Add Invoice Contacts to a Commitment

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Current Lesson - 4/23

Lesson 5 - Next

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.

While creating a purchase order or subcontract, you can add one or more invoice contact(s) using the steps below. Your company's Procore Administrator also have the option to set up default invoice contacts in the Company Directory. See Add a Company to the Company Directory.

Prerequisites

Add your invoice contact(s) user account to the Project Directory. See Add a User Account to the Project Directory.
Note: When adding or updating the user account, ensure the following:
- The user profile is set to Active.
- The email address is valid.
- The 'Send this User Messages' setting is enabled.
Enable the 'Notify Subcontractors when Invoices are Approved' setting. See Configure Settings: Invoicing.
Complete the steps in Create a Purchase Order or Create a Subcontract.

Steps

Navigate to the project's Invoicing tool.
Click the Subcontractor tab.
Select the contract that you want to add the invoice contact to, by clicking the appropriate link in the Commitment column.
Click Edit.
Make sure the appropriate company is selected in the Contract Company drop-down list.
Select one or more Procore user accounts who are associated with 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:
- A 'Contract Company' must be set on the commitment. This populates the list with all of the company profiles in the Company Directory. See Add a User Account to the Company Directory.
- To appear in 'Invoice Contacts' list, the user must be an employee of the selected 'Contract Company'. See Add a User Account to the Project Directory.
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