Grant Invoice Contacts Access to Procore
請求書送付先は、請求書が支払いのために上流請負業者に提出されていることを確認する人です。Procore では、請求書送付先は常に発注書または下請契約で指定された「契約事業者」の従業員です。契約会社は、プロジェクトの作業の実行および/または資材の供給を担当する当事者です。Procore の未成工事支出金請求書ツールを使用している米国内の顧客の場合、この用語は未成工事支出金請求書送付先と同義です。
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.