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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
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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