Approve Owner Invoices (Legacy)

 Legacy Content
This page details the legacy owner invoice experience. A modernized experience is also available. 

Background

If you are the project owner of a Procore project that is being managed in a general contractor's Procore account, your contractor might send you a PDF copy of the Detail tab of an owner invoice. In some events, the invoice might only be shared with you for informational purposes. In other events, the contractor might send you the PDF copy of the invoice to request your approval in writing. 

If you are an owner and have been asked to review your contractor's invoice, you will receive a message with a subject line that resembles this one: "FW: Owner Invoice: #1 for Prime Contract #1 - 08/30/20 - 09/05/20." To indicate your approval, follow the steps below.

Steps

  1. Locate the email message in your Inbox and open it. 
  2. Choose from these options:
    • Click the View PDF link. This opens a PDF copy of the application and certificate for payment. 
      OR
    • Click the View This Owner Invoice link to review the invoice in Procore. 
      Note:
      • If you are not currently logged into Procore, you will be prompted to enter your login credentials. 
      • If you do not have login credentials to the general contractor's Procore account, you will not be able to view the invoice in Procore. 
  3. Review the contents of the invoice. 
  4. Optional.  If you want to reply to the email to confirm your approval or rejection in writing, click Reply and enter the appropriate message. This sends your email to Procore's reply-to address for the invoice and stores a copy of your reply in the Emails tab of the prime contract in Procore.
 Important
  • After the general contractor receives your approval by email, the status of invoice must be manually updated to 'Approved' by the contractor. 

See Also