Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator

Objective

To enable the 'Sub-Tiers' features on the 'Lien Rights' tab for subcontractor invoicing as an invoice administrator on a Procore project. 

Background

Invoice administrators can show or hide the 'Sub-Tiers' card on the 'Lien Rights' tab on the subcontractor invoices in a Procore project. The 'Sub-Tiers' card lets an invoice administrators and/or invoice contacts add billing data for each sub-tier subcontractor on an invoice. See Add Sub-Tiers to a Project Invoice. To clarify data entry guidelines, you can also add instructions. For example, you can add instructions indiciating that you are collecting waivers from sub-tiers that billed over $10,000 on the current invoice. Once enabled on a project, invoice contacts can also sub-tier billing data, upload signed sub-tier lien waivers and submit them to invoice administrators for review in a subcontractor invoice. 

Things to Consider 

• Required User Permissions
• Additional Information:
  • 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 learn about the tasks that project users can perform after enabling the Sub-Tiers card, see Manage Sub-Tier Waivers.

Prerequisites

• Enable Lien Waivers in the Company Payments Tool

Steps

1. Navigate to the Project level Invoicing tool.
2. Click the Settings  icon.
3. Scroll to the Lien Waivers section.

    Tips

   • Don't see any options? Lien waivers must enabled for Procore Pay. See Enable Lien Waivers in the Company Payments Tool. 
4. Mark the Enable Sub-Tier Waivers check box to show the 'Sub-Tiers' card on the 'Lien Rights' tab of the project's subcontractor invoices. Clear the checkbox to hide the sub-tier card. 
5. Under the How should sub-tier waivers be collected on this project? section, you have these options to collect signed waivers from sub-tier contractors:

    Note

   Invoice contacts must collect signatures from their sub-tier contractors outside of Procore. Next, they upload and submit the signed waivers with their subcontractor invoice for the Open billing period. See Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact. 
   • Require unconditional waivers from all sub-tiers before paying the next invoice
     Most payors collect unconditional waivers for the previous invoice before paying the next invoice.
   • Require either a conditional or unconditional waiver from each sub-tier before paying the current invoice, and ensure a complete set of unconditional waivers before paying the next invoice
     Some payors collect either a conditional or unconditional waiver before paying the current invoice. They also ensure a complete set of unconditional waivers are collected for the previous invoice, before paying the next invoice. 
   • Require unconditional waivers from all sub-tiers before paying the current invoice
     Some payors collect only unconditional sub-tier waivers before paying the current invoice. 
6. Mark the Display Custom Instructions About Sub-Tier Waiver Submission checkbox to type a custom instruction message about sub-tier waiver submissions in the Enter Custom Instructions box. 

   Example

   If you only want to collect sub-tier waiver signatures from sub-tier subcontractors who invoiced over a certain amount (for example,$10,000.00), type the instructions and the amount in the text box. If you require notarized signatures on sub-tier waivers, include that in the instructions.
   
   

   The 'Instructions from [General Contractor Name]' area on the sub-tiers card. If you are NOT required to collect waiver information on an invoice, the 'Sub-Tier Information for This Invoice' card appears on the invoice. If you are required to collect waivers for the current invoice or a previous invoice, the card name(s) match the project's waiver collection requirements set on the Invoicing tool by an invoice administrator. See Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator. 

   

7. Under Property Owner, type the property owner's name. Your entry appears on this project's first- and sub-tier lien waivers. 
8. Under Templates, select the desired lien waiver template for each lien waiver type from the drop-down lists.

    Tips

   • What are the different lien waiver types? What type of lien waivers can you create in Procore Pay?
   • How do you enable a lien waiver type in Procore Pay? See Enable Lien Waivers & Set Default Templates on Projects and Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator.
9. Click Preview to view your selected lien waiver types. 
   
   
    
10. Click Save.

Next Steps

• Add Sub-Tier Information for a Subcontractor Invoice

See Also

• Manage Sub-Tier Waivers