(Beta) Submit a New Invoice as an Invoice Contact for a Progress Billing
Note
If you have the generally available version of subcontractor invoices, follow the steps in Submit a New Invoice as an Invoice Contact instead.Limited Release
The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options. Objective
To submit a new subcontractor invoice as an invoice contact after accepting an 'Invite to Bill.'
Background
If you are the designated invoice contact for a purchase order or subcontract, the company you are performing work for creates a billing period to define the 'Billing Date' for submitting your invoice. After the billing period is created, the invoice administrator has the option to send you an email message with the subject line, "Project Name: User Name has invited you to bill." The invite is a courtesy reminder to help ensure that an invoice is created and submitted before the due date.
- If you receive and accept the 'Invite to Bill' (see Accept or Decline an 'Invite to Bill' as an Invoice Contact), you can then follow the steps below.
- If you have not received an 'Invite to Bill', the company you are performing work for may opt to submit the invoice on your behalf. If this is the case, confirm the process you will use to submit your invoices. The company will complete the steps to Create an Invoice on Behalf of an Invoice Contact.
Things to Consider
Prerequisites
Steps
- Step 1: Enter an Invoice Number
- Step 2: Update the Schedule of Values
- Step 3: Add Attachments
- Step 4: Save or Submit an Invoice
Step 1: Enter an Invoice Number
Step 2: Update the Schedule of Values
Step 3: Add Attachments
Step 4: Save as Draft or Send for Review
If you are ready to submit the invoice for review, you may do so now. If you want to submit the invoice at a later time, you have the option to save the invoice. Choose one (1) of these options:
- If you are NOT ready to send the invoice, click Save as Draft. This sets the invoice's status to Draft.
OR
Tip
If you want to email a copy of your invoice to others before submitting it for review, Procore recommends following the steps in Export a Subcontractor Invoice. You can then add your invoice as an attachment to a message using your company's email system. - If you are ready to send the invoice, click Send. This automatically sets the invoice's status to Under Review.
Important
- You will NOT be able to edit the invoice after you send it unless an invoice administrator changes the invoice's status to 'Revise & Resubmit.' For details, see Review a Subcontractor Invoice as an Admin.
- To learn more about statuses, see What are the default statuses for Procore invoices?