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Revise & Resubmit an Invoice as an Invoice Contact

Objective

To revise & resubmit any line items that were rejected on a subcontractor invoice

Background

After an invoice contact submits a new subcontractor invoice, an invoice administrator must review your invoice before it is approved for payment. For details, see Review a Subcontractor Invoice as an Admin.

As an invoice contact, you may have been granted sufficient access permissions to view the status of the individual line items after this review. For each line item on the invoice, your are informed of the status as follows:

  • Lines with a green checkmark icon-inspections-pass.png indicate the line item was Approved.
  • Lines with a red x icon-inspections-fail.png indicate the line item was Rejected. The invoice manager might also enter a explanation for the rejection in the 'Comments' column. 

If a line item is rejected, the invoice's status is updated to 'Revise & Resubmit.' This allows the invoice contact to review the rejected line items on the invoice and adjust the values on those line items as needed. 

Things to Consider

  • Required User Permissions:

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Click the invoice to work with in the list. 
  4. Click Edit.
  5. Review the invoice. 
  6. On the Detail tab, keep the following in mind:
    • Line items with a green checkmark icon-inspections-pass.png have been approved by the company you are billing.
    • Line items with a red X icon-inspections-fail.png have been rejected by the company you are billing. Check the entry in the 'Comment' column for a rejection reason. 
      review-invoice-as-sub.png
  7. Adjust the line item amounts as appropriate. 
  8. Choose from these options:
    • If you are not ready to submit your invoice for review, click Save.
      OR
    • If you are ready to submit your invoice for review, click Submit for Review.

 

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.