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Procore

Delete a Subcontractor Invoice from the Progress Billings Tool

 Limited Release

flag-us.png flag-canada.png  When your company implements the 'Specialty Contractors English' point-of-view dictionary, the Invoicing tool becomes the Progress Billings tool. You'll also see terms in the user interface that are different from the terms on this page. To learn the differences, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Important! To properly implement a point-of-view dictionary, please read Owners & Specialty Contractors Point-of-View Dictionary Options (Limited Release)

Objective

To delete a subcontractor invoice from a commitment.

Background

You can only delete the most recent subcontractor invoice on a commitment. Procore records delete actions in the 'Change History' tab of a commitment. Once deleted, the invoice is permanently removed and its data is irretrievable.

Things to Consider

  • Required User Permissions
  • Additional Information:
    • You can only delete the most recent subcontractor invoice on a commitment.
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide      

Steps

  1. Navigate to the Project level Invoicing tool. 
  2. Click the Subcontractor tab. 
  3. Locate the invoice and click its Contract link. 
    This opens the commitment in the Project level Commitments tool. 
     Tip
    You can also open a commitment from the Commitments tool. To do this, navigate to the Project level Commitments tool. In the Contracts tab, click the Number link. 
  4. Choose from these options:
    • To delete an invoice from the 'Invoice' tab in the commitment:
      1. Click the Invoices tab.
      2. Hover your mouse cursor over the invoice row.
      3. Click the Delete icon-delete-trash6.png icon.
    • To delete an invoice from the commitment's 'Invoice (Requisition)' page:
      1. Click the Invoice # link.
      2. Click the Overflow menu and choose Delete from the drop-down menu. 

See Also