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Procore

Permissions

Invoicing

User access to the Invoicing tool depends on the user's access permission to the contract in the Prime Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool. 

Invoicing

Job Role None Read Only Standard Admin
Create Automatic Billing Periods       icon-mindtouch-table-check.png 1
Create Manual Billing Periods       icon-mindtouch-table-check.png 1

1 To perform this task in the project's Invoicing tool, users must be granted 'Admin' level permissions on the project's Commitments tool.   

Prime Contracts

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Create Payment       icon-mindtouch-table-check.png
Create an Owner Invoice        icon-mindtouch-table-check.png
Edit an Owner Invoice's Configurable PDF View       icon-mindtouch-table-check.png
Email an Owner Invoice        icon-mindtouch-table-check.png

Commitments

The following table highlights which user permissions are required to perform the described user action with the Invoicing tool.

Task None Read Only Standard Admin
Accept or Decline an 'Invite to Bill' as an Invoice Contact   icon-mindtouch-table-check.png 4    
Add Invoice Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add a Subcontractor SOV to a Commitment       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Create an Invoice on Behalf of an Invoice Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a Subcontractor Invoice for Release of Retainage     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Create Invoice Contacts       icon-mindtouch-table-check.png
Edit a Billing Period for Invoices        icon-mindtouch-table-check.png
Create a Payment Received       icon-mindtouch-table-check.png
Delete a Subcontractor Invoice from the Invoicing Tool       icon-mindtouch-table-check.png
Enable or Disable a Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Review a Subcontractor Invoice as an Admin       icon-mindtouch-table-check.png
Review Invoice Line Items as an Invoice Contact     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Revise & Resubmit an Invoice as an Invoice Contact     icon-mindtouch-table-check.png 4  
Send an 'Invite to Bill' to an Invoice Contact       icon-mindtouch-table-check.png
Set or Release Retainage on a Subcontractor Invoice     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Submit a New Invoice as an Invoice Contact   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Update a Subcontractor SOV as an Invoice Contact   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png

1 To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Invoice Contact on the commitment. See Add Invoice Contacts to a Commitment

2 To perform this task, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment

3 To perform this task and to release retainage during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment. To set retainage, you must be a user with 'Admin' level permissions on the Commitments tool.  

4 To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract.

5 To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list.