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Preview a Subcontractor Invoice from the Progress Billings Tool

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 Phased Release: Modernized Subcontractor Invoice Experience
This page details the modernized subcontractor invoice experience. 
 Limited Release
flag-us.png The Progress Billings tool is only available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options. 

Objective

To view the summary preview for a subcontractor invoice from the Progress Billings tool. 

Background

After you create a new subcontractor invoice, you can preview what it will look like in its final format by expanding the 'Summary Preview' container in the invoice. 

Things to Consider

  • Required User Permissions:
    • You must be an invoice contact on a commitment.
    • You must submit your invoice before the 'Due Date' on the invoice. 

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the GC/Client tab. 
  3. Locate the invoice that you want to preview in the table.
  4. Click its Number link open it. 
  5. Scroll to the 'Summary Preview' area.
  6. Click the arrow to expand the preview.