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配置设置:开发票 - Procore
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产品 </a> </li> <li> <a href="https://zh-sg.support.procore.com/products/online"> <span class="mt-icon-article-category"></span> Procore Web (app.procore.com) </a> </li> <li> <a href="https://zh-sg.support.procore.com/products/online/user-guide"> <span class="mt-icon-article-category"></span> Procore 用户指南 </a> </li> <li> <a href="https://zh-sg.support.procore.com/products/online/user-guide/project-level"> <span class="mt-icon-article-category"></span> 项目级别 </a> </li> <li> <a href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing"> <span class="mt-icon-article-tool-landing-page"></span> 开发票 </a> </li> <li> <a href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/tutorials"> <span class="mt-icon-article-tutorial-list"></span> 发票 - 教程 </a> </li> </ul> </div> </div> <div class="grape-content grape-wrapper"> <div class="grape-content-container grape-wrapper-container"> <div id="flash-messages"><div class="dekiFlash"></div></div> <h1 id="title" class="no-edit" style="visibility: visible;"> 配置设置:开发票 </h1> <div class="mt-last-updated"> <strong>Last updated:</strong> <span class="modified mt-last-updated-timestamp" data-timestamp="2024-10-10T21:22:38Z"></span> </div> <div class="mt-content-header"></div> <div class="mt-content-side"></div> <div id="mt-toc-container" data-title="目录" data-collapsed="true"> <button class="mt-toggle mt-summary-toggle ui-button-icon mt-toggle-expand">目录</button> <div class="mt-toc-content mt-collapsible-section mt-toc-hide"> <ol><li><a href="#.E5.AF.B9.E4.BA.8E.E7.BE.8E.E5.9B.BD.E7.9A.84_Procore_.E5.AE.A2.E6.88.B7" rel="internal"> 对于美国的 Procore 客户</a></li><li><a href="#.E7.9B.AE.E6.A0.87" rel="internal">目标</a></li><li><a href="#.E8.83.8C.E6.99.AF" rel="internal">背景</a></li><li><a href="#.E9.9C.80.E8.A6.81.E8.80.83.E8.99.91.E7.9A.84.E4.BA.8B.E9.A1.B9" rel="internal">需要考虑的事项</a></li><li><a href="#.E6.AD.A5.E9.AA.A4" rel="internal">步骤</a><ol><li><a href="#.E9.BB.98.E8.AE.A4.E7.BB.93.E7.AE.97.E6.9C.9F" rel="internal">默认结算期</a><ol><li><ol><li><a href="#.E6.8F.90.E7.A4.BA" rel="internal"> 提示</a></li></ol></li></ol></li><li><a href="#.E7.95.99.E7.BD.AE.E6.9D.83.E5.BC.83.E6.9D.83.E4.B9.A6" rel="internal">留置权弃权书</a></li><li><a href="#.E7.94.B5.E5.AD.90.E9.82.AE.E4.BB.B6" rel="internal">电子邮件</a><ol><li><ol><li><a href="#.E6.8F.90.E7.A4.BA_2" rel="internal"> 提示</a></li></ol></li></ol></li><li><a href="#.E5.85.B6.E4.BB.96" rel="internal">其他</a><ol><li><ol><li><a href="#.E6.B3.A8.E6.84.8F" rel="internal"> 注意</a></li><li><a href="#.E6.B3.A8.E6.84.8F_2" rel="internal"> 注意</a></li><li><a href="#.E6.8F.90.E7.A4.BA_3" rel="internal"> 提示</a></li></ol></li><li><a href="#.E6.B5.8B.E8.AF.95.E7.89.88.E5.88.86.E5.8C.85.E5.95.86.E5.B7.A5.E4.BD.9C.E6.B5.81.E8.AE.BE.E7.BD.AE" rel="internal">测试版分包商工作流设置</a></li><li><a href="#.E6.B5.8B.E8.AF.95.E7.89.88.E4.B8.9A.E4.B8.BB.E5.8F.91.E7.A5.A8.E5.B7.A5.E4.BD.9C.E6.B5.81.E8.AE.BE.E7.BD.AE" rel="internal">测试版业主发票工作流设置</a></li></ol></li></ol></li><li><a