For Procore Customers in the United States
When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.
- To learn the differences: Show/Hide
This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.
English (United States) - Default
English (Owner Terminology V2)
English (Specialty Contractor Terminology)
Invoicing Invoicing Progress Billings Owner Funding Owner Owner/Client Owner/Client GC/Client Prime Contract Change Order Funding Change Order Client Contract Change Order Prime Contracts Funding Client Contracts Revenue Funding Revenue Subcontract Contract Subcontract Subcontractor Contractor Subcontractor Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)
To provide Procore users with information about subcontractor invoices in Procore.
The Invoice Management solution features the Project level Invoicing tool. This tool handles two types of invoices: subcontractor invoices and owner invoices. Subcontractor invoices originate in the project's Commitments tool. Before you can create an invoice, your project team must create a commitment for the project, establish a billing period, and decide who will have permission to submit an invoice.
This diagram summarizes subcontractor invoice creation.
- Create Your Subcontractor Invoices in Procore
- Optional: Export Your Subcontractor Invoices to an Integrated ERP System
Create Your Subcontractor Invoices in Procore
The steps for creating subcontractor invoices in Procore include:
|Decide who will have permission to submit an invoice||You have these choices:
1. Grant invoice submission rights to downstream collaborators. In Procore, these users are called invoice contacts.
|Optional. Decide if you want to collect signatures with DocuSign®||There are two (2) ways to collect signatures on commitments and invoices:
|Configure the Invoice Management tools||Configure the invoicing settings in the Commitments and Invoicing tools. See Configure Settings: Commitments and Configure Settings: Invoicing.||Commitments and Invoicing|
|Establish a billing period||Create a billing period and place it in the Open status. A billing period defines the start, end, and due date for submitting an invoice.||Manage Billing Periods|
|Create a commitment||Subcontractor invoices originate from commitments. You can create multiple commitments for your collaborators in a Procore project. A commitment must be in the 'Approved' status before you can create an invoice.||Create a Commitment|
|Optional: Grant invoice submission rights to downstream collaborators||Optional: An invoice administrator can grant invoice submission rights to downstream collaborators.||Add Invoice Contacts to a Purchase Order or Subcontract|
|Configure the 'Advanced Settings' tab on the commitment||For best results, configure the advanced settings before you add line items to the SOV and before you create invoices for the commitment.||Edit the Advanced Settings Tab on a Commitment|
|Create invoices and submit them before the Open billing period's 'Due Date'||Learn the options for creating invoices with the Commitments tool. Only invoice administrators or invoice contacts on a commitment can create subcontractor invoices.||Create a Subcontractor Invoice|
|Review submitted invoices||Once submitted, an invoice administrator can review each line item on the invoice's Schedule of Values to approve or reject it.||Review a Subcontractor Invoice as an Admin|
|Revise and resubmit invoices||If an invoice administrator rejects one (1) or more invoice line items, users can make fixes and corrections until all the line items on the invoice's Schedule of Values are Approved.||Revise & Resubmit an Invoice as an Invoice Contact|
|Optional. Complete the signature process in DocuSign®||Once Approved, you can optionally complete the signature process in DocuSign®.||Complete Subcontractor Invoices with DocuSign®|
|Optional: Sync invoices with an integrated ERP system||You'll need to determine if your ERP connector supports subcontractor invoices.||ERP Integrations|