Create a Subcontractor Invoice
What is your role in the invoicing process?
When using the Invoice Management tools in Procore, only an invoice administrator or an invoice contact on a commitment can create a subcontractor invoice.
For invoice Administrators
An invoice administrator has these options to create invoices: (1) Send an 'Invite to Bill' to provide invoice contacts with the ability to submit their own invoices in Procore, or (2) Gather digital or paper invoices, outside of Procore, and create them yourself in Procore. With the first option, you must provide an external collaborator with access permission to the Project level Commitments tool and add that person as invoice contact on a commitment. With the second option, no external access permissions are required.
For invoice contacts
After an external collaborator is granted invoice contact permissions, they have these options. If invited to bill, a contact can (1) accept the invite and submit an invoice before the Open billing period's due date, or (2) decline the invite without submitting an invoice. Invoice contacts who don't receive an invite, also have permission to create new invoices for their commitment for the Open billing period in the Project level Commitments tool.
Important
- As an invoice contact, always confirm the appropriate steps to use with the party that contracted your services before submitting your invoice in Procore.
- Invoice administrators do NOT always choose to add invoice contacts on a project's commitments. Some invoice administrators prefer to gather digital or paper invoices (outside of Procore). Once collected, they create invoices in Procore on the contact's behalf. See Create a Subcontractor Invoice on Behalf of an Invoice Contact.