Accept or Decline an 'Invite to Bill' as a Progress Claim Contact

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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.

General Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Specialty Contractors 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)

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 subject line reads "Project Name: User Name has invited you to bill." Progress Claim contacts can then accept or decline the invite.

Tip

Missing your 'Invite to Bill'? Progress Claim contacts can create new progress claims in Procore. See Create a Subcontractor Progress Claim.

Things to Consider

Required User Permissions
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 has passed, progress claim contacts cannot submit a progress claim. Instead, a progress claim administrator must Create a 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 can Create a New Subcontractor Progress Claim as a Progress Claim Contact.

Prerequisites

The progress claim's billing period 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:
- Commitment. Shows the commitment number and name.
- Progress Claim Type. Shows the progress claim type. See Configure Settings: Invoicing.
- Billing Period. The date range for the Open billing period.
- Invited By. The first and last 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.
Click one of these buttons to respond to the Do you want to bill this period? prompt:
- Yes. Accept the invite and submit a progress claim. This changes the progress claim status to Accepted. Continue with the steps in Submit a New Progress Claim as a Progress Claim Contact.
- No. Decline the invite if you don't want to submit a progress claim for the Open billing period. This changes the progress claim status to Declined.

Next Step

Submit a New Subcontractor Progress Claim as a Progress Claim Contact