There are two ways to respond to an 'Invite to Bill' as an invoice contact: (1) from the 'Invite to Bill' email or (2) from the upstream collaborator's Project level Commitments tool. Use the second option when you know you have invoice contact permissions but the 'Invite to Bill' is missing or lost.

When responding to an invite, you can accept or decline it as follows:

• To respond to an 'Invite to Bill' email: Show/Hide      
  • 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'. 
       
       
        
    4. Review the Invoice Details:
       • Commitment. Shows the commitment number and name. 
       • Invoice Type. Shows the invoice 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 invoice administrator. 
       • Due Date. The date your invoice is due. Invoice contacts cannot create or submit an invoice in the Procore project after this date.  
    5. Click one of these buttons to respond to the Do you want to bill this period? prompt:
       • Yes. Accept the invite and submit an invoice. This changes the invoice status to Accepted. Continue with the steps in Submit a New Invoice as an Invoice Contact.
       • No. Decline the invite if you don't want to submit an invoice for the Open billing period. This changes the invoice status to Declined.  

• To respond to an 'Invite to Bill' in the Commitments tool: Show/Hide      
  1. Navigate to the project's Commitments tool. 
  2. Locate the commitment to which you were added as an invoice contact. 
  3. Under Do you Want to Bill this Period?, indicate your intent to submit an invoice by clicking the Yes button. 
     
  4. Click the Post Response button.