href="#.E5.90.8E.E7.BB.AD.E6.AD.A5.E9.AA.A4" rel="internal">后续步骤</a></li><li><a href="#.E5.8F.A6.E8.AF.B7.E5.8F.82.E9.98.85" rel="internal">另请参阅</a></li><li><a href="#" rel="internal"> </a></li></ol> </div> </div> <div id="page-top"> <div id="topic"> <div id="pageText"><div class="mt-contentreuse-widget" data-page="Media_Library/Language_Specific_Media/Reusable_Snippets/Reusable_Text_Snippets" data-section="项目财务管理标注" data-show="false"> <div class="mt-include" id="s4825"> <div class="localization-group" data-locale="en-us"> <div class="callout callout-beta"> <div mt-section-origin="Media_Library/Language_Specific_Media/Reusable_Snippets/Reusable_Text_Snippets" class="mt-section"><span id=".E5.AF.B9.E4.BA.8E.E7.BE.8E.E5.9B.BD.E7.9A.84_Procore_.E5.AE.A2.E6.88.B7"></span><h5 id=".E5.AF.B9.E4.BA.8E.E7.BE.8E.E5.9B.BD.E7.9A.84_Procore_.E5.AE.A2.E6.88.B7-4825"><i class="fas fa-clock"> </i>对于美国的 Procore 客户</h5> <p><img alt="flag-us.png" height="14px" loading="lazy" width="21px" class="internal" src="https://zh-sg.support.procore.com/@api/deki/files/10228/flag-us.png?revision=1&size=bestfit&width=21&height=14" />当你的公司应用"业主英语"或"专业承包商英语"视点词典时,你将在用户界面中看到不同的工具名称和术语变更。了解<a class="F1" rel="custom" title="Procore 中的哪些工具名称和术语对于总承包商、业主和专业承包商是不同的?" href="/faq/what-tool-names-and-terms-are-different-in-procore-for-general-contractors-owners-and-specialty-contractors#How_to_Apply_the_Dictionary_Options">如何应用词典选项。</a></p> <ul comment="REMOVE THIS TAG AND ITS ASSOCIATING CLOSING TAG IF THIS IS PART OF A BIGGER LIST"> <li class="collapsible"><strong class="trigger">了解差异:<span style="color:#ff5200;"><b>显示/隐藏<i class="arrowclass fas fa-chevron-circle-right"> </i></b></span></strong> <ul class="col_content"> <li> <div class="mt-contentreuse-widget" data-page="faq/what-tool-names-and-terms-are-different-in-procore-for-general-contractors-owners-and-specialty-contractors" data-section="项目财务管理" data-show="false"> <div class="mt-include" id="s6359"> <p>此表显示了项目财务管理视点词典中的工具名称(<strong>粗体</strong>)和术语的差异。 这些词典仅提供美国英语版本。 默认词典是为总承包商设计的,这意味着你需要与贵公司的 Procore 管理员和Procore 联系人合作才能访问其他词典选项。</p> <table class="perm-table perm-table-horizontal perm-table-highlight" style="width: 1245px;"> <thead> <tr> <th style="text-align:center;width:373px;"> <p>总承包商</p> <p><em>英语(美国)- 默认</em></p> </th> <th style="text-align:center;width:421px;"> <p>业主</p> <p><em>英语(业主术语 V2)</em></p> </th> <th style="text-align:center;width:440px;"> <p>专业承包商</p> <p><em>英语(专业承包商术语)</em></p> </th> </tr> </thead> <tbody> <tr> <td style="width:385px;text-align:center;"><strong>开发票</strong></td> <td style="width:409px;text-align:center;"><strong>开发票</strong></td> <td style="width:440px;text-align:center;"><strong>按进度收款账单</strong></td> </tr> <tr> <td style="width:385px;text-align:center;">业主</td> <td style="width:409px;text-align:center;">资金</td> <td style="width:440px;text-align:center;">业主</td> </tr> <tr> <td style="width:385px;text-align:center;">业主/客户</td> <td style="width:409px;text-align:center;">业主/客户</td> <td style="width:440px;text-align:center;">总承包商/客户</td> </tr> <tr> <td style="width:385px;text-align:center;">主合同变更通知单</td> <td style="width:409px;text-align:center;">资金变更通知单</td> <td