To create a payment in Procore to keep record of payments received.
Things to Consider
Required User Permission: 'Admin' on the project's Prime Contract tool.
You can only create a payment if the status of the Prime Contract is either in the "Approved" or "Complete" state.
Navigate to the project's Prime Contract tool.
Click the orange Create Payment button in the right pane.
Fill out the following fields:
Payment Application: Select a payment application from the drop-down to tie that payment to.
Date: Select a date that the payment was received.
Payment #: Specify the payment number.
Invoice #: Enter the invoice number for the payment, if applicable.
Check #: Enter the check number for the payment.
Notes: Include any additional notes about the payment.
Amount: Enter in the amount of the payment that was received.
Attachments: Include any attachments related to the payment (e.g. the check or the invoice related to the payment).
Click Add. The payment you just created will now be listed in the "Payments Received" section at the bottom of the page.
Click Save. You will see a list of all payments received, which you can then export to a PDF. Note: All payments received will also be tracked in the Contract Summary Report in the General sub tab for Prime Contract.
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.