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Procore

Send an 'Invite to Bill' to a Payment Application Contact from the Progress Billings Tool

 For Procore Customers in the United States

flag-us.png  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 send an 'Invite to Bill' for the current billing period to an payment application contact from the Progress Billings tool. 

Background

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

  • To invite a payment application contact to create a new payment application for the current 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 the payment application as a payment application contact, see Submit a New Payment application as a Payment Application Contact.
  • 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 a Subcontractor Payment application on Behalf of a Payment Application Contact.
Example

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

invoicing-invite-to-bill.png

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Progress Billings 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. 
     Notes
  4.  Mark the tickboxes that correspond to the contracts for the current billing period. 
  5. Click Send Invites.
    progress-billings-send-invites-button.png
    After sending the invites, the following occurs:
    progress-bililngs-success-invited-banner.png
    • A success banner appears to confirm the invitation was sent.
    • The contract is removed from the 'Not Invited' count to the 'Invited' count. 
       Tip

      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?