Enable Lien Waivers & Set Default Templates on Projects

Objective

To enable lien waiver templates on the Project level Invoicing tool as an invoice administrator.

Background

For payors managing lien waivers with Procore Pay, an invoice administrator enables lien waiver types and templates for the Project level Invoice Management tools in Procore. On each Procore project, an invoice administrator can enable Conditional, Unconditional, or both types of lien waivers. If your company's Payments Admin has created one or more lien waiver templates in the Company level Payments tool, you can also set the default lien waiver template to generate for your project's invoices. Once enabled, the Procore Pay software can generate the appropriate lien waiver(s) on a project invoice. 

Things to Consider

• Required User Permissions
• Additional Information:
  • Lien waivers are powered by Levelset, a Procore Company.
  • You do not need to create a Levelset account with Procore Pay. See Do I need to create a Levelset account for use with Procore Pay?
  • To select a template in the steps below:
    • The project must have an 'Address', 'City', 'State', and 'ZIP' provided in the Project level Admin tool on the General tab in the Project Location section.
    • The project's state must match the 'State' defined in a lien waiver template. See Create Lien Waiver Templates. 

Prerequisites

• Enable or Disable Procore Pay on Your Projects
• Create Lien Waiver Templates
• Enable Lien Waivers in the Company Payments Tool

Steps

1. Navigate to the Project level Invoicing tool.
2. Click the Settings  icon.
   This opens the Invoicing tool's Settings page. 
3. Scroll to the Lien Waivers section. Then choose from these options:

    Tips

   • Don't see any options? The lien waiver settings must be enabled for Procore Pay. See Enable Lien Waivers in the Company Payments Tool. See The project must have a 'State' selected in the Project level Admin tool on the General tab in the Project Location section.
   • What do the different lien waiver types mean? To learn about the types, see What types of lien waiver templates can you create?
   • Enable Conditional Lien Waivers
     Mark this checkbox to enable the use of any conditional lien waiver templates created for use by your company. Clear the checkbox to disable the use of those templates. When you mark the checkbox, you also have the option to set the default template for the project:
     

      Tips

     • Where do the templates in the drop-down list come from? A Payments Admin creates custom templates in the Company level Payments tool. See Create Lien Waiver Templates. For a custom template to appear in this list, the 'State' defined for the template must match the Procore project's Project Location information.
     • How do I know if a lien waiver is compliant with State requirements? For states that mandate the use of a specific lien waiver form, Procore Pay's Levelset integration provides lien waiver templates that comply with state requirements. For states that don't have specific mandates, best practice templates are also available. To help you achieve compliance, see Lien Waiver Release Forms - State by State  on the Levelset website. Note: You are responsible for ensuring that lien waiver templates are compliant with all applicable laws and regulations. For questions regarding compliance, always consult a legal advisor. 
     • Why can't I select a template from the drop-down list? If the drop-down list is grayed out and unavailable, that particular type of lien waiver is not available in the state associated with the project, according to Levelset's line waiver database. 
     • What do the different lien waiver types mean? To learn about the types, see What types of lien waiver templates can you create? 
     • Progress Conditional
       Select the template to use as your project's default lien waiver template. Click Preview to download a PDF version of the template.
     • Final Conditional
       Select the template to use as your project's default lien waiver template. Click Preview to download a PDF version of the template.

        Tip

       Why did the template open in a browser or third-party application? Your computer or browser settings are most likely configured to open PDF files automatically. To change your system's settings, search for instructions online or contact your company's IT department for assistance. 
   • Enable Unconditional Lien Waivers
     Mark this checkbox to enable the use of any conditional lien waiver templates created for use by your company. Clear the checkbox to disable the use of those templates. When you mark the checkbox, you also have the option to set the default template for the project:
     
     
      
     • Progress Unconditional
       Select the template to use as your project's default lien waiver template. Click Preview to download a PDF version of the template.
     • Final Unconditional
       Select the template to use as your project's default lien waiver template. Click Preview to download a PDF version of the template.
4. Enter the name of the project's owner in the Property Owner field. This is a required field that becomes active when you enable the Conditional and/or Unconditional Lien Waivers options on the project's Invoicing tool. 
   
   

    Note

   The 'Property Owner' name can be added as a placeholder in a lien waiver template. See What variables can we include as placeholders in a lien waiver template?
5. Click Save.

Next Steps

• Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator
• Create a Subcontractor Invoice
• Generate Lien Waivers on Project Invoices

See Also

• Manage Lien Waivers & Templates