Criar uma medição do subempreiteiro em nome de um contato da fatura

 Importante
Nota do autor: Registre todas as alterações de faturamento e pagamento em: https://procoretech.atlassian.net/browse/ILR-466
 Procore interno SOMENTE

Esta página detalha a experiência modernizada de subempreiteiro faturas. Para clientes do Procore que ainda usam a experiência legada, consulte Criar uma medição do subempreiteiro em nome de um contato da fatura (legado). 

 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty 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 general 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. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)
      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

Objetivo

Para criar uma fatura downstream como administrador de fatura em nome de um contato de fatura. 

Histórico

Se sua empresa ou projeto não quiser conceder permissão de acesso a colaboradores externos ao seu projeto do Procore para que eles possam enviar suas próprias faturas, sua equipe poderá coletar as faturas digitais ou em papel de seus contatos da fatura fora do Procore. Após a coleta, os administradores de faturas poderão criá-las no Procore em cada contato da medição nome. 

Coisas a considerar

Pré-requisitos

Para executar as etapas neste tutorial, o compromisso da fatura precisa ter:

Além disso, um administrador de medições precisa criar um período de faturamento para a fatura. Consulte Gerenciar períodos de faturamento. 

Passos

  1. Abrir a nova página de faturas
  2. Atualizar o cartão de informações gerais
  3. Atualizar o Cartão Tabela de Valores
  4. Atualizar o cartão Detalhes de pagamento
  5. Adicionar anexos
  6. Salve a fatura
  7. Opcional: enviar uma fatura com o DocuSign© 

Abrir a nova página de faturas

Users always create invoices in the project's Commitments tool. 

  1. Navigate to the project's Commitments tool.
  2. Find the commitment to create an invoice for in the 'Contracts' tab. 
  3. Click the Number link to open it. 

    open-a-commitment.png
     
  4. At the top of the commitment, click Create and choose Create Invoice from the menu.
     Tip
    Is the 'Create Invoice' option inactive? To learn why, hover your mouse cursor over the tooltip. This option only activates when Prerequisites are met. 
    create-create-invoice.png

    This opens the 'New Invoice for [Contract Number]' page so you can update the General Information card. 

Atualizar o cartão de informações gerais

In the New Invoice page, update the General Information card. Once updated, continue by updating the Schedule of Values. 

 Note
The element circled in ORANGE is only available with Procore Pay. 

sub-invoice-general-info-with-pay.png

new-sub-invoice-general-information-card.png

  • Learn how to update the General Information card as an invoice administrator: Show/Hide      

    • General Information Card

      This table details the elements in the 'General Information' card. An invoice administrator can update this information when creating or editing an invoice of behalf of an invoice contact. 

      Element Field Type Description Learn More
      Contract Company Read Only Shows the name of the subcontracting company designated as the 'Contract Company' on the commitment. To change the company name that appears:
      Status* Drop-down list Accept the default status (Draft) or select a different status from the drop-down list. 
      • When an invoice is ready for review, remember to change its status to Under Review.
      • Once reviewed, remember to change its status to Approved or Revise and Resubmit. 
      		 What are the default statuses for Procore invoices?
      Invoice # Alphanumeric text Procore automatically assigns invoice numbers in sequence using its default numbering system or the custom numbering system defined for your project's invoices.  Read Can I customize the numbering system for financial objects in Procore? before changing this number. 
      Billing Period* Drop-down list Accept the billing period that appears by default or select any billing period from the drop-down list. 

      Note: Invoice contacts and users with 'Standard' level permissions on the Commitments tool can only select a billing period when an invoice is NOT already associated with it.       		 Only invoice administrators can Create Billing Periods.
      Billing Date* Calendar control Shows the billing date for the selected billing period. You can change the date for this invoice with the calendar control. Only invoice administrators can Create Billing Periods.
      Period Start* Calendar control Shows the start date for the selected billing period. You can change the date for this invoice with the calendar control. Only invoice administrators can Create Billing Periods.
      Period End* Calendar control Shows the end date for the selected billing period. You can change the date for this invoice with the calendar control.

