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Sub: Submit Invoice for Review

SUMMARY

SUBCONTRACTOR will submit invoice prior to due date for review and approval by Berks Construction Group, and pending Approval, will be paid by the 30th of the next month.

VIDEO TUTORIAL

How to Submit an Invoice

STEPS

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

  1. Short Cut - Click on the "YES" in the email you got inviting you to bill
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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 "+ Create" then "Create Invoice"
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Fill out the below to submit your invoice...

SECTION: GENERAL INFORMATION

Ignore all fields not listed below, including Status and Date fields
  • Invoice # - type in your Invoice #

SECTION: SCHEDULE OF VALUES

  • Update the Work Completed This Period column with required billed amounts for each row, i.e. SOV line item
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SECTION: ATTACHMENTS

  • Upload the relevant attachments:
If your attachment includes the following, it will be returned for you to revise & resubmit:

- Discrepancies from the billed amount in the Schedule of Values section above
- Attempted billings and/or reference to a formally unapproved Subcontract Change Order
    • Invoice Attachment - Upload a copy of the Sub's AIA PDF
      • Note: this is always required
    • Closeout Letter Attachment - Only relevant during Closeout
    • Warranty Attachment - Only relevant during Closeout
  • Click Save
This will automatically kickoff the Invoice Approval Workflow

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