Update the General Information

In the New Invoice for [Contract #] page, update these sections: General Information and Schedule of Values beforeclicking Send.

Example

Below is an example of the New Invoice for [Contract #] page that uses the Amount-Based accounting method. There are two accounting methods in Procore, but an invoice administrator can only select one for all of a project's contracts and invoices. See How do I set the accounting method for a contract?

new-invoice-for-contract-amount-based.png

General Information

This table provides you with helpful information to complete the data entry.

 Notes

Field

Field Type

Description

How to complete the entry...

How is this created?

Contract Company

Read Only

Shows your company name. Note: This is the 'Contract Company' assigned on the purchase order or subcontract. The name is stored in the Company Directory.

Verify your company name. If the name is wrong, contact the Invited By person on the 'Invite to Bill'. Important! Do not attempt to contact the person by replying to the invite. It's sent from an unmonitored do-no-reply address.

Add a Company to the Company Directory

Invoice #

Text

Optional. Enter your invoice number.

If your company is using custom invoice numbers, you can enter your invoice number here for reference. You can also leave the field blank.

-

Billing Date*

Date

Shows the billing date for the current billing period. This is set by the invoice administrator.

Leave the date or choose a different one.

Manage Billing Periods

Period Start*

Date

Shows the start date for the current billing period. This is set by the invoice administrator.

Leave the date or choose a different one.

Manage Billing Periods

Period End*

Date

Shows the end date for the current billing period. This is set by the invoice administrator.

Leave the date or choose a different one.

Manage Billing Periods

Billing Type: Progress Billing

Option

Shows the 'Billing Type' option. Set by the invoice administrator, this determines whether you sign a Progress or Final lien waiver. Note: Depending on your agreement, you may be required to sign a Conditional and/or Unconditional lien waiver.

Select this option if you will be billing incrementally for work completed. Note: To learn the difference between a Progress Conditional and Progress Unconditional lien waivers, see How are lien waivers categorized?

Set the Default Lien Waivers on a Project

Billing Type: Final Billing

Option

Shows the 'Billing Type' option. Set by the invoice administrator, this determines if you must sign a Progress or Final lien waiver. Note: Depending on your agreement, you may be required to sign a Conditional and/or Unconditional lien waiver.

Select this option if this is your final invoice. To learn about lien waiver types, see What is a lien waiver? Note: To learn the difference between Final Conditional and Final Unconditional lien waivers, see How are lien waivers categorized?

Set the Default Lien Waivers on a Project

Accept the Invite to Bill
Update the Schedule of Values