Payor: Invoice Administrator Guide

Pay builds on the existing Project Financials and Invoice Management tools in Procore to streamline the subcontractor invoice payment process and automate the lien waiver exchange. 

In Procore, an Invoice Administrator is a Procore user who is granted 'Admin' level permissions on the Project level Commitments tool. This user (or group of users) can manage billing periods and configure settings for the Project level Invoicing tool. Because a subcontractor invoice originates in the Commitments tool, invoice administrators can also manage a project's commitments and subcontractor invoices. 

An invoice administrator has these options to create invoices: (1) Send an 'Invite to Bill' to provide invoice contacts with the ability to submit their own invoices in Procore, or (2) Gather digital or paper invoices, outside of Procore, and create them yourself in Procore. With the first option, you must provide an external collaborator with access permission to the Project level Commitments tool and add that person as invoice contact on a commitment. With the second option, no external access permissions are required.

1. Navigate to the project's Invoicing tool.

    Tip

   You can also open a commitment from the Commitments tool. To do this, navigate to the Project level Commitments tool. In the Contracts tab, click the Number link. 
2. Click the Subcontractor tab.
3. Locate the invoice to update, and click its Contract link. 
   This opens the commitment. A subcontractor invoice originates from a commitment. 
   
4. In the commitment, click Edit.
5. Under General Information, do the following:
   
   • Contact Company. Select the company record from the drop-down list. 
   • Invoice Contacts. Select an employee of the company from the drop-down list. 

      Tips

     • Don't see the right company in the 'Contact Company' list? The company record must be added to the Project Directory. See Add a Company to the Project Directory. 
     • Don't see the desired user in the list? The user must ben an employee of the company record in the Project Directory. See Add a User Account to the Project Directory.
6. Click Save.

    Tips

   • When does Procore send email notifications to invoice contacts?  See Do invoice contacts receive emails from Procore? 
   • When does Procore send email notifications to members of the 'Invoice Distribution' list? Members added to the Commitment tool's 'Invoice Distribution' list (see Configure Settings: Commitments) receive notifications when:
     • The status of the Subcontractor Schedule of Values changes to 'Under Review.' See Review a Subcontractor SOV for a Commitment.
     • If your team is NOT using a Subcontractor Invoice Workflow, when status of the subcontractor invoice changes to 'Under Review'. Note: If your team is using a Subcontractor Invoice Workflow, the notification is sent to the Workflow Assignee(s). 

• Invite a Beneficiary from the Payments Tool
• Invite a Beneficiary from the Commitments Tool
• Invite a Beneficiary from the Invoicing Tool

1. Navigate to the project's Invoicing tool. 
2. Click the Subcontractor tab. 
3. Locate the invoice to review and click its Invoice link. 
4. Scroll to the Schedule of Values card.
5. Click the Edit button. 
6. In the Line Item Approval column, approve or reject each line item on the invoice as follows:

    Notes

   As you review each line item, keep in mind:

   • Invoice administrators can review line items on any invoice:
     • You are NOT limited to reviewing only the most recent invoice.
     • Rejecting line item(s) does NOT change line item amount(s). Amounts must be updated by an invoice administrator or invoice contact.
     • Downstream invoice contacts can only update invoices when granted the required user permissions to submit invoices. See Revise & Resubmit an Invoice as an Invoice Contact.
   • If you have turned the 'Show Amounts Subcontractors Claim' toggle ON in the Invoicing tool the 'Proposed Amount' column appears.
     • To learn how to create a payment schedule from the Invoicing tool, see Create a Payment Schedule. 
     • To learn how to create a payment schedule from the Progress Billings tool, see Create a Payment Schedule from the Progress Billings Tool.
     • When this toggle is turned ON, Procore includes the rejection comment on the invoice in the "Reasons for Difference" box in the PDF export of the invoice. 
   • The 'Proposed Amount' column can reflect what an invoice contact submitted, a user with 'Admin' level permissions can adjust the 'Work Completed This Period' and 'Materials Presently Stored' columns separately to set the appropriate amounts.
   • To approve a line item, click the GREY checkmark to approve it. A GREEN checkmark indicates you have approved the line item.
      
