Accept or Decline an 'Invite to Bill' as an Invoice Contact

Objective

To accept or decline an 'Invite to Bill' as an invoice contact.

Background

After creating a new billing period, an invoice administrator can send an 'Invite to Bill to the invoice contact on a commitment. The invite reminds the contact to submit their invoice by the Open billing period's due date. The subject line reads "Project Name: User Name has invited you to bill." Invoice contacts can then accept or decline the invite. 

Things to Consider

• Required User Permissions
• Additional Information:
  • Invoice contacts must log into the upstream collaborator's Procore account to view an invoice online. 
  • If the 'Due Date' on the billing period has passed, invoice contacts cannot submit an invoice. Instead, an invoice administrator must Create a Subcontractor Invoice on Behalf of an Invoice Contact. 
  • If an invoice contact doesn't immediately create an invoice after accepting the invite, they can Create a New Subcontractor Invoice as an Invoice Contact.

Prerequisites

• The invoice's billing period must be Open. See Edit Billing Periods. 
• An invoice administrator must Send an 'Invite to Bill' to an Invoice Contact. 

Steps

1. Open your email Inbox. 
2. Look for the email message with the subject line, " "Project Name: User Name has invited you to bill." 
3. Open the 'Invite to Bill'. 
   
   
    
4. Review the Invoice Details:
   • Commitment. Shows the commitment number and name. 
   • Invoice Type. Shows the invoice type. See Configure Settings: Invoicing. 
   • Billing Period. The date range for the Open billing period. 
   • Invited By. The first and last name of the sender. Typically, this is the invoice administrator. 
   • Due Date. The date your invoice is due. Invoice contacts cannot create or submit an invoice in the Procore project after this date.  
5. Click one of these buttons to respond to the Do you want to bill this period? prompt:
   • Yes. Accept the invite and submit an invoice. This changes the invoice status to Accepted. Continue with the steps in Submit a New Invoice as an Invoice Contact.
   • No. Decline the invite if you don't want to submit an invoice for the Open billing period. This changes the invoice status to Declined.  

Next Step

• Submit a New Subcontractor Invoice as an Invoice Contact

See Also

• About Subcontractor Invoices
• Create a Subcontractor Invoice