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to invoice contacts.
'Admin' level permission on the project's Commitments tool. Although this permission gives users the ability to create invoices, it gives the user full edit access to all of the commitments in the project's Commitments tool. It also gives the user permission to create invoices before and after the 'Due Date.' Because invoice contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to invoice contacts.

Action	Read Only	Standard	Notes
Accept or Decline an 'Invite to Bill' as an Invoice Contact Web			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 Web
Add Invoice Contacts to a Purchase Order or Subcontract Web
Add a Subcontractor SOV to a Commitment Web
Create a Payment Issued Web
Create a Purchase Order Web iOS Android	Create a Purchase Order Contract	Create a Purchase Order Contract	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 Web
Create a New Subcontractor Invoice as an Invoice Contact Web			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 Web
Create a Subcontractor Invoice for Release of Retainage During the Current Billing Period Web			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) Web	Create Purchase Order AND Create Subcontract	Create Purchase Order AND Create Subcontract
Create a Payment Received for a Prime Contract Web
Delete a Subcontractor Invoice Web	Update Purchase Order Contract AND Update Work Order Contract	Update Purchase Order Contract AND Update Work Order Contract
Edit a Commitment's Schedule of Values Web iOS Android	Update Purchase Order Contract AND Update Work Order Contract	Update Purchase Order Contract AND Update Work Order Contract	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 Web iOS Android			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 Web
Enable the Payments Issued Tab on a Commitment Web
Forward a Subcontractor Invoice by Email Web
Review a Subcontractor Invoice as an Invoice Administrator Web
Review Invoice Line Items as an Invoice Contact Web			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 Web			Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.
Search Commitments Web iOS Android			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 Web
Set or Release Retainage on a Subcontractor Invoice Before, During, or After the Current Billing Period Web
Set or Release Retainage on a Subcontractor Invoice During the Current Billing Period Web			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 Web			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 Web			Users with 'Read Only' and 'Standard' level permissions must also be an invoice contact.