      Note: To help project managers track how invoices impact a project's budget, the 'Billing Period' date on an invoice aligns with the work performed on a project.      		 Only invoice administrators can Create Billing Periods.
      Billing Type: Progress Billing
             		 Option button Requires Procore Pay

      If the subcontractor is submitting progress billings for an ongoing project, choose this option.      		 When your company has Procore Pay, this setting works with the Invoicing Settings for Progress Conditional and Progress Unconditional lien waivers. See Enable Lien Waivers & Set Default Templates on Projects.
      Billing Type: Final Billing
             		 Option button Requires Procore Pay

      If the subcontractor is submitting a one-time invoice or if this is the final invoice for an ongoing project, choose this option.       		 When your company has Procore Pay, this setting works with the Invoicing Settings for Final Conditional and Final Unconditional lien waivers. See Enable Lien Waivers & Set Default Templates on Projects.
      Submitted Date Calendar control Select the date the invoice was submitted to your company by the subcontractor.  Typically, this is printed on the invoice that you received from the subcontracting company. 

Update the Payment Details Card

 Procore Internal ONLY

The Payment Details card is only visible for invoice administrators using Procore Pay. The content is marked locale-specific for en-US Support Site visitors only. 

The 'Payment Details' card appears next to the 'General Information card for invoice administrators with Procore Pay.

Payment Details Card

To change the payment due date for this invoice, select a new date from the Payment Due Date calendar.

 In Beta - Early Pay Programs

When a payee is enrolled in an Early Pay Program, this card shows the payee's Early Pay Program enrollment Status, Due Date, and Fee. See Review and Manage Early Pay Enrollments as a Payee. The Early Pay Program assigned to the Procore Project automatically determines the Due Date and Fee. See About Early Pay Programs.

payment-details-enrolled.png

​​Atualizar o cartão Itens do contrato

Adicionar anexos

  1. Localize a seção "Anexos". 
  2. Escolha entre estas opções:

    admin-view-attachments-section.png
    • Clique no botão Anexar arquivos . Isso abre a caixa de diálogo Anexar arquivos , onde você pode fazer upload de arquivos do seu computador. Clique no botão Anexar quando terminar. 
      OU
    • Use uma operação de arrastar e soltar para mover os arquivos do seu computador ou rede para a "área Anexos". 

Salve a fatura

Clique no botão Salvar na parte inferior da página "Nova fatura". 
Obs.: se os fluxos estiverem ativados para medições do subempreiteiro, você também poderá escolher "Salvar como rascunho" para salvar seu trabalho e permanecer na mesma fluxo etapa.

Envie uma fatura com DocuSign©

Opcional: Se sua equipe de projeto deseja coletar assinaturas em suas faturas usando a integração Procore + DocuSign© , clique no botão Enviar com DocuSign© na parte superior da página. Para utilizar este botão, a integração DocuSign© deve estar habilitada no projeto (veja Como habilitar a Integração DocuSign®?) e a fatura deve estar no status Aprovado, Aprovado como Anotado ou Aprovação Pendente . Para saber mais sobre a integração do DocuSign© e preparação de envelopes para assinatura, consulte DocuSign®.

send-to-docusign.png

 Tip
How do you collect signatures with DocuSign? After the data entry for the item is complete, Procore recommends changing the item's status to 'Out for Signature' before clicking the Send to DocuSign button to launch the DocuSign® application. If you have not previously signed in, you will be prompted to Log In to DocuSign®. Once you are signed in, you can prepare the DocuSign® envelope for signatures. After the signature process is complete, Procore automatically changes the status of the item to 'Approved' and marks the item as 'Executed'. To learn more, see DocuSign®.

Não deixe de conferir

 

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 icon-external-link.png.
Como criar uma fatura downstream para solicitar o pagamento pelo trabalho executado em nome do contato de fatura do seu colaborador.