Regenerate Lien Waivers on Project Invoices
General Availability in Select Markets (United States)
Procore Pay ![icon-external-link.png](https://support.procore.com/@api/deki/files/186764/icon-external-link.png?revision=2&size=bestfit&width=14&height=14)
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](https://support.procore.com/@api/deki/files/186764/icon-external-link.png?revision=2&size=bestfit&width=14&height=14)
functionality in the Procore web application to handle the payment process between general and specialty contractors.
Phased Release: Modernized Subcontractor Invoice Experience
This page details the modernized subcontractor invoice experience.
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 every (5) minutes until the invoice is fully paid and the waiver is signed. Once this happens, the regeneration of lien waivers is no longer possible.
Important
If your company is paying subcontractor invoices with Procore Pay. The Procore + DocuSign© integration exclusively collects signatures for invoices. It does not collect signatures for an invoice's lien waivers. To collect lien waiver signatures with Procore's Invoice Management tools, your company must Enable Procore Pay as a Payor. For more guidance, see Sign Lien Waivers on Project Invoices.
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.
Procore Pay generates the lien waiver(s) and updates the generated date/time on the Lien Waivers card. Invoice administrators can click the Regenerate Lien Waivers button once every five (5) minutes.