What do we need to consider before allowing downstream collaborators to submit invoices in Procore?
Background
Before granting your downstream collaborators permission to submit invoices for their commitments on a Procore project, your company's Procore Administrator and project teams should decide if it is the best choice for your company. Questions to ask include:
- Do you want to save time and effort by allowing downstream collaborators to submit their own invoices to your Procore project?
- Does the downstream collaborator have an employee or representative to be an invoice contact?
Tip
Don't want your downstream collaborators submitting invoices in Procore? If your team prefers to collect paper or digital invoices from downstream collaborators outside of Procore, simply provide one or more project team member(s) with the required user permissions so they can Create a Subcontractor Invoice on Behalf of an Invoice Contact.
Answer
To help your team decide who can submit invoices in your Procore projects, review the information in this table.
| Who do you want to create the invoice? | What is this person called in Procore? | Does this person require access permissions to the Project level Commitments tool? | Is this person's access permissions to our project's commitments and invoicing data limited? | Learn More |
|---|---|---|---|---|
| An employee or representative for a downstream collaborator | Invoice Contact | No. An invoice contact only has access to view data and submit invoices for their assigned commitments. |
Yes. To view a commitment and all of its corresponding invoice data, you must designate an invoice contact for each individual commitment in your project.
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| A trusted employee or team member | Invoice Administrator | Yes. An invoice administrator can create, read, update, and delete all project commitments. | No. This person can view all of the commitment and invoice data on the project(s) to which they have been granted access permissions. |