No. The user does NOT need a copy of the 'Invite to Bill'. However, the user must be designated as an 'Progress Claim Contact' on the commitment associated with the progress claim. See Add Progress Claim Contacts to a Purchase Order or Subcontract. The user must also be granted the appropriate access permissions detailed in Submit a New Progress Claim as an Progress Claim Contact.
NoteInstead of sending an 'Invite to Bill' to progress claim contacts, some companies choose to create progress claims on behalf of their subcontractors. See Create an Progress Claim on Behalf of an Progress Claim Contact If your company is performing work on a project and you are unsure which process is being used, please contact the company that awarded you the contract for guidance.
When does Procore send an 'Invite to Bill'?
When an progress claim administrator for the Procore company account creates a new billing period, that user has the option to send out an automated billing invite to anyone who is either (1) named on the 'Private' list for the progress claim or (2) a member of the Commitment tool's default 'Progress Claim Contact' list. See Add Progress Claim Contacts to a Purchase Order or Subcontract.
What if my 'Invite to Bill' is lost or missing?
If an progress claim contact reports that an progress claim invitation or reminder email is lost or missing, let that person know they can register in to Procore and submit the progress claim using the Commitments tool.
To do this, follow these steps:
- Navigate to the project's Commitments tool.
- Locate the purchase order or subcontract that you were invited to submit an progress claim against. Then click the appropriate contract link to open it.
- Indicate your intent to submit an progress claim by clicking the Yes button in the banner at the top of the page.
- Click the Post Response button.
This opens the 'New Progress Claim' page. To complete the progress claim, see Submit a New Progress Claim as an Progress Claim Contact.