Skip to main content
Procore (en-GB)

Send an 'Invite to Bill' to an Payment Application Contact


To send an invite to bill to an payment application contact for the current billing period.


Before you or an payment application contact can create a new subcontractor payment application, you must create a billing period using the project's Invoicing tool. After that, you can choose from these methods to create the payment application:

  • To have the payment application contact to create a new payment application for the billing period
    If you choose this method, use the steps below to send the payment application contact an 'Invite to Bill' by email. Sending an 'Invite to Bill' is a courtesy notification that reminds the payment application contact to create and submit the new payment application before the 'Due Date' specified by the billing period. 
  • To create a new payment application for the billing period on behalf of the payment application contact
    If you choose this method, follow the steps in Create an Payment Application on Behalf of an Payment Application Contact.

The illustration below shows an example of an 'Invite to Bill' that you can send to an payment application contact. 


Things to Consider

  • Required User Permissions:
    • To send an 'invite to bill' to an payment application contact, 'Admin' level permissions on the project's Commitments tool
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Main Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an payment application contact for a subcontracting company that is performing work for a main contractor managing your contract in Procore), your ability to perform payment application-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Main Contracts tool.
        • Your membership on the 'Private' list of a specific main contract, purchase order, or subcontract.
        • Your designation as an 'Payment Application Contact' on a main contract, purchase order or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Additional Information:



  1. Navigate to the project's Payment Application tool. 
  2. Click the Subcontractor tab.
  3. Locate the purchase order(s) or subcontract(s) that you want to send an 'Invite to Bill' for from the list. 
  4.  Mark the checkboxes that correspond to the contracts for the current billing period. 
  5. Click Send Invites.
    After sending the invites, the following occurs:
    • A success banner appears to confirm the invitation was sent.
    • The contract is removed from the 'Not Invited' count to the 'Invited' count. 

      After the payment application contact completes the Next Step, the status of the payment application updates as follows:

      • If the 'Invite to Bill' is accepted by the payment application contact, the status changes to 'Accepted'.
      • If the 'Invite to Bill' is rejected by the payment application contact, the status changes to 'Declined'.

      To learn more about statuses, see What are the default statuses for Procore payment applications?


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.