style="width:440px;text-align:center;">客户合同变更通知单</td> </tr> <tr> <td style="width:385px;text-align:center;"><strong>主合同</strong></td> <td style="width:409px;text-align:center;"><strong>资金</strong></td> <td style="width:440px;text-align:center;"><strong>客户合同</strong></td> </tr> <tr> <td style="width:385px;text-align:center;">收入</td> <td style="width:409px;text-align:center;">资金</td> <td style="width:440px;text-align:center;">收入</td> </tr> <tr> <td style="width:385px;text-align:center;">分包合同</td> <td style="width:409px;text-align:center;">合同</td> <td style="width:440px;text-align:center;">分包合同</td> </tr> <tr> <td style="width:385px;text-align:center;">分包商</td> <td style="width:409px;text-align:center;">承包商</td> <td style="width:440px;text-align:center;">分包商</td> </tr> <tr> <td style="width:385px;text-align:center;">分包商分项价格表 (SSOV)</td> <td style="width:409px;text-align:center;">承包商分项价格表 (CSOV)</td> <td style="width:440px;text-align:center;">分包商分项价格表 (SSOV)</td> </tr> </tbody> </table> </div> </div> </li> </ul> </li> </ul> </div></div> </div> </div> </div> <div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_1"><span id=".E7.9B.AE.E6.A0.87"></span><h2 class="editable">目标</h2> <p>以<a class="F1" title="什么是发票 管理员?" href="https://zh-sg.support.procore.com/faq/what-is-an-invoice-administrator" rel="internal">发票 管理员</a>身份配置项目级别发票工具的高级设置。</p> </div><div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_2"><span id=".E8.83.8C.E6.99.AF"></span><h2 class="editable">背景</h2> <p>在你的团队成员为 Procore 项目创建任何发票<u> 之前</u> , 发票 管理员<a class="F1" title="什么是发票 管理员?" href="https://zh-sg.support.procore.com/faq/what-is-an-invoice-administrator" rel="internal"> 应该配置开发票工具设置。</a></p> </div><div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_3"><span id=".E9.9C.80.E8.A6.81.E8.80.83.E8.99.91.E7.9A.84.E4.BA.8B.E9.A1.B9"></span><h2 class="editable">需要考虑的事项</h2> <ul> <li><a class="F1" title="开发票 - 用户权限" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/permissions#Invoicing_2" rel="internal">所需用户权限</a></li> </ul> </div><div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_4"><span id=".E6.AD.A5.E9.AA.A4"></span><h2 class="editable"><a id="anchor-invoice" name="anchor-invoice"></a>步骤</h2> <ol> <li>导航到项目的<strong>开发票</strong>工具。</li> <li>点击<strong>配置设置</strong> <img class="internal default" style="width: 15px; height: 15px;" width="15px" height="15px" alt="icons-settings-gear.png" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/11487/icons-settings-gear.png?revision=1&size=bestfit&width=15&height=15" /> 图标。</li> <li>在<strong>设置</strong>下,配置选项。</li> </ol> <div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_5"><span id=".E9.BB.98.E8.AE.A4.E7.BB.93.E7.AE.97.E6.9C.9F"></span><h3 class="editable">默认结算期</h3> <p>当用户<a title="创建手动结算期" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/tutorials/create-manual-billing-periods" rel="internal">使用开发票工具创建手动结算期</a>时,这些设置会填充"设置结算期"提示中的日期字段。</p> <div class="callout callout-tip"> <div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section"><span id=".E6.8F.90.E7.A4.BA"></span><h5 class="editable"><i class="fas fa-check-circle"> </i>提示</h5> <strong>是否已经对每次创建手动结算期都设置新日期感到困惑?