Does an invoice contact need an 'Invite to Bill' to submit an invoice?

No. An invoice contact has several options for creating an invoice.

Il existe deux façons de répondre à une « invitation à facturer » en tant que contact de facturation : (1) à partir de l’e-mail « Invitation à facturer » ou (2) à partir de l’outil Engagements au niveau projet du collaborateur en amont. Utilisez la deuxième option lorsque vous savez que vous disposez des autorisations de contact de facturation, mais que l’invitation à facturer est manquante ou perdue.

Lorsque vous répondez à une invitation, vous pouvez l’accepter ou la refuser comme suit :

• To respond to an 'Invite to Bill' email: Show/Hide

  • 1. Open your email Inbox.

    2. Look for the email message with the subject line, " "Project Name: User Name has invited you to bill."

    3. Open the 'Invite to Bill'.
       
       
       

    4. Review the Invoice Details:

       • Commitment. Shows the commitment number and name.

       • Invoice Type. Shows the invoice type. See Configure Settings: Invoicing.

       • Billing Period. The date range for the Open billing period.

       • Invited By. The first and last name of the sender. Typically, this is the invoice administrator.

       • Due Date. The date your invoice is due. Invoice contacts cannot create or submit an invoice in the Procore project after this date.

    5. Click one of these buttons to respond to the Do you want to bill this period? prompt:

       • Yes. Accept the invite and submit an invoice. This changes the invoice status to Accepted. Continue with the steps in Submit a New Invoice as an Invoice Contact.

       • No. Decline the invite if you don't want to submit an invoice for the Open billing period. This changes the invoice status to Declined.

• To respond to an 'Invite to Bill' in the Commitments tool: Show/Hide

  • Navigate to the project's Commitments tool.

  • Locate the commitment to which you were added as an invoice contact.

  • Under Do you Want to Bill this Period?, indicate your intent to submit an invoice by clicking the Yes button.
    

  • Click the Post Response button.

How is the invoice contact role assigned to users?

To add an invoice contact, an authorized user for the company managing the commitment in the Procore project must:

1. 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 

   • Optionnel. Vous pouvez sélectionner un (1) utilisateur comme contact de facturation par défaut dans un enregistrement d’entreprise. Voir Ajouter une entreprise à l’annuaire de l’entreprise.

2. 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.

3. Add the 'Contract Company' and 'Invoice Contact' to the commitment. See Add Invoice Contacts to a Purchase Order or Subcontract.

4. 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.

When does Procore send an 'Invite to Bill'?

When an invoice administrator for the Procore company account creates a new billing period, that user has the option to send out an automated billing invite to anyone who is either (1) named on the 'Private' list for the invoice or (2) a member of the Commitment tool's default 'Invoice Contact' list. See Add Invoice Contacts to a Purchase Order or Subcontract.

What if my 'Invite to Bill' is lost or missing?

• Invoice submission rights can only be granted by an invoice administrator. Contact the upstream collaborator to confirm that you have been added as an invoice contact on your commitment. See Add Invoice Contacts to a Purchase Order or Subcontract.

• If you can't find your 'Invite to Bill' (despite having sufficient permissions), the administrator may not have sent it. An invoice contact can still create a new invoice for their commitment in the Commitments tool. See Does an invoice contact need an 'Invite to Bill' to submit an invoice?

• If you lack invoice submission rights, contact the upstream collaborator. Some administrators prefer to collect your invoice in paper or digital form and create it on your behalf in their Procore project. Reach out to them for further instructions.

• Create a Subcontractor Invoice