Create Owner Invoices (Beta)

Objective

To generate an owner invoice to bill an upstream collaborator for work on a prime contract.

Background

When managing your construction project in Procore, you can generate an owner invoice to bill an upstream collaborator on a prime contract. Then, submit the owner invoice.

Things to Consider

• Required User Permissions:
  • To Create Owner Invoices, 'Admin' level permissions on the project's Prime Contracts tool. 
• Additional Information:
  • By default, new invoices automatically reflect approved budget changes.
  • You can configure Procore to add approved budget changes and change orders to owner invoices created before their approval. See About Budget Changes on Owner Invoices.

Prerequisites

• Create Prime Contracts 
• Approve Prime Contracts
• Create a Billing Period. See Manage Billing Periods.

Steps

1. Navigate to the project's Prime Contracts tool.
2. Find the contract for which you want to generate an invoice. 
3. In the Number column, click the link to open it.
   
4. In the contract, click the Invoices tab. 
   
   
    
5. Click + Create and choose Create Invoice from the drop-down menu. 

    Tip

   Is the menu option grayed out? To activate this option, place the contract into the Approved or Complete status. 
   
   
   This opens the 'New Invoice for [Contract]' page.
6. In the Create Invoice card, do the following:
   
   

    Note

   An asterisk (*) below indicates the field is required. 
   • Invoice No.*
     Enter an invoice number.
   • Billing Period
     Procore selects the open billing period's date range or, if no open period, the most recent period's date range.

      Tip

     How do you create a billing period? Only an invoice administrator can create billing periods with the Invoicing tool. See Create Billing Periods. 

7. Choose the prefill settings to populate the new invoice.
   • Mark a checkbox to turn the setting ON.
     OR
   • Remove a mark from a checkbox to turn the setting OFF.  

      Tip

     Want to save time and improve data entry efficiency? Procore can populate an owner invoice with financial data from eligible subcontractor invoices, direct costs, and commitment change orders. For details, see How does Procore automatically complete amounts on an owner invoice?
8. Click Create.
   Procore creates the invoice. Continue with the next step.

Next Step

• Edit Owner Invoices

See Also

• About Owner Invoices