Payor Setup Guide

In Procore, an Invoice Administrator can manage billing periods and configure settings for the Project level Invoicing tool. Because a subcontractor invoice originates in the Commitments tool, invoice administrators can also manage a project's commitments and subcontractor invoices.

• How do I add invoice administrators to Procore?

• Do invoice administrators need to be granted special access permissions in Procore?

• Who can be an invoice administrator?

• What can invoice administrators add or update in Procore?

To add an invoice administrator to the Project level Commitments tool:

1. A company admin completes the steps in Add a User Account to the Company Directory.

2. A company admin or project admin completes the steps in Add an Existing User to Projects in Your Company's Procore Account.

3. A project admin (or another invoice administrator) grants the user 'Admin' level permissions on the Project level Commitments tool.

In Procore, an invoice administrator only requires 'Admin' level permissions on the Project level Commitments tool.

An invoice administrator can be any person in your organization (for example, a project manager, an accountant, or a team of bookkeepers) who have been granted the appropriate permissions to manage invoices on your contracts and/or fundings.

As outlined above, their 'Admin' permissions on the Commitments tool enable them to manage billing periods, configure Invoicing tool settings, and oversee all project commitments and subcontractor invoices.

Additionally, they have the specific authority to designate invoice contacts for subcontractor invoices. See How do I designate a user as an invoice contact?