Considerations

Permissions & Requirements

• Required Tool: Procore Pay must be active on the project.

• Required User Permissions:

  • To create and configure Payment Terms, 'Admin' level permissions on the Company level Payments tool.
    AND
    User must be assigned a Pay Admin role.

  • To apply and edit terms on a commitment, 'Admin' level permissions on the Project level Commitments tool.

  • To view applied terms, due dates, 'Read Only' or higher level permissions on the Project level Commitments tool.

Limitations

Please note the following limitations in this Beta version:

• ERP Sync:

  Syncing custom Payment Terms directly with ERPs is not included in the initial release.

• Automated Lien Waivers:

  Automated lien waiver unlocking for discounted invoices is coming in a subsequent phase.

• Default Selection:

  Automated global default payment terms are not yet supported.

Beta Access & Support

• Access Method:
  To enroll in the Beta, reach out to your Procore Point of Contact.

• How to Provide Feedback:
  Send your feedback directly to your Procore Point of Contact.

• Support:
  Contact Support for blocking issues.