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Procore (en-CA)

What is an invoice contact?

Answer

An Invoice Contact is a person who ensures that an invoice is submitted to an upstream contractor for payment. In Procore, an invoice contact is always an employee of the designated 'Contract Company' on a purchase order or subcontract. The contract company is the party responsible for performing work and/or supplying materials for a project. For customers in the United States using Procore's Progress Billings tool, this term is synonymous with progress billing contact.

Common Questions

How do I add an invoice contact to Procore? 

Before you can designate a user as an invoice contact in Procore, you must:

After creating the  exist, designate the company and the 'Contract Company' in the commitment and the user as the 'Invoice Contact' 

How do I designate a user as an invoice contact? 

To designate an invoice contact to Procore, you have these options:

Do invoice contacts receive emails from Procore?

Yes. If you are designated as an invoice contact for your company, your Procore user account will receive emails when the following actions occur:

Do invoice contacts need to be granted special access permissions to Procore?

No. If you have been designated as an invoice contact on a commitment, Procore automatically adds you to the 'Private' list for that commitment. This means you can view that commitment in Procore, as long as your Procore user account meets the requirements details in Add Invoice Contacts to a Purchase Order or Subcontract.

  • On a subcontractor invoice, the contact's name appears in the 'Invoice' section of the Advanced Settings tab in the 'Invoice Contacts.' Contacts can also receive invites to submit subcontractor invoices and reminder emails from Procore.

What can invoice contacts add or update in Procore?

It depends on the Procore company account you are using and the permissions your Procore user account has been granted. Most Procore clients do not allow invoice contacts to add or update data in Procore. 

Invoice contacts can... To learn more...
Respond Yes or No in response to an 'Invite to Bill' email sent by an invoice administrator  Accept or Decline an 'Invite to Bill' as an Invoice Contact 

Does an invoice contact need an 'Invite to Bill' to submit an invoice?
Submit a new invoice in response to an 'Invite to Bill'  Submit a New Invoice as an Invoice Contact (Legacy) 

Submit a New Invoice as an Invoice Contact (Phased Release)
Update a Subcontractor SOV in one of Procore's Invoice Management tools Update a Subcontractor Schedule of Values from the Commitments Tool

Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool

Update a Subcontractor Schedule of Values as an Invoice Contact from the Progress Billings Tool