Regenerate Lien Waivers on Project Invoices
Objective
To regenerate lien waivers for a project invoice.
Background
When using the lien waiver features with Procore Pay, any user with access to a project invoice can regenerate new lien waivers. This action refreshes the lien waiver(s) with the latest available project invoice data once every five (5) minutes. This is helpful when invoice amounts change after a lien waiver is signed. It allows you to generate an updated lien waiver that includes the most recent invoice data available, so you can collect new signatures on a corrected lien waiver.
Things to Consider
- Required User Permissions
- Additional Information:
- Users can regenerate lien waivers once every five (5) minutes.
Prerequisites
Steps
- Open an invoice and scroll down to the Lien Waivers card.
Tip
How do you open an invoice? Navigate to the Project level Invoicing tool, click the Subcontractor tab, locate the invoice, and then click its Invoice # number link. Alternatively, you can navigate to the Project level Commitments tool, locate the invoice's contract, and then click its Number link to open it. In the contract, click the Invoices tab and then click the appropriate Invoice # link to open it. - Click the Regenerate Lien Waivers button. 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.
Tip
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 and it must match the 'State' defined in the project's default template.