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Procore

Create Requisition Invoice Contacts

Objective

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

Things to Consider

  • Required User Permissions: 'Admin' on the Commitments tool.

Steps

  1. Navigate to the Commitments tool.
  2. Click Edit next to the contract you want to add invoice contacts to.
  3. In the Invoice Contacts drop-down menu, select the person or people you want to add to the invoice contacts distribution. This is the person, or people, who will receive the Invitation email, as well as the Reminder email. They will also be automatically added to the Private section on the General subtab of the commitment.
    Note: You must select a Contract Company before you can select an Invoice Contact.
  4. Click Save
     

-or-
 

  1. Navigate to the Commitments tool.
  2. Click View next to the contract you want to add invoice contacts to.
  3. Click the Advanced Settings sub tab.
  4. Click the Edit button.
  5. Under Requisition Settings, select who you want to be on the invoice contacts distribution. This is the person, or people, who will receive the Invitation email, as well as the Reminder email. They will also be automatically added to the Private section on the General subtab of the commitment.
    Note: The drop-down will show any person that is a part of this company in the Directory. 
  6. Click Save.

Next Steps

Start a New Billing Period and Send Requisition Emails
 

 

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