Procore peut être configuré pour utiliser une terminologie spécifique aux entreprises générales, aux maîtres d’ouvrage ou aux entreprises spécialisées. Découvrez comment appliquer les options du dictionnaire.
In Procore, a subcontractor invoice originates in the Project Commitments tool. Before you can create an invoice, your project team must create a commitment for the project, establish a billing period, and decide which internal users and/or external collaborators will be granted permission to submit new invoices.
A Subcontractor Invoice is a request for payment submitted by a business or individual who has entered into a binding agreement with another contracting party. In Procore, a subcontractor invoice is an equivalent term for a payable invoice.
Decide which internal users and/or external collaborators can submit new invoices in the Procore project. See Create Subcontractor Invoices.
Create a commitment for the invoice to bill against. See Create Commitments.
Create a billing period for the Procore project. See Manage Billing Periods.
This diagram summarizes subcontractor invoice creation.
Create Your Subcontractor Invoices in Procore
Optional: Export Your Subcontractor Invoices to an Integrated ERP System
The steps for creating subcontractor invoices in Procore include:
Step | Description | Learn More |
|---|---|---|
Decide who will have permission to submit an invoice | You have these choices: | |
Optional. Decide if you want to collect signatures with DocuSign® | There are two (2) ways to collect signatures on commitments and invoices:
| |
Configure the Invoice Management tools | Configure the invoicing settings in the Commitments and Invoicing tools. See Configure Settings: Commitments and Configure Settings: Invoicing. | Commitments and Invoicing |
Establish a billing period | Create a billing period and place it in the Open status. A billing period defines the start, end, and due date for submitting an invoice. | |
Create a commitment | Subcontractor invoices originate from commitments. You can create multiple commitments for your collaborators in a Procore project. A commitment must be in the 'Approved' status before you can create an invoice. | |
Optional: Grant invoice submission rights to downstream collaborators | Optional: An invoice administrator can grant invoice submission rights to downstream collaborators. | |
Configure the 'Advanced Settings' tab on the commitment | For best results, configure the advanced settings before you add line items to the SOV and before you create invoices for the commitment. | |
Create invoices and submit them before the Open billing period's 'Due Date' | Learn the options for creating invoices with the Commitments tool. Only invoice administrators or invoice contacts on a commitment can create subcontractor invoices. | |
Review submitted invoices | Once submitted, an invoice administrator can review each line item on the invoice's Schedule of Values to approve or reject it. | |
Revise and resubmit invoices | If an invoice administrator rejects one (1) or more invoice line items, users can make fixes and corrections until all the line items on the invoice's Schedule of Values are Approved. | Revise & Resubmit a Subcontractor Invoice as an Invoice Contact |
Optional. Complete the signature process in DocuSign® | Once Approved, you can optionally complete the signature process in DocuSign®. | |
Optional: Sync invoices with an integrated ERP system | You'll need to determine if your ERP connector supports subcontractor invoices. |
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