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Procore (en-CA)

Add Invoice Contacts to a Commitment

Objective

To add an invoice contact to a purchase order or subcontract in a Procore project.

Background

An Invoice Contact is a person who ensures that a subcontractor 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.

While creating a purchase order or subcontract, you can add one or more invoice contact(s) using the steps below.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project'sCommitments tool.
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Prime Contracts or Commitments tool, as well as the privacy and invoice contact settings set on each prime contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Additional Information:

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Select the contract that you want to add the invoice contact to, by clicking the appropriate link in the Commitment column. 
  4. Click Edit.
  5. Make sure the appropriate company is selected in the Contract Company drop-down list. 
  6. Select one or more Procore user accounts who are associated with the contract company from Invoice Contacts drop-down list.
     Notes

    To select an invoice contact from the 'Invoice Contacts' list, the following must be true:

  7. Click Save.