Skip to main content
Procore

Add Sub-Tier Subcontractor Information to a Subcontractor Invoice

  1. Last updated
  2. Save as PDF
 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png  is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management icon-external-link.png functionality in the Procore web application to handle the payment process between general and specialty contractors.

Background

To promote transparency and ensure accountability on a job site, General Contractors may be legally required to disclose information about every party hired to work on a project. This requirement may come from a project owner or a regulatory body and often includes disclosing information about the project's first-tier subcontractor and any sub-tier subcontractors.

To ensure the general contractor meets their disclosure requirements, an invoice contact for the first-tier subcontractor adds a list of sub-tier subcontractors to their invoice. Once added, the invoice contact also enters an 'Amount Billed' for each sub-tier subcontractor. When submitting progress bills, each sub-tier subcontractor added remains listed on the first-tier subcontractor's subsequent invoices with a zero ($0.00) amount, until the invoice contact enters the amount billed or the sub-tier subcontractor is removed from an invoice. 

Things to Consider

Steps

  1. Navigate to the Project level Invoicing tool. 
  2. Click the Subcontractor tab to view a list of the project's subcontractor invoices.  
  3. Locate the invoice and click its Invoice # link to open it.
  4. In the invoice, click the Lien Rights tab. 
  5. Scroll to the Sub-Tier Waivers for this invoice card.
     Note
    The invoice may include one or more sub-tier waiver cards based on the project's configuration settings for waiver collection. See Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator.
  6. Choose from these options:

Add Sub-Tiers

To provide a complete list of everyone working on a project:

  1. In a sub-tiers card, click Edit.
    This places the card into editing mode.
  2. Click Add Sub-Tier. 
    A data entry line item appears. 

    sub-invoice-lien-rights-sub-tiers-card.png
     Important
    Do you need to add any sub-tier information to this invoice? If the answer is no, see Certify No Sub-Tiers.
  3. Enter the following information in the line item:
     Note
    An asterisk (*) below denotes a required field.
    • Sub-Tier Company Name.* Type a name for the sub-tier company. 
    • Kind of Work. Enter the type of work for the sub-tier company. This is a free-form text entry. 
    • Sub-Tier Type. Choose the Supplier or Subcontractor option to indicate the company's business type. 
    • Phone Number. Enter the sub-tier company's phone number. 
    • Street Address. Enter the sub-tier company's address. 
       Note
      To add an apartment, suite, or unit number, click the Add Apt, Suite, Unit link to show those entry fields. 
    • City. Enter the sub-tier company's city. 
    • State. Select the sub-tier company's state from the drop-down list. 
    • ZIP Code. Enter the ZIP code. 
    • Country. Select the sub-tier company's country from the drop-down list. 
    • Amount Billed This Invoice*. Enter the amount the sub-tier billed you for this invoice.
       Important
      No amount billed for this invoice? If one of the listed sub-tiers didn't bill an amount for this invoice, enter $0.00 in the Amount Billed This Invoice field. This field cannot be blank. 
    • Est. Contract Amount. Enter the estimated contract amount for the sub-tier. 
    • Sub-Tier Waiver Contact Email Address. Type the email address of the person signing the lien waiver for the sub-tier subcontractor. This person does not need a Procore user account.
    • Billing Type. Choose Progress or Final.
    • Click Add Sub-Tier.
  4. Repeat the step above for each sub-tier subcontractor. 
  5. Click Save. 

Certify No Sub-Tiers

If there are no sub-tier subcontractors for the project invoice, click the Certify No Sub-Tiers button. The message 'You have certified no sub-tiers are involved in this project' appears.

certify-no-sub-tiers.png

Remove Sub-Tiers

To remove a new sub-tier, click Remove icon-delete-trash6.png, and then Save. 

Example

If you collect waivers for current or previous invoices, one or more card(s) appear. The title of each card matches the project's waiver collection requirements, which are set on the Invoicing tool by an invoice administrator. See Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator. 

If you do not collect waivers for the invoice, you’ll only see the 'Sub-Tiers' card.

sub-invoice-lien-rights-sub-tiers-card.png