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Send an 'Invite to Bill' to a Progress Claim Contact from the Progress Billings Tool

 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options


To send an 'Invite to Bill' for the current billing period to an progress claim contact from the Progress Billings tool. 


Before you or a progress claim contact can create a new subcontractor progress claim, you must create a billing period using the project's Invoicing tool. After that, you can choose from these methods to create the progress claim:

  • To invite a progress claim contact to create a new progress claim for the current billing period
    If you choose this method, use the steps below to send the progress claim contact an 'Invite to Bill' by email. Sending an 'Invite to Bill' is a courtesy notification that reminds the progress claim contact to create and submit the new progress claim before the 'Due Date' specified by the billing period. To create the progress claim as a progress claim contact, see Submit a New Progress Claim as a Progress Claim Contact.
  • To create a new progress claim for the billing period on behalf of the progress claim contact
    If you choose this method, follow the steps in Create a Subcontractor Progress Claim on Behalf of a Progress Claim Contact.

The illustration below shows an example of an 'Invite to Bill' that you can send to a progress claim contact. 


Things to Consider

  • Required User Permissions:
    • To send an 'invite to bill' to a progress claim contact, 'Admin' level permissions on the project's Commitments tool
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
      • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  • Additional Information:



  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor tab.
  3. Locate the purchase order(s) or subcontract(s) that you want to send an 'Invite to Bill' for from the list. 
  4.  Mark the checkboxes that correspond to the contracts for the current billing period. 
  5. 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. 

      After the progress claim contact completes the Next Step, the status of the progress claim updates as follows:

      • If the 'Invite to Bill' is accepted by the progress claim contact, the status changes to 'Accepted'.
      • If the 'Invite to Bill' is rejected by the progress claim contact, the status changes to 'Declined'.

      To learn more about statuses, see What are the default statuses for Procore progress claims?