Invoicing - User Permissions

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Invoicing

User access to the Project level Invoicing tool depends on the user's access permission to the contracts in the Project level Prime Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool.

Invoicing

Task	Read Only	Standard	Admin
Create Automatic Billing Periods			¹
Create Manual Billing Periods			¹
Create a Subcontractor SOV	²	²	¹
Edit Billing Periods			¹
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool	²	²

¹ To perform this task from the project's Invoicing tool, you must be an invoice administrator.

² To perform this task, you must have the permissions designated in the tutorial, and you must be an invoice contact. By default, invoice contacts are added to the 'Private' list of a commitment.

Prime Contracts

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Create Payment Received for a Prime Contract
Create an Owner Invoice
Edit an Owner Invoice's Configurable PDF View
Email an Owner Invoice

Commitments

The following table highlights which user permissions are required to perform the described user action with the Invoicing tool.

Task	Read Only	Standard
Accept or Decline an 'Invite to Bill' as an Invoice Contact	⁴
Add Invoice Contacts to a Purchase Order or Subcontract (Legacy)
Add Invoice Contacts to a Purchase Order or Subcontract
Add a Subcontractor SOV to a Commitment
Create a Payment Issued
Create an Invoice on Behalf of an Invoice Contact (Legacy)		¹
Create an Invoice on Behalf of an Invoice Contact		¹
Create a Subcontractor Invoice for Release of Retainage		³
Create a Payment Received for a Prime Contract
Delete a Subcontractor Invoice		⁶
Enable or Disable a Subcontractor SOV Tab on a Commitment
Enable the Payments Issued Tab on a Commitment
Forward a Subcontractor Invoice by Email		²
Review a Subcontractor Invoice as an Admin
Review Invoice Line Items as an Invoice Contact		²
Revise & Resubmit an Invoice as an Invoice Contact		⁴
Send an 'Invite to Bill' to an Invoice Contact
Set or Release Retainage on a Subcontractor Invoice		³
Submit a New Invoice as an Invoice Contact	¹	¹
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool	⁵	⁵

¹ To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Invoice Contact on the commitment. See What is an invoice contact?

² To perform this task, downstream collaborators should be designated as an invoice contact on the commitment. See What is an invoice contact?

³ To perform this task and to release retainage during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See What is an invoice contact? To set retainage, you must be a user with 'Admin' level permissions on the Commitments tool.

⁴ To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract.

⁵ To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list.

⁶ The invoice must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.