![]() Decide who can create invoices for your Procore project.Create a billing period using the Progress Billings tool:.For instructions, see Add Invoice Contacts to a Purchase Order or Subcontract. ![]() After the billings are submitted, you can generate your project's GC/Client invoices based on your progress billings.įor customers using Procore's Progress Billings tool, the term invoice contact is synonymous with progress billing contact in Procore. A billing period allows you to organize your invoices-monthly, weekly, or a custom length.įor your project, you can choose to create the progress billings for your subcontractors and vendors or you have option to send your progress billing contacts an 'Invite to Bill'-which is a courtesy reminder to submit the billing by the due date. In this documentation, we refer to that person as the invoice administrator. The next step is for the person (or people) responsible for managing your project's invoices to set up a billing period. For customers using Procore's Progress Billings tool, the term invoice contact is synonymous with progress billing contact in Procore. The first step of the progress billing process is to create your purchase orders and subcontracts, and to designate a progress billing contact for the subcontractors and vendors who will be billing you for the work they perform. Using the Client Contracts, Commitments, and Progress Billings tools, your project team can incrementally collect, review, and approve progress billing for your project's billing periods and for the agreed-upon progress milestones in your contracts. In Procore, upstream billings include GC/Client invoices that bill against a project's client contracts created in the Client Contracts tool. In Procore, term GC/Client invoices is synonymous with the term owner invoices, which are your receivable invoices. In Procore, term progress billings is synonymous with the term subcontractor invoices, which are your payable invoices. In Procore, downstream billings bill against a project's subcontracts created in the Commitments tool. See Configure Settings: Progress Billings.In Procore's Progress Billings tool, Specialty Contractors can manage two (2) types of progress billings on a construction project: You can define custom text which appears in the footer of payment program PDFs.See Configure Settings: Progress Billings. Procore can automatically notify subcontractors by email when progress claims are approved.Designated as an 'Invoice Contact' on the contract or funding.Membership on the 'Private' list of a specific contract or funding.Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.Settings that the account holder may choose to provide to you include: If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder.See What dictionaries and languages are available in the Procore web application? Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool.
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