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代表发票联系人创建分包商发票

  1. 最后更新
  2. 另存为PDF
 重要提示
作者注:将所有发票和付款变更记录在: https: procoretech
 仅限 Procore 内部

此页面详细介绍了分包商发票的现代化体验。对于仍在使用旧版体验的 Procore 客户，请参阅代表发票联系人创建分包商发票（旧版） 。

 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代表发票联系人创建下游发票。

背景

如果你的公司或项目不想授予外部协作者对你的 Procore 项目的访问权限，以便他们提交自己的发票，你的团队可以从 Procore 之外的发票联系人那里收集数字或纸质发票。 收集后，发票管理员可以代表每个发票联系人在 Procore 中创建发票。

需要考虑的事项

  • 所需用户权限
  • 其他信息：
    • 发票 管理员可以:
      • 为项目的所有合约创建发票。
      • 当发票处于草稿或修改并重新提交状态时，编辑分项价格表上的金额。当一个结算期内一项合约存在多张发票时，你可以只显示最新发票上的金额。
      • 对于法律要求向索赔人提供付款进度计划的用户，请参阅导出付款进度计划。
      • 修改提前付款计划发票上的"付款截止日期"。

先决条件

要执行本教程中的步骤，发票的合约必须具有:

此外，发票 管理员必须为发票创建一个结算期。 请参阅管理结算期。

步骤

  1. 打开新发票页面
  2. 更新一般信息卡
  3. 更新分项价格表卡
  4. 更新付款详细信息卡
  5. 添加附件
  6. 保存发票
  7. 可选: 发送带有DocuSign II 的发票

打开新发票页面

Users always create invoices in the project's Commitments tool. 

  1. Navigate to the project's Commitments tool.
  2. Find the commitment to create an invoice for in the 'Contracts' tab. 
  3. Click the Number link to open it. 

    open-a-commitment.png
     
  4. At the top of the commitment, click Create and choose Create Invoice from the menu.
     Tip
    Is the 'Create Invoice' option inactive? To learn why, hover your mouse cursor over the tooltip. This option only activates when Prerequisites are met. 
    create-create-invoice.png

    This opens the 'New Invoice for [Contract Number]' page so you can update the General Information card. 

更新一般信息卡

In the New Invoice page, update the General Information card. Once updated, continue by updating the Schedule of Values. 

 Note
The element circled in ORANGE is only available with Procore Pay. 

sub-invoice-general-info-with-pay.png

new-sub-invoice-general-information-card.png

  • Learn how to update the General Information card as an invoice administrator: Show/Hide      

    • General Information Card

      This table details the elements in the 'General Information' card. An invoice administrator can update this information when creating or editing an invoice of behalf of an invoice contact. 

      Element Field Type Description Learn More
      Contract Company Read Only Shows the name of the subcontracting company designated as the 'Contract Company' on the commitment. To change the company name that appears:
      Status* Drop-down list Accept the default status (Draft) or select a different status from the drop-down list. 
      • When an invoice is ready for review, remember to change its status to Under Review.
      • Once reviewed, remember to change its status to Approved or Revise and Resubmit. 
      		 What are the default statuses for Procore invoices?
      Invoice # Alphanumeric text Procore automatically assigns invoice numbers in sequence using its default numbering system or the custom numbering system defined for your project's invoices.  Read Can I customize the numbering system for financial objects in Procore? before changing this number. 
      Billing Period* Drop-down list Accept the billing period that appears by default or select any billing period from the drop-down list. 

      Note: Invoice contacts and users with 'Standard' level permissions on the Commitments tool can only select a billing period when an invoice is NOT already associated with it.       		 Only invoice administrators can Create Billing Periods.
      Billing Date* Calendar control Shows the billing date for the selected billing period. You can change the date for this invoice with the calendar control. Only invoice administrators can Create Billing Periods.
      Period Start* Calendar control Shows the start date for the selected billing period. You can change the date for this invoice with the calendar control. Only invoice administrators can Create Billing Periods.
      Period End* Calendar control Shows the end date for the selected billing period. You can change the date for this invoice with the calendar control.

      Note: To help project managers track how invoices impact a project's budget, the 'Billing Period' date on an invoice aligns with the work performed on a project.      		 Only invoice administrators can Create Billing Periods.
      Billing Type: Progress Billing
             		 Option button Requires Procore Pay

      If the subcontractor is submitting progress billings for an ongoing project, choose this option.      		 When your company has Procore Pay, this setting works with the Invoicing Settings for Progress Conditional and Progress Unconditional lien waivers. See Enable Lien Waivers & Set Default Templates on Projects.
      Billing Type: Final Billing
             		 Option button Requires Procore Pay

      If the subcontractor is submitting a one-time invoice or if this is the final invoice for an ongoing project, choose this option.       		 When your company has Procore Pay, this setting works with the Invoicing Settings for Final Conditional and Final Unconditional lien waivers. See Enable Lien Waivers & Set Default Templates on Projects.
      Submitted Date Calendar control Select the date the invoice was submitted to your company by the subcontractor.  Typically, this is printed on the invoice that you received from the subcontracting company. 

Update the Payment Details Card

 Procore Internal ONLY

The Payment Details card is only visible for invoice administrators using Procore Pay. The content is marked locale-specific for en-US Support Site visitors only. 

The 'Payment Details' card appears next to the 'General Information card for invoice administrators with Procore Pay.

Payment Details Card

To change the payment due date for this invoice, select a new date from the Payment Due Date calendar.

 In Beta - Early Pay Programs

When a payee is enrolled in an Early Pay Program, this card shows the payee's Early Pay Program enrollment Status, Due Date, and Fee. See Review and Manage Early Pay Enrollments as a Payee. The Early Pay Program assigned to the Procore Project automatically determines the Due Date and Fee. See About Early Pay Programs.

payment-details-enrolled.png

更新分项价格表卡

添加附件

  1. 滚动到“附件”部分。
  2. 从以下选项中选择:

    admin-view-attachments-section.png
    • 点击附加文件按钮。此操作将打开附加文件对话框，你可以在这里从计算机上传文件。完成后，点击附加按钮。
      或者
    • 使用拖放操作将文件从你的计算机或网络移动到“附件区域”。

保存发票

点击"新发票"页面底部的保存按钮。
注意:如果为分包商发票打开了工作流，你还可以选择"保存为草稿"来保存你的工作并保留在相同的工作流步骤中。

使用 DocuSign© 发送发票

可选：如果你的项目团队想要使用 Procore + DocuSign© 集成在你的发票上收集签名，请点击页面顶部的使用 DocuSign© 发送按钮。要使用此按钮，必须在项目上启用 DocuSign© 集成（请参阅如何启用 DocuSign® 集成？）并且发票必须处于已批准、按注释批准或待批准状态。要了解有关 DocuSign© 集成和准备签名信封的更多信息，请参阅 DocuSign®。

send-to-docusign.png

 Tip
How do you collect signatures with DocuSign? After the data entry for the item is complete, Procore recommends changing the item's status to 'Out for Signature' before clicking the Send to DocuSign button to launch the DocuSign® application. If you have not previously signed in, you will be prompted to Log In to DocuSign®. Once you are signed in, you can prepare the DocuSign® envelope for signatures. After the signature process is complete, Procore automatically changes the status of the item to 'Approved' and marks the item as 'Executed'. To learn more, see DocuSign®.

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.
如何创建下游发票以请求为代表协作者的发票联系人执行的工程付款。