No. The user does NOT need a copy of the 'Invite to Bill'. However, the user must be designated as an 'Invoice Contact' on the commitment associated with the invoice. See Add Invoice Contacts to a Commitment. The user must also be granted the appropriate access permissions detailed in Submit a New Invoice as an Invoice Contact.
NoteInstead of sending an 'Invite to Bill' to invoice contacts, some companies choose to create invoices on behalf of their subcontractors. See Create an Invoice on Behalf of an Invoice Contact If your company is performing work on a project and you are unsure which process is being used, please contact the company that awarded you the contract for guidance.
When does Procore send an 'Invite to Bill'?
When an invoice administrator for the Procore company account creates a new billing period, that user has the option to send out an automated billing invite to anyone who is either (1) named on the 'Private' list for the invoice or (2) a member of the Commitment tool's default 'Invoice Contact' list. See Start a New Billing Period and Send Invoice Emails and Create Invoice Contacts.
What if my 'Invite to Bill' is lost or missing?
If an invoice contact reports that an invoice invitation or reminder email is lost or missing, let that person know they can log in to Procore and submit the invoice using the Commitments tool.
To do this, follow these steps:
- Navigate to the project's Commitments tool.
- Locate the purchase order or subcontract that you were invited to submit an invoice against. Then click the appropriate contract link to open it.
- Indicate your intent to submit an invoice by clicking the Yes button in the banner at the top of the page.
- Click the Post Response button.
This opens the 'New Invoice' page. To complete the invoice, see Submit a New Invoice as an Invoice Contact.