Bulk edit your Procore owner invoice in Excel.
In Procore, you fill in the owner invoice one line at a time. Sandspit puts the whole invoice in Excel. Update work completed, stored materials, and retainage on every line, then send your changes back to Procore.
Owner Invoice Import sheet
Invoice #7, period ending 2026-08-31
Review & sync
Edit the amounts in Excel. You see every change here before it goes to Procore.
Showing 5 of 15 columns. Yellow cells are your changes. Locked cells are ones Procore won't let you edit. Sample numbers only.
Today, the owner pay app is typed in line by line.
An owner invoice shows every line from the prime contract for one billing period. The lines are already there. The work is deciding the right amount for each one, and the numbers you need are spread across four other Procore tools.
- The lines are fixed. They come from the prime contract, and new ones only show up when a prime contract change order is approved.
- For each line you answer the same question: how much did we finish this period? The answer is in the budget, direct costs, and change orders.
- Procore’s invoice form takes one line at a time. There is no fill-down, no formulas, and no way to see your cost data from other tools.
- You do it again every billing period, for every prime contract, until the job is done.
Procore Prime Contracts tool
Owner invoice, schedule of values
Cost-to-date, what the subs billed, and this month's change orders are all in other tabs.
Edit every line with your cost data right next to it.
Procore stays the system of record. Sandspit pulls your Draft owner invoice into Excel with every line, markups included. From there, billing is normal spreadsheet work. Add a percent-complete column, fill down, or write a formula against cost-to-date. You can also pull the budget, direct costs, and commitment change orders onto their own sheets to look things up.
- Find the Draft by invoice number or period end, then click Pull into Excel
- Change the five amounts Procore allows. Everything else is locked
- Some lines lock certain columns. Markup lines lock the materials columns, and unit-based lines lock work completed
- Cells you change turn yellow, so you can see your edits at a glance
Owner Invoice Import sheet
Every column, left to right
- 01 Item
- 02 Budget Code
- 03 Description
- 04 Line Type
- 05 Scheduled Value
- 06 Work Completed Previous
- 07 Work Completed This Period edit
- 08 Materials Presently Stored edit
- 09 Work Retainage Held This Period edit
- 10 Materials Retainage Held This Period edit
- 11 Work Retainage Released This Period edit
- 12 Total Completed and Stored
- 13 Percent Complete
- 14 Balance to Finish
- 15 Total Retainage
Yellow columns are the five amounts you can change. Procore fills in or calculates the rest.
Checked against Procore before anything is sent.
Sandspit remembers what each number was when you pulled the invoice. If someone changes it in Procore while you work in Excel, Sandspit will not overwrite it. When the sync is done, it reads the invoice back so your totals match Procore.
- Review & sync lists every change with the old and new amount
- After the sync, each row shows whether it saved or needs a fix
- Started this period in a different Draft on the same contract? Copy its amounts over. Nothing goes to Procore until you sync
Task pane
Sync 4 changes to Procore
- 1
Check
Sandspit compares your changes to what is in Procore right now. If someone changed the invoice after you pulled it, nothing is sent.
- 2
Send
Changed lines are sent one at a time, and you can watch the progress. On large invoices, you see how many Procore requests it will take before you start.
- 3
Confirm
Sandspit reads the totals back from Procore so your sheet matches, line for line.
4 changed lines take 6 Procore requests: 1 to check, 4 to send, and 1 to confirm.
What it does and doesn't do.
Owner Invoices is in beta, and we turn it on for each company. It updates amounts on a Draft that already exists in Procore. It does not create invoices, add lines, or change status.
Draft invoices only
The invoice must already exist in Procore as a Draft. Submitting and approving still happen in Procore.
Only the newest invoice
Procore only allows line changes on the most recent invoice for a prime contract. Older Drafts do not show up in the list.
No new lines
Lines come from the prime contract. If a line is missing, its change order has not been approved yet.
Up to 1,000 lines per sync
Enough for even the biggest contracts. You see the request count before a large sync starts.
For the people who sign the pay app.
Owner Invoices runs in the Sandspit Excel add-in. It is for teams who bill the owner every period and want their cost numbers on the same screen as the invoice. You need Standard or Admin access to the project's Prime Contracts tool.
Read the guide: update a Procore owner invoice from ExcelProject accountants
Build the pay app next to your cost-to-date, then send every line to Procore at once.
Project managers
Decide percent complete, stored materials, and retainage release with the budget and commitments open next to the invoice.
Billing and finance leads
Review the whole period’s billing, line by line, before it is submitted. The review list shows exactly what changed.
Use your real project
See it work on one of your own invoices.
Bring a real prime contract with a Draft invoice. We will pull it into Excel, edit a few lines with you, and send them back to Procore. Beta access is turned on for each company.