</strong><a title="什么是发票 管理员?" href="https://zh-sg.support.procore.com/faq/what-is-an-invoice-administrator" rel="internal">发票 管理员</a>可以配置默认结算期日期,以在"设置结算期"提示中的<strong>从</strong>、<strong>至</strong>和<strong>截止日期</strong>字段中预设日期。 请参阅使用开发票工具<a title="创建手动结算期" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/tutorials/create-manual-billing-periods" rel="internal">创建手动结算</a><a title="创建手动结算期" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/tutorials/create-manual-billing-periods" rel="internal">期</a>。 如果你不完成此配置,则不会显示预设日期。 相反,你将看到: <span class="mt-font-courier-new">mm/dd/yyyy</span></div></div> <p>配置<strong>默认结算期</strong>设置的步骤:</p> <ol> <li>选择这些日期: <ul> <li><strong>开始日期</strong>。接受"每月的第一天"的默认开始 日期或选择其他日期。 这将填充提示中的"开始"日期。</li> <li><strong>结束日期</strong>。接受"每月 31 日"的默认结束日期或选择其他日期。这将填充提示中的"结束"日期。</li> <li><strong>截止日期</strong>。 接受"每月 25 日"的默认截止日期或选择其他日期。填充提示中的"截止日期"字段。 <br /><img alt="default-billing-period.png" class="internal default" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/13639/default-billing-period.png?revision=2" /></li> </ul> </li> <li>点击<strong>更新</strong>。</li> </ol> <div class="localization-group" data-locale="[en-us]"> <div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section"><span id=".E7.95.99.E7.BD.AE.E6.9D.83.E5.BC.83.E6.9D.83.E4.B9.A6"></span><h3 class="editable">留置权弃权书</h3> <div class="mt-contentreuse-widget" data-page="products/online/procore-pay/reuse" data-section="发布标注:特定市场中的正式版" data-show="false"> </div> <p>这些设置仅适用于<a title="Procore Pay" class="mt-disabled" rel="broken">Procore Pay</a> 。有关说明:</p> <ul> <li><a title="在项目上启用留置权弃权书并设置默认模板" class="mt-disabled" rel="broken">在项目上启用留置权弃权书并设置默认模板</a></li> <li><a title="在项目发票上启用子层弃权书(草稿)" class="mt-disabled" rel="broken">对项目发票启用子层弃权书</a></li> </ul> </div></div> <div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_6"><span id=".E7.94.B5.E5.AD.90.E9.82.AE.E4.BB.B6"></span><h3 class="editable">电子邮件</h3> <p>使用这些设置来调整开发票工具的电子邮件。</p> <p>配置<strong>电子邮件</strong>设置的步骤:</p> <ol> <li>在<strong>邀请和提醒自定义消息</strong>框中为发票联系人键入消息。 <br /><br /><img alt="invoicing-settings-emails.png" class="internal default" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/14994/invoicing-settings-emails.png?revision=1" /> <div class="callout callout-tip"> <div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section"><span id=".E6.8F.90.E7.A4.BA_2"></span><h5 class="editable"><i class="fas fa-check-circle"> </i>提示</h5> <strong>在哪里使用此文本?</strong>Procore 会将此文本包含在"结算邀请"和自动提醒电子邮件中。请参阅<a title="向发票联系人发送“结算邀请”" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/tutorials/send-an-invite-to-bill-to-an-invoice-contact" rel="internal">向发票联系人发送"结算邀请"</a> 。</div></div> </li> <li>将开关向右移动以打开选项。 将其向左移动以将其关闭。 这些选项的默认设置为关闭: <ul> <li><strong>提醒分包商开具账单</strong>。开启此选项以向你的发票联系人发送自动提醒电子邮件。然后通过从 频率 下拉列表中选择<em> 每天</em> 、<em> 每 2 天</em> 或<em> 每 3 天</em> <strong></strong>来设置这些电子邮件的发送频率。发票上的"截止日期"过去后,Procore 会自动停止发送提醒消息。</li> <li><strong>发送审核中发票的摘要</strong>。将此选项切换为开并从<em> </em><strong>频率</strong> 下拉列表中选择 每周 ,以在每周<u> 一</u> 发送每周摘要摘要。