Considerations
Prerequisites
To bill for stored materials, your team must:
Track the materials you receive and document them in your inventory.
Track the materials installed during a billing period and those stored for the future.
TipNeed help tracking materials? For tips about using different Procore tools to track materials received and installed, see How do I track the actual materials received and installed on a job site?
You also need to:
Step | On owner invoices... | On subcontractor invoices... |
|---|---|---|
Opt into the modernized invoice experience | ||
Create a contract | ||
Create an invoice |
1 In Procore, a commitment is either a purchase order or a subcontract.
When your team creates owner or subcontractor invoices, you bill for line items as other project costs. The only difference is that the materials installed and the materials stored are documented on the invoice.
Limitations
Please be aware of the following limitations:
Procore always uses the same accounting method for a contract and its invoices. If you choose an Amount-based contract, Procore generates Amount-based invoices. Similarly, a Unit/Quantity-based contract generates Unit/Quantity-based invoices.
Once line items are added to a prime contract's Schedule of Values, the accounting method for the prime contract and its invoices cannot be modified. See Create Prime Contracts.