Users always create invoices in the project's Commitments tool. 

1. Navigate to the project's Commitments tool.
2. Find the commitment to create an invoice for in the 'Contracts' tab. 
3. Click the Number link to open it. 
   
   
    
4. At the top of the commitment, click Create and choose Create Invoice from the menu.

    Tip

   Is the 'Create Invoice' option inactive? To learn why, hover your mouse cursor over the tooltip. This option only activates when Prerequisites are met. 
   
   
   This opens the 'New Invoice for [Contract Number]' page so you can update the General Information card. 

In the New Invoice page, update the General Information card. Once updated, continue by updating the Schedule of Values. 

• Learn how to update the General Information card as an invoice administrator: Show/Hide      

  • General Information Card

    This table details the elements in the 'General Information' card. An invoice administrator can update this information when creating or editing an invoice of behalf of an invoice contact. 

    Element	Field Type	Description		Learn More
    Contract Company	Read Only	Shows the name of the subcontracting company designated as the 'Contract Company' on the commitment.		To change the company name that appears: Assign a different company to the commitment. See Create a Commitment. OR Change the company name by editing the company's record in the Project Directory or Company Directory.
    Status*	Drop-down list	Accept the default status (Draft) or select a different status from the drop-down list.  When an invoice is ready for review, remember to change its status to Under Review. Once reviewed, remember to change its status to Approved or Revise and Resubmit.		What are the default statuses for Procore invoices?
    Invoice #	Alphanumeric text	Procore automatically assigns invoice numbers in sequence using its default numbering system or the custom numbering system defined for your project's invoices.		Read Can I customize the numbering system for financial objects in Procore? before changing this number.
    Billing Period*	Drop-down list	Accept the billing period that appears by default or select any billing period from the drop-down list.  Note: Invoice contacts and users with 'Standard' level permissions on the Commitments tool can only select a billing period when an invoice is NOT already associated with it.		Only invoice administrators can Create Billing Periods.
    Billing Date*	Calendar control	Shows the billing date for the selected billing period. You can change the date for this invoice with the calendar control.		Only invoice administrators can Create Billing Periods.
    Period Start*	Calendar control	Shows the start date for the selected billing period. You can change the date for this invoice with the calendar control.		Only invoice administrators can Create Billing Periods.
    Period End*	Calendar control	Shows the end date for the selected billing period. You can change the date for this invoice with the calendar control. Note: To help project managers track how invoices impact a project's budget, the 'Billing Period' date on an invoice aligns with the work performed on a project.		Only invoice administrators can Create Billing Periods.
    Billing Type: Progress Billing	Option button	Requires Procore Pay If the subcontractor is submitting progress billings for an ongoing project, choose this option.		When your company has Procore Pay, this setting works with the Invoicing Settings for Progress Conditional and Progress Unconditional lien waivers. See Enable Lien Waivers & Set Default Templates on Projects.
    Billing Type: Final Billing	Option button	Requires Procore Pay If the subcontractor is submitting a one-time invoice or if this is the final invoice for an ongoing project, choose this option.		When your company has Procore Pay, this setting works with the Invoicing Settings for Final Conditional and Final Unconditional lien waivers. See Enable Lien Waivers & Set Default Templates on Projects.
    Submitted Date	Calendar control	Select the date the invoice was submitted to your company by the subcontractor.		Typically, this is printed on the invoice that you received from the subcontracting company.