Grant Invoice Contacts Access to Procore
Un contacto de facturación es una persona que se asegura de que una factura se envíe a un contratista principal para su pago. En Procore, un contacto de la factura es siempre un empleado de la "Compañía contratista" designada en una orden de compra o subcontrato. La compañía contratista es la parte responsable de realizar el trabajo y/o suministrar materiales para un proyecto. Para los clientes en los Estados Unidos que utilizan la herramienta Requisiciones de pago en progreso de Procore, este término es sinónimo de contacto de facturación de progreso.
Steps
To add an invoice contact, an authorized user for the company managing the commitment in the Procore project must:
Add the subcontracting company to the Company Directory. The subcontracting company corresponds to the 'Contract Company' on a commitment. See Add a Company to the Company Directory. The user who will be the invoice contact must be added to the company. See Add Users to the Company.
Notes
Optional. You can select one (1) user to be the default invoice contact in a company record. See Add a Company to the Company Directory.
Grant the invoice contact's user account 'Read Only' level permissions on the Project level Commitments tool. Procore recommends managing invoice contact permissions with a project permissions template. See Edit a Project Permissions Template.
Add the 'Contract Company' and 'Invoice Contact' to the commitment. See Add Invoice Contacts to a Purchase Order or Subcontract.
Optional. Configure optional email notifications for the invoice contact:
To send an email notification when an invoice's status is changed to 'Approved', see Configure Settings: Invoicing.