Add Sub-Tier Information for a Subcontractor Invoice

 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.

Objective

To add sub-tier subcontractor details to a subcontractor invoice as the invoice contact for a first-tier subcontractor.

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

Prerequisites

Steps

  1. Navigate to the Project level Invoicing tool. 
  2. Click the Subcontractor tab.  
  3. Click the Invoice # link in the table to open it. 
  4. Click the Lien Rights tab in the subcontractor invoice. 
  5. Scroll to the Sub-Tier Information for This Invoice card.
     Note
    The invoice may include one or more sub-tier waiver cards based on the waiver collection requirements. 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 new line item appears in the table for data entry. 
     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:
    Example

    If you are NOT required to collect waivers on an invoice, the 'Sub-Tier Information for This Invoice' card appears. If you need to collect waivers, one or more cards appear. The title of each card matches the project's waiver collection requirements set on the Invoicing tool. See Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator. To upload waivers for a sub-tier, see Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact.

    add-sub-tier-information-for-this-invoice.png

    • Sub-Tier Name. Type a name for the sub-tier subcontractor. 
    • Billing Type. Choose from these options:
      • Progress. Select this option if this is a progress billing.
        OR
      • Final. Select this option if this is the final billing. 
    • Amount Billed This Invoice. Enter the amount the sub-tier billed you for this invoice. This is a required field.
       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. 
    • Amount Billed to Date. If this is a progress billing, Procore adds the current 'Amount Billed This Invoice' entry to any amounts entered for this sub-tier from any previous subcontractor invoices for the commitment. 
    • Est. Contract Amount. Enter the estimated contract amount for the 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 the Remove icon-delete-trash6.png icon before clicking Save. 

Example

If you are NOT required to collect waivers on an invoice, the 'Sub-Tier Information for This Invoice' card appears. If you are required to collect waivers for the current invoice or a previous invoice, 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. To upload waivers for a sub-tier, see Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact.

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Next Step

See Also