   • To reject a line item:
     
     1. Click the GREY 'x' to reject it. A RED 'x' indicates you have rejected the line item. 
        This opens the Reason (Optional) box. 
     2. Enter a reason in the Reason (Optional) box.
     3. Click Add.

         Important

        Comments entered in the 'Reason (Optional)' box are NOT included in the automated email sent to the invoice contact. However, you can export a PDF that includes a 'Reasons for Difference' table that shows the comments as entered. See Export a Subcontractor Invoice.

7. Click one (1) of the save options:
   • Save. Click this button to save the invoice and keep it in the 'Under Review' status. 
     OR
   • Save & Change Status. Click this button to open the 'Save Edits and Change Status' window. Then, select the desired status and enter any information that you want to convey to the invoice contact in the Overall Comments box. Then click Save & Change Status.

      Tips

     What status do I change the invoice to? To learn more about the available statuses, see What are the default statuses for Procore invoices? 

The steps to follow depend on the management method your team decides to use:

• Manage Insurance Compliance Status with the Commitments Tool
  OR
• Manage Insurance Documents and Compliance Status with the Directory Tool

Manage Insurance Documents and Compliance Statuses with the Directory Tools

If your company adds insurance documents for your contractors, subcontractors, and vendors in the Company and/or Project Directory tools, Procore automatically manages the insurance compliance status of each document for you.

1. Navigate to the Project level Commitments tool. 
2. Under the Contracts tab, locate the commitment to work with.
3. Click the Number link to open it.
4.  In the commitment, click the Compliance tab.
5. Scroll to the Insurance card. 
6. Choose from these options:

    Note

   When managing insurance information with the Directory tools, actions are always logged in the Change History tab of the corresponding Directory tool instead of the commitment's Change History tab. 
   • Add Insurance
   • View Insurance
   • Edit Insurance
   • Remove Insurance

Add Insurance

To add new insurance information, choose the appropriate option:

 Note

The Add Insurance and Edit menu buttons are only visible and available to an invoice administrator who is also a designated Insurance Manager (see Designate an Insurance Manager for Your Procore Company) or who has 'Admin' level permissions on the Company level Directory tool. 

When adding the first insurance document...	For subsequent insurance documents...

After you choose a menu option, Procore launches the Company or Project level Directory tool and opens the company profile of the 'Contract Company' to the Insurance tab. You can then follow the steps in:

• Add Insurance to a Company Record in the Company Directory
• Add Project Insurance to a Company Record in the Project Directory

View Insurance

If the 'Contract Company' on the commitment has any existing insurance information stored in the company profile of the Directory tools, that insurance information appears as rows in the table in the commitment's Insurance card.  

Insurance Card

This table details the elements of the Insurance card in a commitment.

Element	Type	Description
Add Insurance or Edit	Menu Buttons	Users with the appropriate permissions can either click the Add Insurance button (if this is the first insurance entry) or the Edit button (if this is a subsequent insurance entry) and choose one (1) menu option: Company Insurance. Launches the Company Directory and opens the company profile to the 'Insurance' tab so you can add, edit, or remove insurance information. See Add Insurance to a Company Record in the Company Directory. Project Insurance. Launches the Project Directory and opens the company profile to the 'Insurance' tab so you can add, edit, or remove insurance information. See Add Project Insurance to a Company Record in the Project Directory.  Note The Add Insurance and Edit menu buttons are only visible and available to an invoice administrator who is also a designated Insurance Manager (see Designate an Insurance Manager for Your Procore Company) or granted 'Admin' level permissions on the Company level Directory tool.
Compliance Status	Status	Procore looks at the insurance information stored in the Directory tools to determine the commitment's status: Compliant. Indicates all insurance information is in the 'Compliant' status.  Not Compliant. Indicates that at least one (1) insurance entry is set to a status other than 'Compliant' in the Directory tools.  Important For this status to read 'Compliant', all listed insurance entries from the Directory tool(s) must also be in the 'Compliant' status.  If the insurance information from the Directory tools is set to any other available status (including the 'Compliant - In Progress' status), the status in the Commitments tool shows 'Not Compliant' to ensure that all insurance information is fully compliant before your team releases an invoice payment.
Name	Field	Shows the name from the Company or Project Directory. Typically, users enter the name of the insurance certificate, policy, or document in this field.
Level	Field	Shows whether the insurance information was added to the Company or Project Directory.
Effective Date	Field	Shows the effective date for the insurance information in the Company or Project Directory.
Expiration Date	Field	Shows the expiration date from the Company or Project Directory. These icons also alert users when the insurance is nearing or past the expiration date:  Expiring Soon. Starts showing 14 days before the expiration date set for the insurance.  Expired. Starts showing one (1) day after the expiration date set for the insurance.
Notes	Menu	Shows any notes for the insurance information in the Company or Project Directory.
	Attachment	Coming Soon  Click this link to open a copy of the insurance information's file attachment.

