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Procore

Unlock a Signed Unconditional Lien Waiver as an Invoice Contact

 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png with payments powered by Goldman Sachs Transaction Banking (TxB)* 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 unlock a signed unconditional lien waiver on a project invoice as an invoice contact. 

Background

Procore Pay protects signees by automatically locking signed unconditional lien waivers. With Procore Pay, your signed lien waiver is only unlocked and available to the general contractor after you receive the invoice payment in full. However, you can unlock a lien waiver at any time. Because signing an unconditional lien waiver releases your lien rights, it is recommended that you only unlock the lien waiver after getting paid. If you decide to unlock a signed unconditional lien waiver before you receive payment, you do so at your own risk. 

Things to Consider

  • Required User Permissions:
    • To unlock a signed, unconditional lien waiver, 'Read Only' level permissions on the project's Commitments tool and you must be assigned as 'Invoice Contact' on the commitment. 
  • Additional Information:
    • You must submit your invoice before the billing period's 'Due Date'. 

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 unlock the lien waiver, click the Unlock button. 
    unlock-signed-unconditional-lien-waiver.pngAn Unlock Unconditional Lien Waiver? message appears.
     Warning
    Unlocking an unconditional lien waiver before receiving payment releases your lien rights. Ensure that you want to proceed with this action before clicking the Unlock button. This action cannot be undone. 
    unlock-unconditional-lien-waivers.png
  7. If you are sure you want to proceed with this action, click Unlock
    A GREEN banner appears to confirm the unlock action. The GRAY banner updates with the message below. 

    manually-unlocked-lien-waiver.png

See Also