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使用开发票工具编制分包商发票备份

  1. 最后更新
  2. 另存为PDF
 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)

      Specialty Contractors

      English (Specialty Contractor Terminology)
      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime 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)

目标

以发票 管理员的身份编制分包商发票备份。

背景

发票备份生成合同分包商发票的 PDF 副本，并将它们作为 PDF 附件包含在备份文件中。 用户可以批量编制备份，以节省时间并且无需导出多张发票和手动合并文件。 备份只能从发票工具的分包商标签页中进行编制。

需要考虑的事项

  • 所需用户权限
    • 借助 Procore + DocuSign除非集成，签名工作流完成后，Procore 会将已签名的DocuSign发票包含在内。

先决条件

步骤

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab. 
  3. Mark the checkboxes for the contracts for which you want to compile invoice backup.
     Note
    For a successful compile, place all of the contract's previously invoiced billing periods into the Closed status. See Edit Billing Periods. Never delete billing period if its linked to an invoice.
  4. Click Compile Invoice Backups.
    compile-invoice-backups.png

For payors using Procore Pay, click here for additional steps.  

In the Compile window that appears for Procore Pay, mark a check box to include the item. Remove a mark to exclude it.

  1. Click Compile.
示例

这是包含可下载文件链接的电子邮件的示例。为了便于识别，Proocore 将该文件命名为:分包商发票备份 - [项目名称] - [项目编号] - [日期] - "时间".pdf

sub-invoice-backup-notification.png

编译 PDF 以包含在备份中时，Procore 按"合同编号"升序组织发票，并应用"发票位置"编号作为辅助排序顺序。这可确保发票在备份文件中按逻辑顺序清楚地显示。

另请参阅

 

If you would like to learn more about Procore's invoice management software and how it can help your business, please visit our construction invoice management software product page icon-external-link.png.