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Procore (en-GB)

Accept or Decline an 'Invite to Bill' as an Payment Application Contact

Objective

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

Background

If you are the designated 'Payment Application Contact' for a subcontracting company, the payment application administrator will create a billing period in Procore. After the billing period is open, the payment application manager will also send you an email message with the subject line, "Project Name: User Name has invited you to bill."  This 'Invite to Bill' message is sent as a courtesy reminder to help ensure that you create a new subcontractor payment application before the billing period's 'Due Date' for the billing period.

Things to Consider

  • Required User Permissions:
    • To accept or decline the 'Invite to Bill' email message, 'Read Only' level permissions on the project's Commitments tool.
      AND
    • Your user account must be designated as an payment application contact on the purchase order or subcontract.

Prerequisites

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. 

    invoicing-invite-to-bill.png
  4. Review the Payment Application Details:
    • Billing Period. Indicates the date range for the current billing cycle for which you can submit an payment application. 
    • Invited By. The name of the Procore user who sent you the 'Invite to Bill.' This is typically the payment application administrator. 
    • Due Date. The date your payment application is due. You cannot submit an payment application in Procore after this date passes.  
  5. Respond to the Do you want to bill this period? question:
    • Yes. If you are ready to create a new payment application for this billing period, click this button to open the new payment application page in the Procore web application.
       Notes
      • If you are not currently logged into your Procore user account, you will be required to enter your login credentials to validate that you have been granted the appropriate permission to open the New Payment Application page. 
      • If you are attempting to log in after the billing periods 'Due Date,' a banner message appears to notify you that the due date has passed and you will not be permitted to submit an payment application. 
      • If you want to submit an payment application after the 'Due Date,' you must contact the company you performed work to request that they create the payment application on your behalf. See Create an Payment Application on Behalf of an Payment Application Contact.
    • No. If you do NOT want to create a new payment application for this billing period click this button. Procore records your response and displays the following confirmation message to show you indicated that you did not want to bill this period. 

      no-response-invite-to-bill.png
       Tip
      If you misplaced or inadvertently deleted your 'Invite to Bill', see Does an payment application contact need an 'Invite to Bill' to submit an payment application?

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.