处于<em>草稿</em>、<em>审核</em>中或<em>修改并重新提交</em>状态时,当前结算期的发票会包含在此摘要消息中。 摘要消息会发送至"发票分发"下拉列表中的成员,该下拉列表位于"合约"工具中"配置设置"页面的"默认通讯对象"部分。 请参阅<a title="配置高级设置:合约" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/commitments/tutorials/configure-advanced-settings-commitments" rel="internal">配置设置:合约</a>。</li> <li><strong>在发票获批时通知分包商</strong>d。切换此选项为开,可在发票 管理员更改为<em>已批准</em>或<em>按附注</em>批准时,自动向你的发票联系人发送通知电子邮件。请参阅<a title="以发票管理员身份审核分包商发票" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/tutorials/review-a-subcontractor-invoice-as-an-invoice-administrator" rel="internal">以发票管理员身份审核分包商发票</a>。</li> </ul> </li> <li>点击<strong>更新</strong>。</li> </ol> </div><div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_7"><span id=".E5.85.B6.E4.BB.96"></span><h3 class="editable">其他</h3> <p>使用这些设置来配置系统的分包商发票行为:</p> <p>配置<strong>其他</strong>设置的步骤:</p> <ol> <li><em>可选:</em><strong>子发票 PDF 页脚文本</strong>。输入希望在发票 PDF 的页脚中显示的任何文本,该发票 PDF 由使用合约工具具有"管理员"级别权限的用户创建。请参阅导出分包商发票。此字段可用于添加有关当地法规合规性的声明。 <br /><br /><img alt="invoicing-settings-other.png" class="internal default" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/14996/invoicing-settings-other.png?revision=1" /> <div class="callout callout-note"> <div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section"><span id=".E6.B3.A8.E6.84.8F"></span><h5 class="editable"><i class="fas fa-info-circle"> </i>注意</h5> 仅当拥有项目合约工具“管理员”级别权限的用户生成 PDF 时,才会显示“子发票 PDF 页脚”文本。该文本不会出现在拥有合约工具“只读”或“标准”级别权限的用户生成的任何 PDF 中。</div></div> </li> <li><em>可选</em>:<strong>显示分包商申请金额</strong>。 如果启用此设置,总承包商可以区分分包商申请的内容和总承包商批准的内容。 <div class="callout callout-note"> <div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section"><span id=".E6.B3.A8.E6.84.8F_2"></span><h5 class="editable"><i class="fas fa-info-circle"> </i>注意</h5> 在澳大利亚和澳大利亚,启用"显示分包商付款申请"设置还可以让总承包商创建付款进度计划 PDF 以答复发票。 请参阅以管理员身份查看分包商发票。要创建付款进度计划,请参阅创建付款进度计划。</div></div> <ul> <li><strong>申请总金额</strong>。 此金额反映发票"详细信息"标签页上的"建议金额"列。 该值不包括保留金。</li> <li><strong>总获批金额</strong>。 该金额反映发票"详细信息"标签页上的"已完成的工程(本期)"加上"当前库存材料"的合计金额。 该值也不包括保留金。</li> <li><strong>差异原因</strong>。 此表包括对申请金额和批准金额之间存在差异的单个明细项的备注。 有关添加备注的信息,请参阅<a title="以发票管理员身份审核分包商发票" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/tutorials/review-a-subcontractor-invoice-as-an-invoice-administrator" rel="internal">以发票管理员身份审核分包商发票</a>。</li> </ul> </li> <li><strong>允许分包商超额计费</strong>。 选择适当的选项: <div class="callout callout-tip"> <div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section"><span id=".E6.8F.90.E7.A4.BA_3"></span><h5 class="editable"><i class="fas fa-check-circle"> </i>提示</h5> <ul> <li><strong>此设置如何工作?</strong>请参阅<a title="如何防止或允许分包商发票超额 计费?" href="https://zh-sg.support.procore.com/faq/how-do-i-prevent-or-allow-overbilling-on-a-subcontractor-invoice" rel="internal">如何防止或允许分包商发票超额 计费?</a></li> <li><strong>想要防止公司的所有超额 计费项目超额计费?</strong>Procore 管理员可以在公司管理员工具中打开"防止所有项目超额计费"设置。 如果任何发票的明细项超过公司所有 Procore 项目合约预算金额的 100%,则此操作会阻止用户保存发票。 请参阅<a title="为项目设置默认值" href="https://zh-sg.support.procore.com/products/online/user-guide/company-level/admin/tutorials/set-the-defaults-for-your-projects" rel="internal">为项目设置默认值</a>。 开启时,用户无法更改项目的"允许分包商超额计费"设置。