Preview 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 learn how to view the summary preview for a subcontractor invoice.

Background

After you create a new subcontractor invoice, you can preview what it will look like in its final format by expanding the 'Summary Preview' container in the invoice.

Things to Consider

  • Required User Permissions:

    • You must be an invoice contact on a commitment.

    • You must submit your invoice before the 'Due Date' on the invoice.

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.

  2. Click the Subcontractor Invoice tab.

  3. Locate the invoice that you want to preview and click to open it.

  4. Click the arrow next to 'Summary Preview' to expand the section.
    This gives you a preview of what the invoice will look like in its final format.

    summary-preview.png