Grant Invoice Contacts Access to Procore
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.
Steps
To add an invoice contact, an authorized user for the company managing the commitment in the Procore project must:
Add the subcontracting company to the Company Directory. The subcontracting company corresponds to the 'Contract Company' on a commitment. See Add a Company to the Company Directory. The user who will be the invoice contact must be added to the company. See Add Users to the Company.
Notes Optional. You can select one (1) user to be the default invoice contact in a company record. See Add a Company to the Company Directory.
Grant the invoice contact's user account 'Read Only' level permissions on the Project level Commitments tool. Procore recommends managing invoice contact permissions with a project permissions template. See Manage Project Permissions Templates.
Add the 'Contract Company' and 'Invoice Contact' to the commitment. See Add Invoice Contacts to a Purchase Order or Subcontract.
Optional. Configure optional email notifications for the invoice contact:
To send an email notification when an invoice's status is changed to 'Approved', see Configure Settings: Invoicing.