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Procore

Delete a Subcontractor Invoice from the Commitments Tool

 Legacy Content

This tutorial details Procore's legacy experience for deleting a subcontractor invoice from the Commitments tool. The information on this page will be replaced with updated content when the redesigned subcontrator invoice beta experience is generally available. To learn about this release and its timeline, see Financial Management: New Admin View for Subcontractor Invoices.

Important! If you are using the subcontractor invoice beta experience, please see Delete a Subcontractor Invoice from the Invoicing Tool instead of the information below. 

Objective

To delete a subcontractor invoice from a purchase order or subcontract using the project's Commitments tool. 

Background

You can use the steps below to delete a subcontractor invoice from a purchase order or subcontract. Once deleted, the data is permanently removed from Procore and cannot be retrieved. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
      OR
    • 'Standard' level permissions on the project's Commitments tool, if the invoice is in the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore invoices? 
    •  Note
      For user with the required user permissions listed above, you can alternatively delete an invoice from the project's Invoicing tool. For instructions, see Delete an Invoice from the Invoicing Tool
  • Additional Information:
    • Delete actions are recorded in the Change History tab on the purchase order or subcontract. 
  • Limitations:
    • Once deleted, the data is permanently removed from Procore and cannot be retrieved. 

Steps

Choose the following options for deleting a subcontractor invoice:

Delete an Invoice from the Invoices Tab

  1. Navigate to the project's Commitments tool. 
  2. Click the Contracts tab. 
  3. Locate the contract that contains the invoice you want to delete. Then click its Number link. 
    This action opens the contract. 
  4. In the contract, click the Invoices tab. 
  5. Locate the invoice to delete in the 'Invoices (Requisitions)' section. The click the RED (x) icon. 

    delete-invoice-requisition-redx.png

Delete an Invoice from the Contract's 'Invoice (Requisition)' Page

  1. Navigate to the project's Commitments tool. 
  2. Click the Contracts tab. 
  3. Locate the contract that contains the invoice you want to delete. Then click its Number link. 
    This action opens the contract. 
  4. Click the Invoices tab.
  5. In the 'Invoices (Requisitions)' table, locate the invoice to delete. Then click View or Edit
    This action opens the contract associated with the selected invoice in the project's Commitments tool. The Summary tab is visible by default. 

    delete-subcontractor-invoice-button.png
  6. Click the Delete button. 

See Also