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

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For Procore Customers in the United States

When your company applies the 'Owners English' or 'Speciality Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.

To learn the differences: Show/Hide

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for main contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

Main Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Speciality Contractors English (Speciality Contractor Terminology)
Payment Applications	Payment Applications	Progress Billings
Owner	Funding	Owner
Owner/Client	Owner/Client	MC/Client
Main Contract Variation	Funding Variation	Client Contract Variation
Main Contracts	Funding	Client Contracts
Revenue	Funding	Revenue
Subcontract	Contract	Subcontract
Subcontractor	Contractor	Subcontractor
Subcontractor Bill of Quantities (SBOQ)	Contractor Bill of Quantities (CBOQ)	Subcontractor Bill of Quantities (SBOQ)

Objective

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

Background

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

Tip

Missing your 'Invite to Bill'? Payment application contacts can create new payment applications in Procore. See Create a Subcontractor Payment application.

Things to Consider

Required User Permissions:
- You must be an payment application contact on a commitment.
Additional Information:
- Payment application contacts must log into the upstream collaborator's Procore account to view a payment application online.
- If the 'Due Date' on the billing period is in the past, payment application contacts cannot submit a payment application. A payment application administrator must Create an Subcontractor Payment application on Behalf of a Payment Application Contact.
- If a payment application contact doesn't immediately create a payment application after accepting the invite, they retain the ability to Create a New Subcontractor Payment application as a Payment Application Contact.

Prerequisites

The payment application's billing period must be Open. See Edit Billing Periods.
A payment application administrator must Send an 'Invite to Bill' to a Payment Application Contact.

Steps

Open your email Inbox.
Look for the email message with the subject line, " "Project Name: User Name has invited you to bill."
Open the invite to bill.
Review the Payment application Details:
- Billing Period. The date range for the Open billing period.
- Invited By. The name of the sender. Typically, this is the payment application administrator.
- Due Date. The date your payment application is due. Payment application contacts cannot create or submit a payment application in the Procore project after this date.
Respond to the Do you want to bill this period? prompt:
- Click Yes to accept the invite to bill and change the payment application's status to Accepted. Next, continue with the steps in Submit a New Payment application as a Payment Application Contact.
- Click No if you don't want to submit a payment application for the Open billing period. The payment application's status changes to Declined.

Next Step

Submit a New Subcontractor Payment application as a Payment Application Contact