Limited ReleaseThe 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.
If you are the designated invoice contact for a purchase order or subcontract, the company you are performing work for creates a billing period to define the 'Billing Date' for submitting your invoice. After the billing period is created, the invoice administrator has the option to send you an email message with the subject line, "Project Name: User Name has invited you to bill." The invite is a courtesy reminder to help ensure that an invoice is created and submitted before the due date.
- If you receive and accept the 'Invite to Bill' (see Accept or Decline an 'Invite to Bill' as an Invoice Contact), you can then follow the steps below.
- If you have not received an 'Invite to Bill', the company you are performing work for may opt to submit the invoice on your behalf. If this is the case, confirm the process you will use to submit your invoices. The company will complete the steps to Create an Invoice on Behalf of an Invoice Contact.
Things to Consider
- Required User Permissions:
- You must be an invoice contact on the commitment.
- Additional Information:
- An invoice contact must submit their invoice before the 'Due Date' for the current, open billing period. After the 'Due Date', an invoice administrator must Create an Invoice on Behalf of an Invoice Contact.
- Step 1: Enter an Invoice Number
- Step 2: Update the Schedule of Values
- Step 3: Add Attachments
- Step 4: Save or Submit an Invoice
Step 1: Enter an Invoice Number
Step 2: Update the Schedule of Values
The Unit-Based accounting method requires you to enter a quantity and unit price for each line item on the SOV. With this method, Procore automatically calculates line item totals for you.
NoteAn asterisk (*) in the list below indicates that you can edit the value of the SOV line item on your invoice.
Shows the total number of units for the line item.
- Unit Price
Shows the expense incurred for each unit for the line item.
Shows the total dollar amount of the line item. This is the sum of the Unit Price + Quantity values.
- Previous Quantity
Shows the total number of units invoiced in previous billing periods.
- Previous Value
Shows the total dollar amount invoiced in previous billing periods.
- Total Progress %.*
Enter a percentage amount that reflects your total progress. Your entry must reflect the cumulative progress of any previous billing periods and the current billing period.
- New Quantity.*
Enter a new quantity to reflect the quantity being billed this period on the new invoice.
- New Value.*
Enter a new value to reflect the value of the line item being billed this period on the new invoice.
- Retainage Released.*
Enter a dollar amount of retainage to be released this billing period.
- Total Retainage
Shows the total dollar amount of retainage to be released for the line item.
Step 3: Add Attachments
Step 4: Save as Draft or Send for Review
If you are ready to submit the invoice for review, you may do so now. If you want to submit the invoice at a later time, you have the option to save the invoice. Choose one (1) of these options:
- If you are NOT ready to send the invoice, click Save as Draft. This sets the invoice's status to Draft.
TipIf you want to email a copy of your invoice to others before submitting it for review, Procore recommends following the steps in Export a Subcontractor Invoice. You can then add your invoice as an attachment to a message using your company's email system.
- If you are ready to send the invoice, click Send. This automatically sets the invoice's status to Under Review.
- You will NOT be able to edit the invoice after you send it unless an invoice administrator changes the invoice's status to 'Revise & Resubmit.' For details, see Review a Subcontractor Invoice as an Admin.
- To learn more about statuses, see What are the default statuses for Procore invoices?