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.
English (United States) - Default
English (Owner Terminology V2)
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)
Before anyone can create a subcontractor invoice, an invoice administrator must create a billing period. An administrator can then create a subcontractor invoice and send an 'Invite to Bill' to an invoice contact.
This is an example of an 'Invite to Bill' sent by an invoice administrator.
Things to Consider
- Required User Permissions:
- You must be an invoice administrator.
- The commitment associated with the invoice must have an assigned invoice contact.
- The Subcontractor Schedule of Values must be in the 'Approved' status.
- You cannot send an 'Invite to Bill' for the open billing period if it is past the invoice's 'Due Date.'
- Additional Information:
- Alternatively, you can Create a Subcontractor Invoice on Behalf of an Invoice Contact.
- An 'Invite to Bill' is not required to create an invoice to release retainage only. See Create a Subcontractor Invoice for the Release of Retainage.
- Make sure the invoices you plan to select:
- Have an invoice contact. See Add Invoice Contacts to a Purchase Order or Subcontract.
- Correspond to an Open billing period. See Edit Billing Periods.
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab to view a list of subcontractor invoices.
TipWant to adjust the filter to only see invoices that haven't been sent an 'Invite to Bill? Click Add Filter, choose Invoice Status, and mark the Not Invited box.
- Select the invoices to send invites for:
- To select individual invoices, mark the checkboxes in the corresponding rows.
- To select all invoices, mark the checkbox at the top of the table.
Is the 'Send Invites' button grayed out? Possible reasons for an inactive 'Send Invites' button include:
- A commitment doesn't have an assigned invoice contact. You can only send an invite when an invoice contact is assigned to a commitment. See Add Invoice Contacts to a Purchase Order or Subcontract.
- A Subcontractor Schedule of Values (SSOV) isn't approved. You can only send an invite with the Subcontractor Schedule of Values (SSOV) is in the 'Approved' status. See Enable or Disable the Subcontractor SOV Tab on the Commitments Tool and Review a Subcontractor SOV for a Commitment.
- The date that you send an invite is past the due date on the billing period. You cannot send an 'Invite to Bill' for the open billing period if it is past the invoice's 'Due Date.' See Manage Billing Periods.
- Click Send Invites.
After sending the invites, the following occurs:
- A success banner appears to confirm the invitation was sent.
- The contract is removed from the 'Not Invited' count to the 'Invited' count.