Add Payment application Contacts to a Purchase Order or Subcontract from the Progress Billings Tool
Limited Release
The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. Objective
Background
Things to Consider
Prerequisites
Steps
- Navigate to the project's Progress Billings tool.
- Click the Subcontractor tab.
- Locate the invoice to work with in the list. Then, click its Contract link to open the commitment contact.
- Click Edit.
- Under 'General Information', do the following:
- Make sure the correct company is selected in the Contract Company drop-down list.
- Select one or more individuals from the Payment application Contacts drop-down list. The users you select here are automatically added to the 'Private' drop-down list.
Notes
To select a payment application contact from the 'Payment Application Contacts' list, the following must be true:
- A 'Contract Company' must be set on the commitment. This populates the list with all of the company profiles in the Company Directory. See Add a User Account to the Company Directory.
- To appear in 'Invoice Contacts' list, the user must be an employee of the selected 'Contract Company'. See Add a User Account to the Project Directory.
- Click Save.