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Procore

Preview a Subcontractor Invoice

Objective

To learn how to view the summary preview for a subcontractor invoice

Background

After you create a new subcontractor invoice, you can preview what it will look like in its final format by expanding the 'Summary Preview' container in the invoice. 

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • You must submit your invoice before the 'Due Date' on the invoice. 

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor Invoice tab. 
  3. Locate the invoice that you want to preview and click to open it. 
  4. Click the arrow next to 'Summary Preview' to expand the section. 
    This gives you a preview of what the invoice will look like in its final format. 

    summary-preview.png

 

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