</li> </ul> </div></div> <ul> <li><strong>以防止超额计费</strong>。 将开关向左移动以关闭该选项。 如果任何发票的明细项超过此 Procore 项目合约预算金额的 100%,则将防止用户保存发票。<br /> 或者</li> <li><strong>允许超额计费</strong>。 将开关向右移动,以便进行切换,打开功能。 这是默认设置。 如果任何发票的明细项超过公司所有 Procore 项目合约预算金额的 100%,此设置会阻止让用户保存发票。</li> </ul> </li> <li>点击<strong>更新</strong>。</li> </ol> <div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_8"><span id=".E6.B5.8B.E8.AF.95.E7.89.88.E5.88.86.E5.8C.85.E5.95.86.E5.B7.A5.E4.BD.9C.E6.B5.81.E8.AE.BE.E7.BD.AE"></span><h4 class="editable"><em><beta-flag>测试版</beta-flag>分包商工作流设置</em></h4> <p>仅当你的公司启用工作流工具并将工作流模板分配给项目时,这些设置才可用。 请参阅<a title="(测试版)将自定义工作流模板分配给项目" href="https://zh-sg.support.procore.com/products/online/user-guide/company-level/workflows/tutorials/assign-a-workflow-template-to-a-project" rel="internal">将自定义工作流模板分配给项目</a>。 要了解如何配置设置,请参阅<a title="为项目的分包商发票配置自定义工作流模板(测试版)" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/tutorials/configure-a-custom-workflow-template-for-subcontractor-invoices-on-a-project" rel="internal">为项目的分包商发票配置自定义工作流模板</a>。</p> </div><div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_9"><span id=".E6.B5.8B.E8.AF.95.E7.89.88.E4.B8.9A.E4.B8.BB.E5.8F.91.E7.A5.A8.E5.B7.A5.E4.BD.9C.E6.B5.81.E8.AE.BE.E7.BD.AE"></span><h4 class="editable"><em><beta-flag>测试版</beta-flag>业主发票工作流设置</em></h4> <p>仅当你的公司启用工作流工具并将工作流模板分配给项目时,这些设置才可用。 请参阅<a title="(测试版)将自定义工作流模板分配给项目" href="https://zh-sg.support.procore.com/products/online/user-guide/company-level/workflows/tutorials/assign-a-workflow-template-to-a-project" rel="internal">将自定义工作流模板分配给项目</a>。 要了解如何配置设置,请参阅为项目业主发票配置自定义工作流模板。</p> </div></div></div></div><div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_10"><span id=".E5.90.8E.E7.BB.AD.E6.AD.A5.E9.AA.A4"></span><h2 class="editable">后续步骤</h2> <ul> <li><a title="管理结算期" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/manage-billing-periods" rel="internal">管理结算期</a></li> </ul> </div><div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_11"><span id=".E5.8F.A6.E8.AF.B7.E5.8F.82.E9.98.85"></span><h2 class="editable"><a id="Links" name="Links"></a>另请参阅</h2> <ul> <li><a title="创建付款进度计划" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/tutorials/create-a-payment-schedule" rel="internal">创建付款进度计划</a></li> <li><a title="以发票管理员身份审核分包商发票" href="https://zh-sg.support.procore.com/products/online/user-guide/project-level/invoicing/tutorials/review-a-subcontractor-invoice-as-an-invoice-administrator" rel="internal">以发票管理员身份审核分包商发票</a></li> </ul> </div><div mt-section-origin="products/online/user-guide/project-level/invoicing/tutorials/configure-settings-invoicing" class="mt-section" id="section_12"><span id=""></span><h2 class="editable"> </h2> <style>/*<![CDATA[*/body #deki-page-title::before {content: url("/@api/deki/pages/:ccaec8e887044385a1dfc2a3a0f71434/files/=tool-icon_invoicing_web-project-level.png");}/*]]>*/</style> <div class="mt-contentreuse-widget" data-page="Media_Library/Language_Specific_Media/Reusable_Snippets/Marketing_Snippet" data-section="开发票" data-show="false"> </div> </div></div> </div> </div> <div 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