![]() Review a Subcontractor Invoice as an Admin 2 2 If all line items are approved, you can change the invoice status to 'Approved'. If one (1) or more line item is rejected, users can Review a Subcontractor Invoice as an Admin. Once submitted, an invoice administrator can review each line item on the invoice's Schedule of Values and either approve or reject each line item. If an invoice administrator is submitting an invoice, follow the steps in Create a Subcontractor Invoice on Behalf of an Invoice Contact. 2 Then ask them to complete the steps in Submit a New Invoice as an Invoice Contact. See Accept or Decline an 'Invite to Bill' as an Invoice Contact. Optional: If an invoice contact is submitting their own invoice, show them how to respond to an invite to bill. Send an 'Invite to Bill' to an Invoice Contact 2 Optional: If an invoice contact is submitting their own invoice, send them an invite to bill. Optional: Invite invoice contacts to submit invoices Optional: If you decide to let downstream collaborators submit their own invoices, you must add the appropriate invoice contact to each commitment.Īdd Invoice Contacts to a Purchase Order or Subcontract 1Ĭreate a billing period for your invoicesĬreate a billing period, which defines the start, end, and billing date for an invoice.Ĭreate Manual Billing Periods or Create Automatic Billing Periods 2 Optional: Add invoice contacts to your commitments Downstream invoices can only be created from an existing commitment. What do we need to consider before allowing downstream collaborators to submit invoices in Procore?Ĭreate your project's commitment contractsĬreate the commitments on your project. (2) Collect paper or digital invoices from your downstream collaborators and require your team members to create invoices. (1) Grant access permissions to provide downstream collaborators with the ability to submit their own invoices in Procore. The basic steps for creating invoices in Procore include: Stepĭecide who can create invoices in your environmentĭecide which option is a fit for your Procore project environment: I'll be right here to help you.In Procore, a subcontractor invoice is considered a downstream invoice. You can also check this article that can guide you in importing your own invoice style to your QBO account: Import custom form styles for invoices or estimates.įeel free to touch base with us anytime if you need further assistance. This article provides detailed information on personalizing your invoice. Here's an article that you can use as a reference: Customize invoices, estimates, and sales receipts in QuickBooks Online. We kindly suggest that you utilize our store application as it may provide a suitable solution. However, we cannot recommend a specific application to meet your needs. This way, you'll have everything you need right at your fingertips without hassle or confusion. On the other hand, you can utilize a third-party app to import the template into QuickBooks Online to make the process quick and easy. If you're not currently using QBO Advanced, you can upgrade your version to QBO Advanced. However, please note that when you import the template into QuickBooks Online, you'll need to have a QuickBooks Advanced version. You can export your invoice template from the 2020 QuickBooks Desktop to QuickBooks Online. Thank you for reaching out to the Community.
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