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Procore

Upload a Compliance Document to a Subcontractor Invoice

  1. Last updated
    Mar 31, 2025
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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 upload a compliance document to a subcontractor invoice when using the Invoice Management tools with Procore Pay.  

Background

In the payee environment, invoice contacts can directly upload compliance documents to subcontractor invoices with the payor's permission. This streamlines the payment process by ensuring all invoice requirements are met. In the payee environment, Payment Admins and Disbursers with invoice administrator permissions can also upload compliance documents using the Commitments or Invoicing tools.

Things to Consider

Steps

  1. Open a subcontractor invoice from the Commitments, Invoicing, or Payments tool. The tool you use depends on your permissions. 
  2. Click the Compliance tab. 
  3. Click Upload. 
  4. In the Document Details pane, do the following:
    • Attachments. Click Attach Files or drag and drop file(s) to the attachments area. 
    • Document Type. Select a document type from the list: Bond, Closeout, License, Master Agreement, Other, Payroll, Permit, Project Insurance, Safety, Stored Material, or W-9. 
    • Document Name. Type a name for the document. 
    • Effective Date. Select or enter the effective date. 
    • Expiration Date. Select or enter the expiration date. 
  5. Click Save. 
    This changes the document status from Not Submitted to Submitted.