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Preview a Subcontractor Invoice from the Progress Billings Tool

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 Phased Release: Modernised Subcontractor Payment application Experience
This page details the modernised subcontractor payment application experience. 
 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 

Objective

To view the summary preview for a subcontractor invoice from the Progress Billings tool. 

Background

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

Things to Consider

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

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the GC/Client tab. 
  3. Locate the invoice that you want to preview in the table.
  4. Click its Number link open it. 
  5. Scroll to the 'Summary Preview' area.
  6. Click the arrow to expand the preview.