Edit Insurance

To edit existing insurance documents, click the Edit button and choose the Company Insurance or Project Insurance menu option. This launches the corresponding Directory tool and opens the company profile to the Insurance tab. 

Next, click the Edit button in the Insurance tab of the company profile in the corresponding Directory tool. To learn about your editing options, see:

• Add Insurance to a Company Record in the Company Directory
• Add Project Insurance to a Company Record in the Project Directory

 Note

When managing insurance with the Directory tools, changes to the insurance insurance are logged in the Change History tab of the corresponding Directory tool. Changes are not logged in the commitment's Change History tab. 

Remove Insurance

Insurance documents must be removed from the Directory tools. To remove insurance, click the Edit button and choose the Company Insurance or Project Insurance menu option. This launches the corresponding Directory tool and opens the company profile to the Insurance tab. 

You can then follow the steps in:

• Remove Company Insurance
• Remove Project Insurance

The steps to follow depend on the management method your team decides to use.

• Manage Contract Compliance Documents and Status (No Attachments)
  OR
• Manage Contract Compliance Documents and Status (Add Attachments)

Manage Contract Compliance Documents and Statuses (Add Attachments)

Choose this method if you want to upload individual documents and track the status of each document. With this method, you have these options:

• Create New Contract Compliance Documents
• View Contract Compliance Documents
• Download Contract Compliance Documents
• Remove Contract Compliance Documents

Create New Contract Compliance Documents

1. Navigate to the Project level Commitments tool. 
2. Under the Contracts tab, locate the commitment to work with.
3. Click the Number link to open it. 
4. Click the Compliance tab. 
5. Scroll to the Contract Compliance Documents card.
6. Click Create New.
   This opens a document viewer and shows the Details frame where you can upload a new file attachment. 
7. In the Details frame, enter:
   • Name. Type the name of the new document. 
   • Type. Select a document type from the drop-down list. Your choices are Bond, License, Master Agreement, Permit, W-9, and Other. The selections cannot be customized. 
   • Status. Select a status for the document from the drop-down list. Your choices are: 
     • Compliant. Select this option to indicate the document meets the contract's compliance requirements. When selected, this status works with the 'Contract Compliant' payment requirement setting in the Company level Payments tool. See Configure Payment Requirements: Commitments Requirements.
     • Not Compliant. Select this option to indicate the document does NOT meet your organization's compliance requirements. When selected, this status works with the 'Contract Compliant' payment requirement setting in the Company level Payments tool. See Configure Payment Requirements: Commitments Requirements.
     • Not Required. Select this option to indicate that the document was added, but the document itself is not required for compliance.
   • Effective Date. Use the calendar control to set the effective date. If you attach a file from Procore and an effective date is available, that date shows automatically.
   • Optional. Include Expiration Date. Mark this check box if you want to include an expiration date for the document. 
   • Expiration Date. Use the calendar control to set the document's expiration date. If a date is available, it shows automatically and you can change it. If you attach a file from Procore and an effective date is available, that date shows automatically.
   • Send Expiration Notification. Mark to receive an email notification from Procore about the expiration date. Procore sends you one (1) daily email notification starting fourteen (14) days before the 'Expiration Date' set for the document. To stop an email notification for a document, you can change or remove its expiration date. Otherwise, Procore stops sending email notifications 60 days after the expiration. 
   • Notes. Enter any important notes about the compliance document. 
   • Attachment. Click the Attach Files button or use a drag-and-drop operation to add a file attachment. You can preview the attachment in the window if the file type is supported by your computer's web browser settings. At the bottom of the preview window, you can move between pages and zoom in and out on the document. 
     

