Search, Filter, and Group Invoices
Objective
To use the search feature, apply filters, and add groups to the project's Invoicing tool.
Background
The Invoicing tool organizes your project's invoices on two tabs:
- The Owner tab lists all of your project's owner invoices.
- The Subcontractor tab lists all of your project's subcontractor invoices.
Both tabs allow you use to the search feature to locate specific invoices. You can also group your data and add filters to your results to narrow the number of items displayed on each tab.
Things to Consider
Steps
Search for Invoices
- Navigate to the project's Invoicing tool.
- Click the Owner or Subcontractor tab.
Note: The search function is not available on the Billing Periods tab. - Enter your search terms in the Search box.
Note
Procore searches the following fields for matches:
- For owner invoice: Invoice #, Contract #, Contractor and the Architect/Engineer.
- For subcontractor invoice: Invoice #, Commitment #, Comment, and Contract Company.
- Click the magnifying glass or press ENTER to search through all of the line items on the selected tab.
Add Groups and Filters to Invoices
- Navigate to the project's Invoicing tool.
- Click the Owner or Subcontractor tab.
- Click the Add Group drop-down list. Then select one of these options:
- On the Owner tab: Prime Contract, Invoice Status, or Payment Status.
- On the Subcontractor tab: Contract Company, Invoice Status, Payment Status, or Billing Period.
- Click the Add Filters drop-down list. Select one or more filters to apply:
- Contract Company
- Billing Period
- Invoice Status
- Payment Status
- Contract Type