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Accept or Decline an 'Invite to Bill' as an Invoice Contact

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)
      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

Objective

To accept or decline an 'Invite to Bill' as an invoice contact.

Background

After creating a new billing period, an invoice administrator can send an 'Invite to Bill to the invoice contact on a commitment. The invite reminds the contact to submit their invoice by the Open billing period's due date. The subject line reads "Project Name: User Name has invited you to bill." Invoice contacts can then accept or decline the invite. 

 Tip
Missing your 'Invite to Bill'? Invoice contacts can create new invoices in Procore. See Create a Subcontractor Invoice.

Things to Consider

Prerequisites

Steps

  1. Open your email Inbox. 
  2. Look for the email message with the subject line, " "Project Name: User Name has invited you to bill." 
  3. Open the 'Invite to Bill'. 

    invite-to-bill.png
     
  4. Review the Invoice Details:
    • Commitment. Shows the commitment number and name. 
    • Invoice Type. Shows the invoice type. See Configure Settings: Invoicing. 
    • Billing Period. The date range for the Open billing period. 
    • Invited By. The first and last name of the sender. Typically, this is the invoice administrator. 
    • Due Date. The date your invoice is due. Invoice contacts cannot create or submit an invoice in the Procore project after this date.  
  5. Click one of these buttons to respond to the Do you want to bill this period? prompt:
    • Yes. Accept the invite and submit an invoice. This changes the invoice status to Accepted. Continue with the steps in Submit a New Invoice as an Invoice Contact.
    • No. Decline the invite if you don't want to submit an invoice for the Open billing period. This changes the invoice status to Declined.