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Procore

Search, Filter, and Group the Billings Page

Objective

To search, filter, and group the Billings page on the Invoicing tool. 

Things to Consider

  • Required User Permissions: 'Admin' level on the project's Commitments tool.

Steps

Search the Billings Table
  1. Navigate to the project's Invoicing tool. 
  2. Click the Subcontractor sub-tab.
  3. Enter text in the Search field to search all of the commitment line items. 
Group the Billings Table
  1. Navigate to the project's Invoicing tool. 
  2. Click the Subcontractor sub-tab.
  3. Click the Add Group drop-down and select one of the following:
    • Contract Company
    • Invoice Status
    • Payment Status
    • Billing Period
Filter the Billings Table
  1. Navigate to the project's Invoicing tool. 
  2. Click the Subcontractor sub-tab.
  3. Click the Add Filter drop-down and select one of the following:
    • Billing Period
    • Contract Company
    • Payment Status
    • Invoice Status
    • Contract Type

 

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