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Preview a Subcontractor Invoice

 Limited Release

On Friday, December 18, 2020 Procore began the first phase of a gradual rollout of the new collaborator view for the Project level Invoicing tool. For the initial phase, this feature will be released to a limited number of Procore customer accounts. Then, over the following several weeks, the feature will continue to be rolled out to additional Procore customers until the rollout process is complete. To learn more, see Financial Management: (Coming Soon!) New Collaborator View for the Invoicing Tool.

If you are an invoice contact and looking for instructions for the previous version of subcontractor invoicing, please see Submit a New Invoice as an Invoice Contact and How do I bill for stored materials in Procore?

Important!  If you are a Procore customer who has purchased a custom workflow for invoicing (see Procore Custom Solutions),  your company account will NOT be receiving this update. This is because your project's Invoicing tool requires a customized approval path for processing your subcontractor invoices. If you have any questions about invoicing and your custom workflow, please reach out to your company's Procore point of contact.  

Objective

To learn how to view the summary preview for a subcontractor invoice

Background

After you create a new subcontractor invoice, you can preview what it will look like in its final format by expanding the 'Summary Preview' container in the invoice. 

Things to Consider

  • Required User Permissions:
    • To create a new subcontractor invoice in response to an 'Invite to Bill' before the 'Due Date' of the billing period, 'Read Only' level permissions on the project's Commitments tool and you must be the designated 'Invoice Contact' on the purchase order or subcontract.
       Notes
      • Adding an invoice contact to a purchase order or subcontract also adds the person to the 'Private' list.
      • If you are the designated invoice contact and want to submit an invoice after the 'Due Date,' you must contact the company you performed the work for to request that they create the invoice on your behalf. See Create an Invoice on Behalf of an Invoice Contact. Invoice contacts cannot submit invoices in Procore after the due date passes. 
      • If you are the designated invoice contact and cannot find the 'Invite to Bill' that you were sent, you do NOT need the email message to create a new invoice. As long as it is before the 'Due Date', you can log in to Procore and navigate to the Commitments tool to create the new invoice for the purchase order or subcontract.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor Invoice tab. 
  3. Locate the invoice that you want to preview and click to open it. 
  4. Click the arrow next to 'Summary Preview' to expand the section. 
    This gives you a preview of what the invoice will look like in its final format. 

    summary-preview.png

See Also

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.