{"id":2024,"date":"2021-02-19T10:47:09","date_gmt":"2021-02-19T00:17:09","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=2024"},"modified":"2021-02-19T10:55:23","modified_gmt":"2021-02-19T00:25:23","slug":"procore-sales-workflow-for-xero","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/procore-sales-workflow-for-xero\/","title":{"rendered":"Procore Sales Workflow for Xero"},"content":{"rendered":"\n<p><strong>Head Contract\/Prime Contract (Procore to Xero)<\/strong><\/p>\n\n\n\n<p><em>Note: Head Contract is used in this article, and is the same as Prime Contract<\/em><\/p>\n\n\n\n<p>When you wish to invoice your client , you will need to create a Head Contract  Progress Claim in Procore. Follow your normal process to create a Head Contract Progress Claim. Once the status reaches Approved , the integration will send it to Xero as a Sale in draft\/waiting approval.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"889\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2021\/02\/Head-Contract-Workflow-1024x889.jpg\" alt=\"\" class=\"wp-image-2027\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2021\/02\/Head-Contract-Workflow-1024x889.jpg 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2021\/02\/Head-Contract-Workflow-300x261.jpg 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2021\/02\/Head-Contract-Workflow-768x667.jpg 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2021\/02\/Head-Contract-Workflow-50x43.jpg 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2021\/02\/Head-Contract-Workflow-60x52.jpg 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2021\/02\/Head-Contract-Workflow-100x87.jpg 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2021\/02\/Head-Contract-Workflow.jpg 1080w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Head Contract\/Prime Contract (Procore to Xero) Note: Head Contract is used in this article, and is the same as Prime Contract When you wish to invoice your client , you will need to create a Head Contract Progress Claim in Procore. Follow your normal process to create a Head Contract&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[27,38,35],"ht-kb-tag":[],"class_list":["post-2024","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-xero","ht_kb_category-transactions-head-contracts-xero","ht_kb_category-transactions-xero"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2024","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=2024"}],"version-history":[{"count":3,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2024\/revisions"}],"predecessor-version":[{"id":2028,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2024\/revisions\/2028"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=2024"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=2024"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=2024"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}