Bulk edit your Procore owner invoice in Excel.
Procore bills the owner one schedule of values line at a time. Sandspit pulls the Draft owner invoice into a single Excel sheet, so you can bulk edit work completed, stored materials, and retainage across every line, then sync the amounts back to Procore.
Owner Invoice Import sheet
Invoice #7, period ending 2026-08-31
Review & sync
Edit the yellow amount cells in Excel. Your changes appear here before they go to Procore.
Five of the sheet's fifteen columns shown. Yellow cells are edits staged for sync, grey cells are locked by Procore. Sample amounts are illustrative.
Today, the pay app is filled in one line at a time.
An owner invoice is a window onto the prime contract's schedule of values for one billing period. The rows are already there. The work is deciding one number per row, and the evidence for that number lives in four other Procore tools.
- The lines are fixed. They are the prime contract’s schedule of values, and new ones only arrive through approved prime contract change orders.
- Each line asks the same question: how much of this did we complete this period? The answer lives in the budget, direct costs, and commitment change orders.
- Procore’s invoice form takes one line at a time. There is no fill-down, no formula, and no way to reference the cost data sitting in another tool.
- It repeats every billing period, for every prime contract, for the life of the job.
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.
Bulk edit the Draft with your cost data beside it.
Procore stays the system of record. Sandspit pulls one Draft owner invoice into Excel with every schedule of values line and markup line, so billing the period is spreadsheet work: a percent-complete column, a fill-down, a formula against cost-to-date. Pull the Current Budget, Direct Costs, and Commitment Change Orders onto their own sheets and the evidence is one lookup away.
- Pick the Draft by invoice number and period end, click Pull into Excel
- Edit the five fields Procore allows. Everything else is read-only and stays that way
- Editability is per line: markup lines lock the materials columns, unit-based lines lock work completed
- Cells you change turn yellow so the staged edits are visible on the sheet itself
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 fields Procore lets you change on an owner invoice line. The rest come from the contract or are computed by Procore.
One sync, checked against Procore first.
Each edit is staged against the value it started from. Sandspit will not overwrite a number someone changed in Procore while you were working in Excel, and it reads the invoice back when it is done so the totals on the sheet are Procore's totals.
- Changed lines are listed under Review & sync with the before and after value
- Per-row results show exactly which lines posted and which need attention
- Started the period in another Draft? Copy its values across on the same contract and billing period, without sending anything to Procore
Task pane
Sync 4 changes to Procore
- 1
Preflight
Every changed field is compared against what is in Procore right now. If anything moved since your pull, the whole run is refused and nothing is written.
- 2
Update
Changed lines are updated one at a time with live progress in the task pane. Large invoices show the request count before anything is sent.
- 3
Readback
A final read refreshes the computed totals so the sheet matches Procore, line for line.
Four changed lines cost six Procore requests: one preflight read, four line updates, one final readback.
What Procore decides, Sandspit respects.
Owner Invoices is in beta and turned on per company. It edits amounts on an existing Draft. It does not create invoices, add lines, or change status.
Draft invoices only
Sandspit edits a Draft that already exists in Procore. Submitting and approving stay in Procore.
Latest invoice per contract
Procore only accepts line updates on the most recent invoice for a prime contract. Older Drafts are hidden from the picker.
No new lines
Lines are the contract’s schedule of values. A missing line means its prime contract change order is not approved yet.
Up to 1,000 lines per run
Enough for the largest schedules of values, with the request count shown before a big sync starts.
For the people who sign the pay app.
Owner Invoices runs in the Sandspit Excel add-in. It is for the teams that bill the owner every period and want the cost evidence on the same screen as the numbers they are entering. Needs Standard or Admin on the project's Prime Contracts tool.
Read the guide: update a Procore owner invoice from ExcelProject accountants
Build the pay application against cost-to-date in one sheet, then sync every line at once instead of retyping the numbers in Procore.
Project managers
Make the judgment calls on percent complete, stored materials, and retainage release with the budget and commitments open beside the invoice.
Billing and finance leads
Review a full period’s billing across every prime contract line before it leaves Draft, with the change log showing exactly what moved.
Use your real project
See Owner Invoices on your Procore Draft.
Bring a live prime contract and we will pull its Draft into Excel, bulk edit a few lines with you, and sync them back to Procore. Beta access is turned on per company.