Accept or Decline an 'Invite to Bill' as an Invoice Contact

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For Procore Customers in the United States

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)

Objective

To accept or decline an 'Invite to Bill' as an invoice contact.

Background

After creating a new billing period, an invoice administrator can send an 'Invite to Bill to the invoice contact on a commitment. The invite reminds the contact to submit their invoice by the Open billing period's due date. The subject line reads "Project Name: User Name has invited you to bill." Invoice contacts can then accept or decline the invite.

Tip

Missing your 'Invite to Bill'? Invoice contacts can create new invoices in Procore. See Create a Subcontractor Invoice.

Things to Consider

Required User Permissions:
- You must be an invoice contact on a commitment.
Additional Information:
- Invoice contacts must log into the upstream collaborator's Procore account to view an invoice online.
- If the 'Due Date' on the billing period is in the past, invoice contacts cannot submit an invoice. An invoice administrator must Create an Subcontractor Invoice on Behalf of an Invoice Contact.
- If an invoice contact doesn't immediately create an invoice after accepting the invite, they retain the ability to Create a New Subcontractor Invoice as an Invoice Contact.

Prerequisites

The invoice's billing period must be Open. See Edit Billing Periods.
An invoice administrator must Send an 'Invite to Bill' to an Invoice Contact.

Steps

Open your email Inbox.
Look for the email message with the subject line, " "Project Name: User Name has invited you to bill."
Open the invite to bill.
Review the Invoice Details:
- Billing Period. The date range for the Open billing period.
- Invited By. The name of the sender. Typically, this is the invoice administrator.
- Due Date. The date your invoice is due. Invoice contacts cannot create or submit an invoice in the Procore project after this date.
Respond to the Do you want to bill this period? prompt:
- Click Yes to accept the invite to bill and change the invoice's status to Accepted. Next, continue with the steps in Submit a New Invoice as an Invoice Contact.
- Click No if you don't want to submit an invoice for the Open billing period. The invoice's status changes to Declined.

Next Step

Submit a New Subcontractor Invoice as an Invoice Contact