Bulk Edit the Status of Subcontractor Invoices

Objective

To bulk edit statuses for multiple subcontractor invoices.

Use the steps below to change the status of multiple subcontractor invoices at once.

Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
  Notes
  
  Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
  
  If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
  
  A Procore User account.
  
  Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
  
  Membership on the 'Private' list of a specific contract or funding
  
  Designated as an 'Invoice Contact' on the contract or funding.

Navigate to the project's Invoicing tool.
Click the Subcontractor tab.
Mark the checkboxes next to the invoices that you want to update.
Click Edit.
Select the appropriate status from the drop-down list.
Note
- To learn more about statuses, see What are the default statuses for Procore invoices?
- When creating an invoice (see Create an Invoice on Behalf of an Invoice Contact or Create and Submit an Invoice as an Invoice Contact), change the invoice's status to 'Under Review' when you are ready to send it to the invoice administrator. The administrator can then change its status to 'Approved' as needed.
- Users with 'Standard' level permissions can bulk edit invoices only when the invoice is in the 'Draft' or 'Revise & Resubmit' status.
Click Save Edits.