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Search, Filter, and Group Invoices in the Progress Billings Tool

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)
      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

Objective

To search, filter, and group your project's subcontractor and GC/Client invoices in the project's Progress Billings tool.

Background

The Invoicing tool organizes your project's invoices on two tabs:

  • The Subcontractor tab lists all of your project's subcontractor invoices.
  • The GC/Client tab lists all of your project's GC/Client invoices. 

Both tabs allow you use to the search feature to locate specific invoices. You can also group your data and add filters to your results to narrow the number of items displayed on each tab. 

Things to Consider

Steps

Search for Invoices

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor or GC/Client tab.
    Note: The search function is not available on the Billing Periods tab.
  3. Enter your search terms in the Search box.
     Note

    Procore searches the following fields for matches:

    • For owner invoice: Invoice #, Contract #, Contractor and the Architect/Engineer.
    • For subcontractor invoice: Invoice #, Commitment #, Comment, and Contract Company.
  4. Click the magnifying glass or press ENTER to search through all of the line items on the selected tab. 

Add Groups and Filters to Invoices

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor or GC/Client tab.
  3. Click the Add Group drop-down list. Then select one of these options:
    • On the Subcontractor tab: Contract Company, Invoice Status, Payment Status, or Billing Period.
    • On the GC/Client tab: Client Contract, Invoice Status, or Payment Status. 
  4. Click the Add Filters drop-down list. Select one or more filters to apply: 
    • Contract Company
    • Billing Period
    • Invoice Status
    • Payment Status
    • Contract Type