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Procore

Create Invoice Contacts

Objective

To create invoice contacts for a contract so you can send out invoices invitations for commitments.

Things to Consider

Steps

  1. Navigate to the project's Commitments tool.
  2. Locate the commitment that you want to add contacts to in the Committed - Summary
  3. Click Edit
  4. Select one or more individuals from the Invoice Contacts drop-down menu.
    Note: If the individuals you want to select are not listed in this menu, see 'Things to Consider' above.
  5. Click Save
    Notes:
    • Invoice contacts will receive email messages when:
      • The invoice status is updated to Revise and Resubmit
      • The subcontractor SOV status is updated to Revise and Resubmit.
      • After a user with 'Admin' permission clicks the Create & Email or Save & Email button on the General tab of the commitment. 
      • The invoice contact receives the Invitation and Reminder email. They are also automatically added to the Private section of the General tab on a commitment.
         

See Also