Skip to main content
Procore

Add Invoice Contacts to a Commitment

Objective

To add an invoice contact to a commitment contract.

Background

An invoice contact is the person who ensures that a subcontractor invoice is submitted to a general contractor for payment. In Procore, an invoice contact is always an employee of the 'Contract Company' assigned to a commitment. The contract company is the party responsible for performing work and/or supplying materials on a project.  

When you create a commitment for Procore project (see Create a Purchase Order or Create a Subcontract), you can designate one or more invoice contacts for each commitment. You can also update or add invoice contacts to a commitment using the Steps below.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Commitments tool.
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Prime Contracts or Commitments tool, as well as the privacy and invoice contact settings set on each prime contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Requirements:
  • Additional Information:

Steps

  1. Navigate to the project's Invoicing tool.
  2. Under the Subcontractor tab, click the link in the Commitment column on the appropriate line item to select the contract that you want to add invoice contacts to.
  3. Click Edit.
  4. Make sure the appropriate company is selected in the Contract Company drop-down list. 
  5. Select one or more users from the contract company from Invoice Contacts drop-down list.
     Notes

    To select an invoice contact from the 'Invoice Contacts' list, the following must be true:

  6. Click Save.
     

See Also 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.