Open Invoices in the Payments Tool

Beta icon General Availability in Select Markets (United States)

flag-us.png Procore Pay is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.

Objective

To open an invoice from Procore's Company level Payments tool.

Background

Procore's Company level Payments tool provides users with the ability to open and view invoices in your company's projects.

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Payments tool.

  2. Click the Subcontractor Invoices tab.

  3. In the table, locate the invoice to open.

    Tip icon Tip

    Too many invoices in the list? To find the right invoice, perform a search or apply filters to narrow the data showing in the table. See Search for and Apply Filters on the Subcontractor Invoices Tab. You can also click the 'Invoice #' column heading to change the sort order.

  4. Click its Invoice # link.
    open-a-project-invoice.png

    This launches the Project level Commitments tool and opens the invoice with the General tab showing by default.

    Tip icon Tip

    Want to learn more about invoices? See About Subcontractor Invoices.