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Review Invoice Line Items as an Invoice Contact

Objective

To review rejected line items on a subcontractor invoice as the invoice contact. 

Background

Project managers and users with 'Admin' permissions on the Commitments tool can approve or reject invoice line items that have been submitted by an invoice contact (or Procore user with permission to submit an invoice).  If you are an invoice contact, you will be able to see which items on your invoice are approved and rejected as follows:

  • A green checkmark indicates that the invoice line item has been approved. 
  • A red x indicates that the invoice line item has been rejected.

Procore users with 'Standard' permission can view the line items that have been approved and rejected. They can also view any comments that have been added to the rejected line item(s). 

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Commitments tool.
      OR
    • 'Standard' on the project' s Commitments tool and you must be added as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab, select the commitment that you want to work with.
  3. Click the Invoices tab.
  4. Click Edit for the invoice that you want to work with.
  5. Click Edit.
  6. Items with a green checkmark icon-inspections-pass.png to the left of the line show that the item has been approved. Items with a red X icon-inspections-fail.png to the left of the line item means that the line item has been rejected. The Comment column to the right shows any comments that have been added to the line item by the Admin user. 

review-invoice-as-sub.png

  1. You can adjust your line item amounts and then click Submit for Review.

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.

 

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