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Procore

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  

Learn which user permissions are required to take the described actions in this tool.

 Important

Permissions for Invoicing are granted by assigning permissions for the Project level Commitments tool.

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

Bulk Edit Subcontractor Invoice Status with the Invoicing Tool

 Web  

      check-green2.png  

Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool

 Web

      check-green2.png  

Compile Subcontractor Invoice Backups with the Invoicing Tool

 Web

      check-green2.png  

Configure Settings: Invoicing

 Web

      check-green2.png  

Create Automatic Billing Periods

 Web

      check-green2.png  

Create Manual Billing Periods

 Web

      check-green2.png  

Edit Billing Periods

 Web

      check-green2.png  

Manage Billing Periods

 Web

      check-green2.png  

Prime Contracts 

Show/Hide Permissions  

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

Create a Owner Invoices 

 Web  

 

      check-green2.png  

Create a Record for a Payment Received

 Web

      check-green2.png  

Delete Owner Invoices

 Web

      check-green2.png  

Edit Owner Invoices

 Web

      check-green2.png  

Email Owner Invoices

 Web

      check-green2.png  

Export Owner Invoices

 Web

      check-green2.png  

View a Summary Preview of an Owner Invoice

 Web

      check-green2.png  

View a Prime Contract That is Not Private

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png  

View a Private Prime Contract You were Added To

 Web     iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

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  • 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 

Show/Hide Permissions  

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

Accept or Decline an 'Invite to Bill' as an Invoice Contact

 Web   

 

icon-mindtouch-table-check.png

 

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    

      check-green2.png  

Add Invoice Contacts to a Purchase Order or Subcontract

 Web 

      check-green2.png  

Add a Subcontractor SOV to a Commitment

 Web   

      check-green2.png  

Create a Payment Issued

 Web   

      check-green2.png  

Create a Purchase Order

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create a Purchase Order Contract

icon-mindtouch-table-check.png

  • Create a Purchase Order Contract
check-green2.png 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   

 

 

 

check-green2.png  

Create a New Subcontractor Invoice as an Invoice Contact

 Web    

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

  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    

   

 

check-green2.png  

Create a Subcontractor Invoice for Release of Retainage During the Current Billing Period

 Web    

   

icon-mindtouch-table-check.png

 

check-green2.png 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

 

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  • Create Purchase Order 
    AND
  • Create Subcontract

icon-mindtouch-table-check.png

  • Create Purchase Order 
    AND
  • Create Subcontract
check-green2.png  

Create a Payment Received for a Prime Contract

 Web    

      check-green2.png  

Delete a Subcontractor Invoice

 Web   

 

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  • Update Purchase Order Contract
    AND
  • Update Work Order Contract

icon-mindtouch-table-check.png

  • Update Purchase Order Contract
    AND
  • Update Work Order Contract 
check-green2.png  

Edit a Commitment's Schedule of Values

 Web     iOS     Android

 

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  • Update Purchase Order Contract
    AND
  • Update Work Order Contract

icon-mindtouch-table-check.png

  • Update Purchase Order Contract
    AND
  • Update Work Order Contract 
check-green2.png 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

      check-green2.png 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   

      check-green2.png  

Enable the Payments Issued Tab on a Commitment

 Web   

      check-green2.png  

Forward a Subcontractor Invoice by Email

 Web   

    check-green2.png check-green2.png  

Review a Subcontractor Invoice as an Invoice Administrator

 Web    

      check-green2.png  

Review Invoice Line Items as an Invoice Contact

 Web   

 

icon-mindtouch-table-check.png

 

icon-mindtouch-table-check.png

 

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    

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

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

  check-green2.png check-green2.png check-green2.png 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  

      check-green2.png  

Set or Release Retainage on a Subcontractor Invoice Before, During, or After the Current Billing Period

 Web   

   

 

check-green2.png  

Set or Release Retainage on a Subcontractor Invoice During the Current Billing Period

 Web   

  icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

check-green2.png 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   

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

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

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

check-green2.png

Users with 'Read Only' and 'Standard' level permissions must also be an invoice contact.