跳转到主内容
Procore

预览分包商发票

 For Procore Customers in the United States

flag-us.png  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 general 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. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)

      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

目标

了解如何查看分包商发票的摘要预览。

背景

新建分包商发票后,可以通过展开发票中的“摘要预览”容器来预览其最终格式的外观。

需要考虑的事项

  • Required User Permissions:
    • You must be an invoice contact on a commitment.
    • You must submit your invoice before the 'Due Date' on the invoice. 

先决条件

步骤

  1. 导航到项目的开发票工具。
  2. 点击分包商发票标签页。
  3. 找到要预览的发票,点击打开。
  4. 点击"摘要预览"旁边的箭头以展开该部分。
    这可让你预览发票在最终格式下的预览。

    summary-preview.png

另请参阅

 

If you would like to learn more about Procore's invoice management software and how it can help your business, please visit our construction invoice management software product page icon-external-link.png.