Bulk Edit the Status of Subcontractor Invoices in the Progress Billings Tool

Objective

To bulk edit statuses for multiple subcontractor invoices using the Progress Billings tool. 

Background

With the Progress Billings tool, you can use the steps below to change the status of multiple subcontractor invoices at once. 

Things to Consider

Prerequisites

• Create an Invoice on Behalf of an Invoice Contact
  OR
• Submit a New Invoice as an Invoice Contact

Steps

1. Navigate to the project's Progress Billings tool.
2. Click the Subcontractor tab.
3. Mark the checkboxes next to the invoices that you want to update.
4. Click Edit.
   
5. Select the appropriate status from the drop-down list. 

    Note

   • To learn more about statuses, see What are the default statuses for Procore invoices?

   • When creating an invoice (see Create an Invoice on Behalf of an Invoice Contact or Create and Submit an Invoice as an Invoice Contact), change the invoice's status to 'Under Review' when you are ready to send it to the invoice administrator. The administrator can then change its status to 'Approved' as needed. 

   • Users with 'Standard' level permissions can bulk edit invoices only when the invoice is in the 'Draft' or 'Revise & Resubmit' status.
6. Click Save Edits. 

See Also

• Create an Invoice on Behalf of a Subcontractor
• Submit a New Invoice as an Invoice Contact