Forward a Subcontractor Invoice by Email

Vous utilisez la terminologie du maître d’ouvrage ou de l’entrepreneur spécialisé ?

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.

  • To learn the differences: Show/Hide

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials.

      Entrepreneurs généraux
      Anglais (États-Unis) - Par défaut

      Propriétaire
      Anglais (Terminologie du propriétaire V2)

      Entrepreneurs spécialisés
      Anglais (terminologie des entrepreneurs spécialisés)

      Facturation

      Facturation

      Facturations proportionnelles

      Propriétaire

      Financement

      Propriétaire

      Maître d’ouvrage/Client

      Maître d’ouvrage/Client

      CG/client

      Ordre de changement au contrat principal

      Ordre de changement de financement

      Ordre de changement du contrat client

      Contrats principaux

      Financement

      Contrats clients

      Revenu

      Financement

      Revenu

      Sous-traiter

      Contrat

      Sous-traiter

      Sous-traitant

      Entrepreneur

      Sous-traitant

      Ventilation des coûts du sous-traitant (VDCS)

      Ventilation des coûts de l’entrepreneur (VDCST)

      Ventilation des coûts du sous-traitant (VDCS)

      About These Dictionaries

      • Default Setting: The 'General Contractor' dictionary is enabled by default for all accounts.

      • Availability: These alternate dictionaries in italics are available in US English only.

      How to Switch Your Dictionary

      To change your company's terminology to the Owner or Specialty Contractor dictionary, contact your company's . They will work with your Procore Point of Contact to make the change.

Background

Once an invoice is created, a Procore project user granted the required user permissions can forward an invoice to recipients. Recipients must have a user account in the Project Directory. An invoice administrator can also set up a 'Commitments Distribution' list for recipients in the project's Commitments tool. This automatically populates the 'To' field with distribution list members when sending a new email. You can add or remove recipients before sending the invoice.

Things to Consider

  • Required User Permissions:

    • You must be an invoice administrator.
      OR

    • You must have 'Standard' level permissions on the project's Commitments tool.
      AND
      You must be added to the 'Private' drop-down list on the commitment.

Prerequisites

Steps

  1. Navigate to the project's Commitment tool.

  2. Go to Commitment for the invoice you want to distribute.

  3. Click the Invoicing tab

  4. Locate the invoice to distribute and click its Number link.

  5. In the invoice, click the Emails tab.

  6. In the Emails tab, click Email Invoice.

  7. In the Email pane, click Email.

  8. Under the Forward Invoice [Number] for Contract [Number - Date] area:

    • To. Select recipient(s) from the drop-down list.

       Tip

      Need a default distribution list? An invoice administrator can set up a 'Commitments Distribution' list in the project's Commitments tool. This auto-populates the 'To' field with list members when crafting a new email. See Configure Settings: Commitments.

    • CC. Select recipients from the drop-down list.

    • BCC. Select recipients from the drop-down list.

    • Private. Place a mark in the box to make the invoice 'Private' to recipients and administrators.

    • Subject. Add a subject line for the commitment.

    • Attachments. Attach any relevant files. You have these options:

      • Click Attach File(s) and select files from your computer.
        OR

      • Use a drag-and-drop operation to move files from your computer into the Attachments area.

    • Message. Type the message body in this box.

  9. Click Send.
    Procore sends your email to the named recipients. A copy of the email and any replies are stored as a communication thread in the Emails tab of the invoice.

Next Steps

See Also

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