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Does a payment application contact need an 'Invite to Bill' to submit a payment application?

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Answer

No. If you are a Procore collaborator who has been invited to submit a bill to a company using Procore, you do NOT need a copy of the 'Invite to Bill' to submit a payment application. However, you will NOT be able to perform the task, until the company's payment application administrator completes the following steps in Procore:

 Note
Instead of sending an 'Invite to Bill' to their payment application contacts, some companies choose to create payment applications on behalf of their contractors and subcontractors. See Create a Payment Application on Behalf of a Payment Application Contact If your company is performing work on a project and you are not sure of the process in place, please contact the company that awarded you the contract for guidance. 

When does Procore send an 'Invite to Bill'? 

When an payment application administrator for the Procore company account creates a new billing period, that user has the option to send out an automated billing invite to anyone who is either (1) named on the 'Private' list for the payment application or (2) a member of the Commitment tool's default 'Invoice Contact' list. See Add Payment application Contacts to a Purchase Order or Subcontract.

What if my 'Invite to Bill' is lost or missing?

If a payment application contact reports that their 'Invite to Bill' or reminder email is lost or missing, let that person know they can log in to Procore and submit the payment application using the project's Commitments tool.

  1. Navigate to the project's Commitments tool. 
  2. Locate the purchase order or subcontract that you were invited to submit a payment application against. Then click the appropriate contract link to open it. 
  3. Under Do you Want to Bill this Period?, indicate your intent to submit a payment application by clicking the Yes button. 
  4. Click the Post Response button. 
    do-you-want-to-bill-this-period.png
    This opens the 'New Payment application' page.