Delete a Subcontractor Invoice

Beta icon 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 delete a subcontractor invoice from a commitment.

Background

You can only delete the most recent subcontractor invoice on a commitment. Procore records delete actions in the 'Change History' tab of a commitment. Once deleted, the invoice is permanently removed and its data is irretrievable.

Things to Consider

  • Required User Permissions

  • Additional Information:

    • You can only delete the most recent subcontractor invoice on a commitment.

  • For companies using theicon-erp-synced2.png ERP Integrations tool: Show/Hide

Prerequisites

Steps

  1. Navigate to the Project level Invoicing tool.

  2. Click the Subcontractor tab.

  3. Locate the invoice and click its Contract link.
    This opens the commitment in the Project level Commitments tool.

    Tip icon Tip

    You can also open a commitment from the Commitments tool. To do this, navigate to the Project level Commitments tool. In the Contracts tab, click the Number link.

  4. Choose from these options:

    • To delete an invoice from the 'Invoice' tab in the commitment:1. Click the Invoices tab.2. Hover your mouse cursor over the invoice row.3. Click the Delete icon-delete-trash6.png icon.

    • To delete an invoice from the commitment's 'Invoice (Requisition)' page:1. Click the Invoice # link.2. Click the Overflow menu and choose Delete from the drop-down menu.