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Procore

Send a Request to Unlock a Signed Unconditional Lien Waiver

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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.

Objective

To send an invoice contact a request to unlock a signed unconditional lien waiver. 

Background

Procore Pay protects signees by automatically locking signed unconditional lien waivers. This prevents the payor from obtaining a signed lien waiver before issuing an invoice payment. Once the payment is issued, Procore Pay unlocks any signed unconditional lien waivers automatically. 

However, for some payees, a payor might have a need to process a payee's invoice payment manually. For example, you might have a reason to deliver the invoice payment using a handwritten check, instead of an electronic check processed by Procore Pay. In situations where you send invoice payments manually, outside of Procore Pay, you can use the steps below to remind invoice contacts to manually unlock their signed lien waiver. 

Things to Consider

Steps

  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. 

    request-to-unlock-unconditional-lien-waiver.png
     
  7. At the Send Request to Unlock Lien Waiver? prompt, click Send Request. 

    send-request-to-unlock-lien-waiver.png

    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. 

    request-again-button-unconditional.png
     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.