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Send an 'Invite to Bill' to 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 head 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. 

      Head Contractors

      English (United States) - Default


      English (Owner Terminology V2)


      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)


To send an invite to bill to an progress claim contact for the current billing period.


Before anyone can create a subcontractor progress claim, an progress claim administrator must create a billing period. An administrator can then create a subcontractor progress claim and send an 'Invite to Bill' to a progress claim contact. 


This is an example of an 'Invite to Bill' sent by a progress claim administrator. 


Things to Consider



  1. Navigate to the project's Invoicing tool. 
  2. Click the Subcontractor tab to view a list of subcontractor progress claims.
    Want to adjust the filter to only see progress claims that haven't been sent an 'Invite to Bill? Click Add Filter, choose Progress Claim Status, and mark the Not Invited box.
  3. Select the progress claims to send invites for: 
    • To select individual progress claims, mark the checkboxes in the corresponding rows. 
    • To select all progress claims, mark the checkbox at the top of the table.

      Is the 'Send Invites' button greyed out? Possible reasons for an inactive 'Send Invites' button include:

  4. Click Send Invites.
    After sending the invites, the following occurs:
    • A success banner appears to confirm the invitation was sent.
    • The contract is removed from the 'Not Invited' count to the 'Invited' count.