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Request a Signature from a Sub-Tier Waiver Contact as a Payee

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 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png  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 functionality in the Procore web application to handle the payment process between general and specialty contractors.
 Procore Pay Integrates with the Modernized Subcontractor Invoicing Experience
in Procore Pay, lien wavers are powered by Levelset, a Procore Company. To manage lien waivers with the Invoice Management tools in Procore, your Procore users must be using the modernized subcontractor invoicing experience. 

Objective

To request a signature on a sub-tier lien waiver from one of your sub-tier subcontractors as the payee on a subcontractor invoice.

Background

To simplify lien waiver generation for sub-tier subcontractors and to ensure your compliance with contractual obligations, invoice contacts for a payee can now generate a sub-tier lien waiver and request that the sub-tier waiver contact sign the waiver. To do this, click the 'Request' button in the 'Lien Rights' tab in the project's subcontractor invoice. 

Things to Consider

Steps

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

    The cards on this page depend on configuration settings. See Enable Sub-Tier Waivers on Project Invoices.

  1. Scroll to the appropriate card and locate the desired sub-tier. 
  2. Scroll to the right side of the table and in the Waivers column, click Request. 
    This opens the Request Waiver prompt. 
  3. Choose from these options:
    • If the selected sub-tier already has an email address in the Sub-Tier Waiver Contact box, verify the sub-tier contact's address. 
    • If the selected sub-tier doesn't have an email address, type it in the Enter Email Address box. 
  4. Click Send Request. 
    Procore Pay generates the appropriate sub-tier lien waiver and sends it to the sub-tier waiver contact's email address to collect their signature. If its not signed within 20 hours, a reminder is sent.

See Also