      Note

     If you want to cancel your new document, click the Cancel link. A 'Discard Unsaved Changes' message appears. To remove all data and information from Procore, click Discard. This action cannot be undone and any data entered cannot be recovered. 
8. Click Save. 
   A GREEN success banner confirms that the contract compliance document has been added to the table. The add action is also noted in the Change History tab of the commitment. 

View Contract Compliance Documents

1. Scroll to the Contract Compliance Documents card.
2. Any existing documents and their corresponding statuses appear in the table in the Contract Compliance Documents card. 
   
   

Contract Compliance Documents Card

The table below details the elements of the Contract Compliance Documents card.

Element	Type	Description
Create New	Menu Button	Click this button to add a new compliance document to the commitment contract. See Manage Contract Compliance Documents & Statuses for a Commitment for instructions.
Compliance Status	Status	Procore looks at the status of each listed document to determine the status to show: Compliant. Indicates all listed documents are in a compliant status.  Not Compliant. Indicates one (1) or more listed documents are in a not-compliant status. Not Required. Indicates one (1) or more listed documents are not required.
Name	Field	Shows the name entered for the contract compliance document. Click the hyperlink to open the document and view the document details.
Type	Field	Shows the selected document type. Selections include Bond, License, Master Agreement, Permit, W-9, and Other.
Status	Field	Shows the current status set for the document: Compliant, Not Compliant, or Not Required.
Effective Date	Field	Shows the effective date of the document in the Company or Project Directory.
Expiration Date	Field	Shows the expiration date for the document in the Company or Project Directory. The following icons also appear to alert when a document is near or past its expiration date:  Expiring Soon. Starts showing 14 days before the expiration date.  Expired. Starts showing one (1) day after the expiration date.
	Icon	Hover the mouse cursor over a document row. Then click this icon to place a document into edit mode. This opens the document for viewing and you can edit the information in the Details panel.
	Icon	Hover the mouse cursor over a document row. Then click this icon to download a copy of the document.
	Icon	Hover the mouse cursor over a document row. Then click this icon to permanently remove the document from the list of contract compliance documents.
	Icon	Click this icon to open the document in the viewer.

Download Contract Compliance Documents

To download a contract compliance document and file attachment, hover your mouse cursor over a document row. Then click the Download  icon. 

Remove Contract Compliance Documents

To download a contract compliance document and file attachment, hover your mouse cursor over a document row. Then click the Delete  icon.

In the Company level Payments tool, only Payments Admin or Company Admin for a payor can configure the payment requirements to apply to your company's invoices. When enabled, a payment requirement is applied to your company's project invoices to allow your end users to track when invoices are ready to pay. 

When using Procore Pay, these users can view payment requirements on subcontractor invoices using the Invoice Management tools:

1. Navigate to the Project level Invoicing tool. 
2. Click the Subcontractor tab
3. Locate the invoice and click the Invoice # link to open it. 

    Tip

   Did you know you can also open invoices from the Commitments tool?  Navigate to the Commitments tool, click the commitment to open, and then click the Invoices tab. Click the Invoice # link and then follow the steps below.
4. In the invoice, click the Payment Requirements tab.

A lien waiver is a legal document signed in exchange for payment that waives the signer's right to file a lien for the amount specified in the waiver. A lien is a legal claim filed by a contractor or supplier against the property. The property is used as collateral to satisfy the debt(s) to the downstream collaborator(s). See What is a downstream collaborator?

