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Procore

(Beta) Create a Subcontractor Invoice on Behalf of an Invoice Contact

 Note
If you have the legacy version of subcontractor invoices, follow the steps in Create an Invoice on Behalf of an Invoice Contact instead of the ones below.
 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options

Objective

Background

Things to Consider

Prerequisites

Steps

  1. Open the New Invoice Page
  2. Update the General Information Card
  3. Update the Schedule of Values Card
  4. Set an Release Retainage on SOV Line Items
  5. Add Attachments
  6. Save the Invoice

Open the New Invoice Page

Update the General Information Card

Set and Release Retainage on SOV Line Items

Add Attachments

Save the Invoice

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