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ProScan+ - How to Publish a Credit Note

How to publish a Credit Note

To publish an individual Credit Note scan/invoice to Procore, follow these steps:

Scans must have the Ready to be Published status in order to publish.

There are also Bulk Publish functions available.

  1. Open Smoothx Tools and select ProScan+
  2. Navigate to My Scans

  3. Open the scan to be published

  4. Enable the Credit Note toggle

Note: Amounts are converted to negative figures.

When published, it will create a negative Direct Cost or Progress Claim, which in turn creates a Credit Note when synced to your accounting system.


  1. Verify Invoice Details: Ensure that the PROJECT, VENDOR, and PROCORE AMOUNT fields are correctly populated.

  2. Reconcile Progress Claims as required

  3. Click Publish to Procore

Click Save if not ready to publish. Return to complete your publishing later.