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Procore

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:

Both tabs allow you use to 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

  • Required User Permissions:
    • 'Admin' on the project's Commitments tool.
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Prime Contracts or Commitments tool, as well as the privacy and invoice contact settings set on each prime contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.

Steps

Search for Invoices

  1. Navigate to the project's Invoicing tool. 
  2. Click the Owner or Subcontractor tab.
    Note: The search function is not available on the Billing Periods tab.
  3. Enter your search terms in the Search box.
  4. 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

  1. Navigate to the project's Invoicing tool. 
  2. Click the Owner or Subcontractor tab.
  3. 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.
  4. Click the Add Filters drop-down list. The select one or more filters to apply: 
    • Contract Company
    • Billing Period
    • Invoice Status
    • Payment Status
    • Contract Type

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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