Permissions

User access to the Project level Invoicing tool depends on the user's access permission to the contracts in the Project level Prime Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool.

INVOICING

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Learn which user permissions are required to take the described actions in this tool.

Important icon Important

Permissions for Invoicing are granted by assigning permissions for the Project level Commitments tool.

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action

None

Read Only

Standard

Admin

Notes

Bulk Edit Subcontractor Invoice Status with the Invoicing Tool Web

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Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool Web

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Compile Subcontractor Invoice Backups with the Invoicing Tool Web

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Configure Settings: Invoicing Web

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Create Automatic Billing Periods Web

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Create Manual Billing Periods Web

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Edit Billing Periods Web

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Manage Billing Periods Web

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Prime Contracts

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Commitments

Show/Hide Permissions

Learn which user permissions are required to take the described actions in this tool.

Important icon Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the project's Commitments tool?

Action

None

Read Only

Standard

Admin

Notes

Accept or Decline an 'Invite to Bill' as an Invoice Contact Web

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Users must also be the invoice contact on the purchase order or subcontract.

Add a New Payment to the Payments Issued Tab of a Commitment Web

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Add Invoice Contacts to a Purchase Order or Subcontract Web

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Add a Subcontractor SOV to a Commitment Web

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Create a Payment Issued Web

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Create a Purchase Order Web iOS Android

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  • Create a Purchase Order Contract

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  • Create a Purchase Order Contract

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This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished.

Create an Invoice on Behalf of an Invoice Contact Web

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Create a New Subcontractor Invoice as an Invoice Contact Web

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Users with 'Read Only' level permissions must also be designated as an invoice contact on the purchase order or subcontract.

Create a Subcontractor Invoice for Release of Retainage Before, During, or After the Current Billing Period Web

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Create a Subcontractor Invoice for Release of Retainage During the Current Billing Period Web

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Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.

Create a Subcontractor Schedule of Values (SSOV) Web

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  • Create Purchase Order
    AND

  • Create Subcontract

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  • Create Purchase Order
    AND

  • Create Subcontract

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Create a Payment Received for a Prime Contract Web

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Delete a Subcontractor Invoice Web

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  • Update Purchase Order Contract
    AND

  • Update Work Order Contract

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  • Update Purchase Order Contract
    AND

  • Update Work Order Contract

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Edit a Commitment's Schedule of Values Web iOS Android

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  • Update Purchase Order Contract
    AND

  • Update Work Order Contract

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  • Update Purchase Order Contract
    AND

  • Update Work Order Contract

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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

Edit a Purchase Order Web iOS Android

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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

Enable or Disable a Subcontractor SOV Tab on a Commitment Web

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Enable the Payments Issued Tab on a Commitment Web

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Forward a Subcontractor Invoice by Email Web

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Review a Subcontractor Invoice as an Invoice Administrator Web

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Review Invoice Line Items as an Invoice Contact Web

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Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.

Revise & Resubmit a Subcontractor Invoice as an Invoice Contact Web

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Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.

Search Commitments Web iOS Android

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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

Send an 'Invite to Bill' to an Invoice Contact Web

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Set or Release Retainage on a Subcontractor Invoice Before, During, or After the Current Billing Period Web

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Set or Release Retainage on a Subcontractor Invoice During the Current Billing Period Web

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Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract.

Submit a New Invoice as an Invoice Contact Web

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Users with 'Read Only' or 'Standard' level permissions must also be the invoice contact on the purchase order or subcontract.

Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool Web

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check-orange-simple.png

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Users with 'Read Only' and 'Standard' level permissions must also be an invoice contact.

Learn which user permissions are required to take the described actions in this tool.

Important icon Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the project's Prime Contracts tool?

Action

None

Read Only

Standard

Admin

Notes

Create a Owner Invoices Web

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Create a Record for a Payment Received Web

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Delete Owner Invoices Web

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Edit Owner Invoices Web

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Email Owner Invoices Web

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Export Owner Invoices Web

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View a Summary Preview of an Owner Invoice Web

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View a Prime Contract That is Not Private Web iOS Android

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View a Private Prime Contract You were Added To Web iOS Android

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  • Users with 'Read Only' or 'Standard' level permissions must also be added to the 'Private' field in the client contract. See Create Prime Contracts.

  • This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.