(Beta) View the Summary Preview for a Subcontractor Invoice from the Progress Billings Tool
Note
If you have the generally available version of subcontractor invoices, there is no equivalent to the 'Summary Preview' because it is a new feature in the Beta experience.Limited Release
The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options. Objective
To view the 'Summary Preview' in a subcontractor invoice.
Background
As you work on creating and editing your subcontractor invoice, you can expand the 'Summary Preview' card on your invoice to see what your final invoice is going to look like.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
Prerequisites
Steps
- Navigate to the project's Progress Billings tool.
- Click the Subcontractor tab.
- Locate the subcontractor invoice that you want to preview.
- Click the Invoice # link.
- Expand the Summary Preview card.
The image below shows you the fields in the Summary Preview card.
