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Procore

Delete an Invoice in Portfolio Financials

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Objective

To delete an invoice that exists in the Contract Room in Portfolio Financials.

Background

The Contract Room is a shared portal where vendors can submit change orders and invoices directly to the project team for approval throughout the duration of the project. The Invoices tab of the Contract Room is where invoices can be added, managed, and reviewed.

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' permissions must have access to the contract associated with the invoice, or access to the relevant Invoice Room. 
  • Additional Information:
    • Deleting an invoice in Portfolio Financials is permanent. If you delete an invoice, it cannot be retrieved. 

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker. 
    Note: Cost items with a Contract Room are marked with a ribbon icon-ribbon-pfcp.png icon.
  2. Click the Invoices tab.
  3. Click the invoice you want to delete.
  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon and select Delete.
     Warning
    Deleting an invoice in Portfolio Financials is permanent. If you delete an invoice, it cannot be retrieved. 
  5. Click Delete to confirm that you want to permanently delete the invoice.