Comparison

Procore Pay

Not supported.

Supported. Enables Procore Pay lien waivers, invoice and vendor holds, invoice compliance requirements, payment requirements, and disbursements.

Primary design layout

A fixed table layout with limited on-screen detail.

A modernized, more intuitive layout consistent with Procore's other financial tools.

Retainage controls

Limited administrative control over billable retainage.

Subcontractor Default Invoice Type setting controls billable columns (Work and Materials, and/or Retainage) and the default invoice type for subcontractor-created invoices. A warning banner appears when retainage is released.

Workflow routing

Static routing configured on the workflow.

Route based on custom fields on the parent commitment, and many other conditional steps, automating invoice routing.

Custom fields & fieldsets

Not configurable.

Configurable fieldsets and custom fields on owner invoices.

Exports

PDF with Attachments was compiled and emailed when ready.

Export > PDF with Attachments downloads the compiled PDF directly.

Workflows

Legacy (V1) workflows only, actioned on a separate workflow screen.

Supports New Workflows and legacy (V1) workflows, both actioned in the New Workflows side panel.

Invoice numbering

Invoice # is a free-form field; invoice contacts enter their own reference number. 

Optional company-level automated numbering format built from components such as Invoice Position, Project Number, and Commitment Number. Generated numbers are non-editable. (Requires company-level opt-in.)