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Procore

Vista previa de una factura de subcontratista

 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)

Objetivo

Saber cómo ver la vista previa resumida de una factura de subcontratista

Contexto

Después de crear una nueva factura de subcontratista, puede obtener una vista previa de cómo se verá en su formato final expandiendo "Vista previa de resumen" en la factura. 

Temas a considerar

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

Pasos

  1. Vaya a la herramienta Facturación del proyecto.
  2. Haga clic en la pestaña Factura de subcontratista
  3. Busque la factura de la que desea obtener una vista previa y haga clic para abrirla. 
  4. Haga clic en la flecha junto a "Vista previa del resumen" para expandir la sección. 
    Esto le da una vista previa de cómo se verá la factura en su formato final. 

    summary-preview.png

 

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.