In the simplest terms:

• A lien protects a contractor or supplier from not getting paid. 
• A lien waiver protects the property owner from a lien.  

With Procore Pay, payors can create four (4) different types of lien waiver templates to use on their construction projects: Progress Conditional, Progress Unconditional, Final Conditional, and Final Unconditional.

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.

1. Create a new invoice or open an existing invoice on a Procore project. 

    Tip

   How do you create an invoice? An invoice administrator can create an invoice and enter the data on behalf of the invoice contact. Alternatively, the administrator can invite the downstream collaborator's invoice contact to enter and submit their invoice. See Create a Subcontractor Invoice. 
2. In the invoice, scroll down to the Lien Waivers card.
   Procore Pay automatically generates the appropriate lien waiver(s) and shows the date on the Lien Waivers card. New lien waivers are automatically placed into the Pending Signature status.
   
   

    Tips

   • How does Procore know what kind of lien waiver(s) to generate? First, your company's Payments Admin follows the steps in Create Lien Waiver Templates and Enable Lien Waivers in the Company Payments Tool. Next, an invoice administrator on your project follows the steps in Enable Lien Waivers & Set Default Templates on Projects. The project must have a 'State' selected in the Project level Admin tool on the General tab in the Project Location section. It must also match the 'State' defined in the project's default template.
   • Don't see a Lien Waivers card on the invoice? A Payments Admin must Enable Lien Waivers in the Company Payments Tool. In addition, an invoice administrator must complete the steps in Enable Lien Waivers & Set Default Templates on Projects. Once enabled, the Generate Lien Waivers button appears.
   • Are specialty contractors notified about lien waivers? Yes. To alert specialty contractors when one or more lien waivers are available to sign, Procore Pay sends an automated email notification to all designated invoice contacts on the commitment. See Add Invoice Contacts to a Purchase Order or Subcontract.

   

1. Create a new invoice or open an existing one.

    Tips

   How do you create a new invoice? The steps you follow in your environment depend on your role and the permissions you've been granted to the Invoice Management tools in the payor's Procore project. See Create a Subcontractor Invoice. 

2. In the invoice, scroll to the Lien Waivers card. 
3. Locate the lien waiver to preview in the table. The table lists lien waivers in the 'Pending Signature' and/or 'Signed' state.  

    Tip

   How does Procore populate the lien waivers list? First, your company's Payments Admin follows the steps in Create Lien Waiver Templates and Enable Lien Waivers in the Company Payments Tool. Next, an invoice administrator on your project follows the steps in Enable Lien Waivers & Set Default Templates on Projects. The template(s) that populate the list in the Lien Waivers card are based on the 'Billing Type' option set on the invoice and the default template.  
   
4. Optional. Click the Preview button.  
   This downloads a PDF copy of the lien waiver to your computer.

    Tips

   • Where is the downloaded file? Most web browsers save files to a Downloads folder on your computer. To find this location, Procore recommends checking your web browser's settings. You can also search for instructions online or contact your IT department for assistance. 
   • Why is the downloaded file opening automatically? Your computer's operating system or web browser is most likely configured to open PDF files in a specific software program. To change this setting, search for instructions online or contact your IT department for assistance. 
   • Why does my button label say View? After an invoice contact signs a lien waiver, the status of the lien waiver changes to 'Signed', and the Preview button's label changes to View. 

1. Navigate to the Project level Commitments tool. 
2. Locate the contract for the invoice with the signed unconditional lien waiver. Then click its Number link to open it. 
3. In the commitment, click the Invoices tab. 
4. Locate the invoice with the signed unconditional lien waiver. Then click the Invoice # link to open it. 
5. In the invoice's General tab, scroll down to the Lien Waivers card. 
6. Optional. To send an email request to unlock the unconditional lien waiver to the invoice contact on the commitment, click Request. 
   
   
    
7. At the Send Request to Unlock Lien Waiver? prompt, click Send Request. 
   
   
   
   A GREEN banner appears to confirm that the system sent a request to unlock the lien waiver to all invoice contacts designated on the commitment. As shown below, the GRAY banner corresponding to the lien waiver shows the last requested date and time. 
   
