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Procore

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

 For Procore Customers in the United States

flag-us.png  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)

      Subcontractors

      English (Speciality Contractor Terminology)

      Progress Claiming Progress Claiming Progress Billings
      Owner-developer Funding Owner-developer
      Owner/Client Owner/Client HC/Client
      Head Contract Variation Funding Variation Client Contract Variation
      Head 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 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

Prerequisites

Steps

  1. Open your email Inbox. 
  2. Look for the email message with the subject line, " "Project Name: User Name has invited you to bill." 
  3. Open the invite to bill. 
    invite-to-bill-this-period.png
  4. 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.  
  5. 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.