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Send Subcontractor Invoice Invitations

Objective

To send an invoice invitation to an invoice contact as a notification to submit an payment request for a billing period. 

Background

In order to send subcontractor invoices, you must first create a billing period for the time frame that is being billed for. It is not necessary to send invitations to subcontractors in order for them to submit the invoice. However, the invitation provides a notification and reminder for the subcontractor to help ensure they submit their invoices on time. 

Things to Consider

Steps

  1. Navigate to the project's Invoicing tool. 
  2. Click the Subcontractor tab.
  3. Locate the commitment(s) that you want to invite the subcontractor to submit an invoice for. 
    Note: If you are creating an subcontractor invoice to release retainage, you do not need to send invitation.  Instead, see Create a Subcontractor Invoice for the Release of Retainage.
  4.  Mark the boxes for the invoices that you want to send.
    • To select all of the invoices, mark the checkbox at the top of the table.
    • If the 'Send Invites' button is grayed out and you are NOT permitted to send invites when one or more of the selected commitments are in the following status: 
  5. Click Send Invites.
    After sending the invoices, the follow occurs:
    • The invoice status for those commitments changes from 'Not Invited' to 'Invited.'
    • If the invitation is accepted, the status changes to 'Accepted'.
    • If it is rejected, the status changes to 'Declined'.

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.

 

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