   

    Tip

   Need to send another request at a later time? You can send another request at a later time by clicking the Request Again button. 

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 for the previous invoice prior to payment
     Most payors collect unconditional waivers for the previous invoice's billing period. This is the most frequently implemented setting. 
   • Require conditional waivers for the current invoice and unconditional waivers for the previous invoice
     Some payors collect conditional waivers for the current invoice's Open billing period and unconditional waivers for the previous invoice's billing period. 
   • Require unconditional waivers for the current invoice
     Some payors collect only unconditional sub-tier waivers for the current Open billing period. 
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. Click Save.

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

   Depending on the waiver collection requirements, there may be one or more sub-tier waivers cards on the invoice. To learn how an invoice administrator sets the collection requirements on a project, see Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator.
6. Choose from these options:
   • Add Sub-Tiers
   • Certify No Sub-Tiers
   • Remove Sub-Tiers

1. Navigate to the Project level Invoicing tool.
2. Click the Subcontractor tab. 
3. Locate the invoice to open in the table. 
4. Click the Invoice # link to open it. 
5. Click the Lien Rights tab. 

    Tip

   Don't see the 'Lien RIghts' tab? A user with the appropriate permissions must complete the steps in Enable Lien Waivers in the Company Payments Tool.
6. Scroll to the Sub-Tiers card. 

    Tips

   • Don't see the 'Sub-Tiers' card? A user with the appropriate permissions must complete the steps in Enable Sub-Tier Waivers on Project Invoices.
   • No sub-tier information? To learn how sub-tier information is added to an invoice, see Add Sub-Tiers to a Project Invoice. 
7. View the information added to the Sub-Tiers card.

    Tips

   • Can I view details about a specific sub-tier waiver? Yes. After a waiver is uploaded to Procore, you can click the View or Review button. The cards and button labels you see depend on the waivers being collected, your role, and the status of a waiver. See What are the default statuses for sub-tier lien waivers in Procore Pay?
   • Can I download a sub-tier waiver? Yes. Click the Download  icon in the Waivers column.

1. Navigate to the project's Invoicing tool. 
2. Click the Subcontractor tab. 
3. Locate the invoice to open in the table. 
4. Click the Lien Rights tab. 
5. Depending on the lien waivers that your team collects, you will see one or more of the following cards on the invoice:

    Tip

   How do we decide what type of lien waivers to collect? Your project team makes that decision. Your team can choose to show or hide these cards on the project's invoices on the Invoicing Settings page. To learn more, see Configure Settings: Invoicing.
   • Unconditional Sub-Tier Waivers for the Previous Invoice. When you see this card, your team is collecting signed unconditional sub-tier waivers for the previous billing period. An invoice contact must first upload the signed sub-tier waivers with their subcontractor invoice for the current Open billing period. See Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact.
   • Unconditional Sub-Tier Waivers for this Invoice. When you see this card, your team is collecting signed unconditional sub-tier waivers for the current Open billing period. An invoice contact must first upload the signed sub-tier waivers with their subcontractor invoice for the current Open billing period. See Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact.
   • Conditional Sub Tier Waivers for this Invoice. When you see this card, your team is collecting signed conditional sub-tier waivers for the current Open billing period. An invoice contact must first upload signed sub-tier waivers with their subcontractor invoice for the current Open billing period. See Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact.
   • Sub-Tier Information for this Invoice. When you see this card, sub-tier waivers aren't being collected. There will be no waivers to review in this card. 
6. Scroll to the card that contains the sub-tier waivers to review. Once sent by an invoice contact, the waivers are placed in the Review Pending status. 
7. In the Waivers column, click Review. 
   
   
   
   This opens the waiver in the attachment viewer. The Details pane is active. 

    Notes

   In the Details pane, you can also:

   • Click the Download  icon to download a copy of the file.
   • Edit the value in the Amount Billed This Invoice field and the Billing Type setting.
   
    
8. Review the file and its details. 
   Next, request a revision or approve a waiver.