Accept or Decline an 'Invite to Bill' as a Progress Claim Contact
For Procore Customers in the United States
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Objective
To accept or decline an 'Invite to Bill' as an progress claim contact.
Background
After creating a new billing period, an progress claim administrator can send an 'Invite to Bill to the progress claim contact on a commitment. The invite reminds the contact to submit their progress claim by the Open billing period's due date. The invite's subject line reads "Project Name: User Name has invited you to bill." Progress Claim contacts can either accept or decline the invite.
Tip
Missing your 'Invite to Bill'? Progress Claim contacts have permission to create new subcontractor progress claims in Procore. See Create a Subcontractor Progress Claim.Things to Consider
- Required User Permissions:
- You must be an progress claim contact on a commitment.
- Additional Information:
- Progress Claim contacts must log into the upstream collaborator's Procore account to view a progress claim online.
- If the 'Due Date' on the billing period is in the past, progress claim contacts cannot submit a progress claim. A progress claim administrator must Create an Subcontractor Progress Claim on Behalf of a Progress Claim Contact.
- If a progress claim contact doesn't immediately create a progress claim after accepting the invite, they retain the ability to Create a New Subcontractor Progress Claim as a Progress Claim Contact.
Prerequisites
- The billing period for the progress claim must be Open. See Edit Billing Periods.
- A progress claim administrator must Send an 'Invite to Bill' to a Progress Claim Contact.
Steps
- Open your email Inbox.
- Look for the email message with the subject line, " "Project Name: User Name has invited you to bill."
- Open the invite to bill.
- Review the Progress Claim Details:
- Billing Period. The date range for the Open billing period.
- Invited By. The name of the sender. Typically, this is the progress claim administrator.
- Due Date. The date your progress claim is due. Progress Claim contacts cannot create or submit a progress claim in the Procore project after this date.
- Respond to the Do you want to bill this period? prompt:
- Click Yes to accept the invite to bill and change the progress claim's status to Accepted. Next, continue with the steps in Submit a New Progress Claim as a Progress Claim Contact.
- Click No if you don't want to submit a progress claim for the Open billing period. The progress claim's status changes to Declined.