Send Subcontractor Invoice Invitations

After the billing period is created, you also have the option to send an email invitation to the invoice contact. This helps to ensure the subcontracting company submits their invoice on time. If you do not want your invoice contacts to create an invoice in Procore, you can alternatively create an invoice on their behalf. 

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: 
     • No Invoice Contacts. You must first assign an invoice contact to the commitment.  See Add Invoice Contacts to a Commitment.
     • SSOVs NOT Approved. The Subcontractor Schedule of Values (SSOV) must be in the  'Approved' state. See Enable or Disable a Subcontractor SOV
     • If the commitment's percentage complete is 100%, an invitation cannot be sent.
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'.