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Sub: Revise & Resubmit Invoice

SUMMARY

SUBCONTRACTOR will revise & resubmit an invoice that was returned, potentially due to inaccurate billings or invoice attachment discrepancies

VIDEO TUTORIAL

How to Revise & Resubmit your Invoice

STEPS

There's two (2) ways to get to the invoice re-submission webpage:

  1. Short Cut - Click on the "Take Action in Procore" email you received regarding the Revise & Resubmission:
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  1. Long Way - Login to BCG's Procore account and navigate to your project:
Click on your commitment "Number"commitments-contracts-number-link.png

Click on the "Invoices" tab and then click "View" on the relevant Invoice

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Resubmit your invoice by doing the following...

If you need a refresher on why your Invoice was initially rejected, click on "Previous Steps" in the sidebar to see any comments left by the Berks Project Team

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  • Click Edit

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  • Take the following action to correct the invoice, as required:
    • Schedule of Values Section: adjust any billing values that need editing
    • Attachments Section: revise and re-attach any files that need correcting or inclusion
  • Click Send in the bottom right corner to Save your edits
No one will be notified just yet

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  • Next click Respond in the bottom right corner

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  • Finally, provide the following inputs:
    • Response - click into the dropdown and choose Return
    • Reason for Response - let the Berks Project Team know what you did to revise the invoice
  • Click Submit to finalize your invoice resubmission

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