Skip to main content

Send an 'Invite to Bill' to a Progress Claim Contact


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.