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Procore

About Subcontractor Invoices

 For Procore Customers in the United States

flag-us.png  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. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      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)

Objective

To provide Procore users with information about subcontractor invoices in Procore. 

Background

In Procore, a subcontractor invoice originates in the Project Commitments tool. Before you can create an invoice, your project team must create a commitment for the project, establish a billing period, and decide which internal users and/or external collaborators will be granted permission to submit new invoices.

 Tip
A Subcontractor Invoice is a request for payment submitted by a business or individual who has entered into a binding agreement with another contracting party. In Procore, a subcontractor invoice is an equivalent term for a payable invoice.

Prerequisites

Workflow

This diagram summarizes subcontractor invoice creation.

 

 

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

 

 

 

 

START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...

 

Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
INVOICING
INVOICING
Add an 'Invoice Contact' with the Commitments or Invoicing tool?
Add an 'Invoice Contact' with the Co...

 

Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
INVOICE CONTACT
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new invoice?
Who will create the new invoice?
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Administrator (an internal user)
Invoice Administrato...
Invoice Contact
(an external collaborator)
Invoice Contact...
Commitments
Commitments
Invoicing
Invoicing

 

Create a New Invoice on Behalf of the Invoice Contact
Create a New Invoice o...

 

END
END

 

Send an 'Invite to Bill' to an Invoice Contact
Send an 'Invite to...

 

Revise and Resubmit
an Invoice as an Invoice Contact
Revise and Resubmit...
REVISE AND RESUBMIT
REVISE AND RESUBMIT
Does the invoice contact want to submit an invoice for the current billing period?
Does the invoice contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED
 
Did the Invoice Administrator reject any line items on the invoice?
Did the Invoice Administrator...

 

END
END
DECLINED
DECLINED
 
General Availability
Submit a New Invoice as an Invoice Contact
General Availability...
Review an Invoice as an Invoice Administrator
Review an Invoice as an...
Are you using one of the supported ERP Integrations to sync invoices? 
(Sage 300 CRE, QuickBooks, Yardi)
Are you using one of the supported...
DRAFT
DRAFT

 

 
 
Limited Release
Submit a New Invoice as an Invoice Contact
Limited Release...
Continued from the 'Create a Commitment' workflow
Continued from the 'Create a C...
Continue to the 'Export Approved Subcontractor Invoices to ERP' workflow
Continue to the 'Export Approv...

Steps

Create Your Subcontractor Invoices in Procore

The steps for creating subcontractor invoices in Procore include:

Step Description Learn More
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

2. Gather paper or digital invoices from collaborators and grant invoice submission rights to your team. In Procore, these users are your invoice administrators

Considerations
Optional. Decide if you want to collect signatures with DocuSign® There are two (2) ways to collect signatures on commitments and invoices: DocuSign®
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 Invoice Administrator
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 a Subcontractor 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