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.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
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Bulk Edit Subcontractor Invoice Status with the Invoicing Tool |
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Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool |
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Compile Subcontractor Invoice Backups with the Invoicing Tool |
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Configure Settings: Invoicing |
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Create Automatic Billing Periods |
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Create Manual Billing Periods |
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Edit Billing Periods |
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Manage Billing Periods |
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Prime Contracts
Show/Hide Permissions
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Prime Contracts tool?
| Action | None | Read Only | Standard | Admin | Notes |
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Create a Owner Invoices
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Create a Record for a Payment Received |
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Delete Owner Invoices |
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Edit Owner Invoices |
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Email Owner Invoices |
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Export Owner Invoices |
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View a Summary Preview of an Owner Invoice |
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View a Prime Contract That is Not Private |
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View a Private Prime Contract You were Added To |
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Commitments
Show/Hide Permissions
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Commitments tool?
| Action | None | Read Only | Standard | Admin | Notes |
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Accept or Decline an 'Invite to Bill' as an Invoice Contact |
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Users must also be the invoice contact on the purchase order or subcontract. | |
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Add a New Payment to the Payments Issued Tab of a Commitment |
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Add Invoice Contacts to a Purchase Order or Subcontract |
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Add a Subcontractor SOV to a Commitment |
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Create a Payment Issued |
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Create a Purchase Order |
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This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished. |
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Create an Invoice on Behalf of an Invoice Contact |
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Create a New Subcontractor Invoice as an Invoice Contact |
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Users with 'Read Only' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | ||
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Create a Subcontractor Invoice for Release of Retainage Before, During, or After the Current Billing Period |
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Create a Subcontractor Invoice for Release of Retainage During the Current Billing Period |
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Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | ||
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Create a Subcontractor Schedule of Values (SSOV) |
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Create a Payment Received for a Prime Contract |
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Delete a Subcontractor Invoice |
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Edit a Commitment's Schedule of Values |
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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. | |
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Edit a Purchase Order |
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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. |
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Enable or Disable a Subcontractor SOV Tab on a Commitment |
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Enable the Payments Issued Tab on a Commitment |
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Forward a Subcontractor Invoice by Email |
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Review a Subcontractor Invoice as an Invoice Administrator |
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Review Invoice Line Items as an Invoice Contact |
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Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | |
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Revise & Resubmit a Subcontractor Invoice as an Invoice Contact |
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Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | |
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Search Commitments |
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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. |
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Send an 'Invite to Bill' to an Invoice Contact |
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Set or Release Retainage on a Subcontractor Invoice Before, During, or After the Current Billing Period |
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Set or Release Retainage on a Subcontractor Invoice During the Current Billing Period |
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Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | |
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Submit a New Invoice as an Invoice Contact |
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Users with 'Read Only' or 'Standard' level permissions must also be the invoice contact on the purchase order or subcontract. | |
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Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool |
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Users with 'Read Only' and 'Standard' level permissions must also be an invoice contact. |