Grant Invoice Contacts Access to Procore
Un Contact de facturation est une personne qui s’assure qu’une facture est soumise à un entrepreneur en amont pour paiement. Dans Procore, un contact de facturation est toujours un employé de « l’entreprise sous-traitante » désignée sur un bon de commande ou un contrat de sous-traitance. L’entreprise sous-traitante est la partie responsable de l’exécution des travaux et/ou de la fourniture des matériaux pour un projet. Pour les clients des États-Unis utilisant l’outil Facturations proportionnelles de Procore, ce terme est synonyme de contact de facturation proportionnelle.
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.