📄 Viewing and Managing Invoices
The Invoice Viewer lets you review invoice PDFs, check details, and track line-item billing in one place. Open invoices to verify vendor names, project references, and amounts quickly and accurately.
🧾 Invoice Preview Panel
The top section displays a full preview of the original invoice PDF.
PDF Controls
🔍 Zoom in/out using the percentage dropdown or
+/–buttons.📄 Page Navigation: Use the arrows to flip through multi-page invoices.
📥 Download: Save a copy of the invoice.
📤 Open in new tab: Expand the PDF into a separate window for easier viewing.
📊 Line Item Summary (Lower Panel)
This section breaks down key financial details from the invoice:
Column | Description |
Position | Line item reference number (auto-generated). |
Budget Code | Linked cost code from your Procore or internal system. |
Scheduled Value | Original contract value or approved budget for that line. |
From Previous Application | Total amount previously billed on this item. |
Quantity | Amount of material or units billed. |
Unit Cost | Cost per unit or material line item. |
This Period | Amount billed during the current invoice cycle. |
Total Completed & Stored | Running total billed for the line item to date. |
Percentage | Billing progress as a percentage of the total scheduled value. |
Balance to Finish | Remaining unpaid balance after the current billing. |
Retainage | Amount withheld as retainage for the line item. |
Retainage % | Percentage of the scheduled value held back as retainage. |
💡 Use the Search budget codes bar to quickly find specific codes or cost lines.
🧾 Example Context
In this example:
The invoice
#2717-912114from 84 Lumber is fully viewable as a PDF.The line items below show associated budget codes and billing amounts, clearly split into:
Scheduled value
Prior billings
New charges this period
Last updated: May 13, 2025