When does Procore send email notifications to invoice contacts?

An Invoice Contact is a person who ensures that an invoice is submitted to an upstream contractor for payment. In Procore, an invoice contact is always an employee of the designated 'Contract Company' on a purchase order or subcontract. The contract company is the party responsible for performing work and/or supplying materials for a project. For customers in the United States using Procore's Progress Billings tool, this term is synonymous with progress billing contact.

When does Procore send email notifications to invoice contacts? An invoice contact receives an email notification from Procore when:

• An invoice's status is updated to Revise & Resubmit.
• The Subcontractor Schedule of Values status on a downstream invoice is updated to Revise & Resubmit.
• A user with 'Admin' level permissions on the project's Commitments tool does the following:
  • Clicks the Create & Email or Save & Email button on the General tab of a purchase order or subcontract. 
  • Sends an 'Invite to Bill' to the invoice contact. 
    Note: Procore does NOT send email notifications to invoice contacts when:
    • An invoice administrator creates or updates a Subcontractor Schedule of Values on a downstream invoice on behalf of an invoice contact.
    • An invoice administrator changes the status of a Subcontractor Schedule of Values on a downstream invoice Approved, Draft, or Under Review.

When does Procore send email notifications to members of an invoice's distribution list? Members added to an invoice's distribution list receive an email notification on a downstream invoice when:

• An invoice contact submits a Subcontractor Schedule of Values.
• An invoice contact edits and re-submits a Subcontractor Schedule of Values. 
• An invoice administrator changes the status of the Subcontractor Schedule of Values from any status to 'Under Review.'