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 head 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.
With Procore's Invoicing tool, your company can simplify the progress claim collection, review and approval process on all of your construction projects. Progress Claims that once took days to complete, can now be processed in a few minutes using Procore's paperless progress claim management features. The Invoicing tool is designed specifically for Procore users with 'Admin' permission on the Commitments and/or Head Contracts tool.
Generate accurate progress claims for owner and subcontractor contracts
Streamline the collection, review, and approval process with billing stakeholders
Increase confidence that progress claim amounts match work completed to reduce rework and prevent overbilling
User access to the Project level Invoicing tool depends on the user's access permission to the contracts in the Project level Head 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.
2 To perform this task, you must have the permissions designated in the tutorial and you must be an progress claim contact. By default, progress claim contacts are added to the 'Private' list of a commitment.
Head Contracts
The following table highlights which user permissions are required to perform the described user action.
1 To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Progress Claim Contact on the commitment. See What is a progress claim contact?
2 To perform this task, downstream collaborators should be designated as a progress claim contact on the commitment. See What is a progress claim contact?
3 To perform this task and to release retention during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as a progress claim contact on the commitment. See What is a progress claim contact? To set retention, you must be a user with 'Admin' level permissions on the Commitments tool.
4 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a progress claim contact on the purchase order or subcontract.
5 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a progress claim contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list.
6 The progress claim must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.
Below are the notable changes to the project's Invoicing tool (also known as the Progress Billings tool in some accounts).
Recent Changes
Beta Automated Movement of Stored Materials on Progress Claims (12/08/2024)
Procore implemented a configuration that, when enabled, automatically moves Stored Materials balances to the Work Completed from Previous Application column on the next progress claim created. This configuration applied to both Owner and Subcontractor Progress Claims. To access the new stored materials functionality, teams must join the Closed Beta program for Automated Movement of Stored Materials. For information, contact your Procore point of contact. To learn more, see About Stored Materials.
Beta Bill for stored materials on unit/quantity-based Contracts (15/08/2024)
Teams participating in the Owner Progress Claim and Subcontractor Progress Claim Beta programs can now bill for stored materials using the ‘Unit/Quantity-Based’ accounting method. Billing for stored materials on progress claims helps contractors recover costs and ensures accurate documentation by differentiating between installed and stored materials. To access the new stored materials functionality, teams must join the Closed Beta program for Unit/Quantity-Based contracts for each progress claim type. For information, contact your Procore point of contact. To learn how to use the functionality, see About Stored Materials on Progress Claims.
Include Procore Pay Lien Waivers in Subcontractor Progress Claim Backups (12/08/2024)
Procore has updated the Project level Invoicing tool for payors using Procore Pay. Now, when compiling a subcontractor progress claim backup, the system includes any first- and sub-tier lien waivers in the downloadable PDF backup file. This enhancement streamlines documentation, providing comprehensive proof of payment and supporting documents need to efficiently resolve non-payment disputes. See Compile Subcontractor Progress Claim Backups with the Invoicing Tool.
Improved File Names for Subcontractor Progress Claim Backup PDFs (12/08/2024)
Whenever a user compiles a subcontractor progress claim backup, Procore sends the user an email when the file is ready to download. Before this update, Procore always named the backup file "subcontractor_invoice_backup.pdf". To improve clarity and ease of identification, Procore now automatically appends the project name, project number, date and time of the compile in the file name. For an example, see Compile Subcontractor Progress Claim Backups with the Invoicing Tool.
Improved Sorting in Subcontractor Progress Claim Backup PDFs (06/08/2024)
When compiling subcontractor progress claim backups, Procore now sorts progress claims by 'Contract #' in ascending order. It also applies a secondary sort by 'Invoice Position' number. This improves the clarity and organisation of the progress claims included in the downloadable backup file. To learn more, see Compile Subcontractor Progress Claim Backups with the Invoicing Tool.
Variation Titles Now Display on Owner Progress Claim PDFs (25/07/2024)
Now, when you export owner progress claim PDFs, you will see the complete titles of your variations, not just the numbers, bringing clarity and ease to your invoicing process. Before exporting, simply apply the Head Contract Variation, Potential Variation, or Variation Request options to the Schedule of Values using the 'Select Groups to Display' menu for both the 'Industry Standard' and 'Custom Configuration' column views. To learn more, see Export Head Contract Progress Claim.
Improved Subtotals Display on Owner Progress Claim PDFs (22/07/2024)
To enhance the consistency and clarity of continuation sheets on exported owner progress claim PDFs, Procore updated group subtotals to appear at the bottom of each group, instead of at the top within the row group heading. Additionally, any extra groupings were also displayed at the bottom, aligning with industry expectations for a cleaner, more organised presentation. To learn how to export an owner progress claim, see Export Head Contract Progress Claim.
Beta Prefill Owner Progress Claim Retention Amounts on Head Contract Progress Claim (16/07/2024)
Updated Export > PDF with Attachments Option for Subcontractor Progress Claims (24/05/2024)
Procore has updated the Export > PDF with Attachments menu option to download the compiled PDF file with attachments directly to your computer. Before the update, Procore send the PDF to you by email when the progress claim and attachments were ready. To learn more, see Export a Subcontractor Progress Claim.
IMPROVED ROW GROUPS ON OWNER INVOICE SCHEDULE OF VALUES (24/05/2024)
When you create a new owner progress claim, the row groups on the new progress claim's Schedule of Values now mirror the user's most recent groupings from the previous progress claim. This consistency makes data entry easier, especially when users create new progress claims for progress payments. To learn how to create a progress claim, see Create Head Contract Progress Claim.
Customise OWNER INVOICE NUMBERING System ON MODERNISED EXPERIENCE (20/05/2024)
For users on the modernised owner progress claim experience, Procore has updated its progress claim numbering system. Users can now create a customised numbering scheme that automatically increments to the next number in the sequence when creating future progress claims. To learn more, see Can I customise the numbering system for financial objects in Procore?
Budget Changes on Owner Invoicing (13/05/2024)
Budget Changes is now available on owner invoicing. The highly-anticipated feature allows clients to directly include approved budget changes in head contract progress claim, improving transparency with the use of contingency funds. Users can simplify their billing process and reduce the need for separate Head Contract Variations. This feature is only available for clients that are opted into the Modernised Owner Progress Claim Experience and are migrated to the new Budget Changes tool. To learn more, see About Budget Changes on Head Contract Progress Claim.
When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates.
Head Contract Progress Claim added to Workflows Open Beta (13/03/2024)
FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Progress Claim Experience Date (26/01/2023)
The option to switch between the beta and legacy subcontractor progress claim experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.
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. 
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