Skip to main content

View Payment Requirements as the Invoice Contact for a Payee

 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.


To view the payment requirements applied to an invoice as the payee's invoice contact.


If you are a subcontractor who entered into a commitment with a payor using Procore Pay, an invoice administrator for the payor can designate an employee of the payee's company as the invoice contact on their commitment. If you are the invoice contact, you can use the steps below to view the status of an invoice's payment requirements.

Things to Consider

  • Required User Permissions
    Additional Information:
    • What you can see in the Payment Requirements tab depends on your role. For the options, see View Payment Requirements.
    • Incomplete requirements do NOT prevent Payments Disbursers from paying invoices. If you have questions about the requirements, contact the payor for assistance. 
    • Any manual payment holds applied to an invoice can be viewed on an invoice in the Payment Requirements, if the payor has shared it with you.


View Payment Requirements

  1. Navigate to the project's Commitments tool. 
  2. Under the Contracts tab, locate your commitment contract. Then, click the Number link to open it.  
  3. In the commitment contact, click the Invoices tab.
  4. In the Invoices tab, locate the invoice to open.
  5. Click the Invoice # link to open it.
  6. In the invoice, click the Payment Requirements tab.
    The Payment Requirements tab shows whether the configured Payment Requirements for payment has been met. Payment requirements are configured by the payor's invoice administrator. Invoice contacts can only view payment requirements. To learn more, see Configure Payment Requirements as a Payor
    • A GREEN checkmark indicates the payment requirement has been satisfied. 
    • No checkmark indicates the payment requirement has not yet been satisfied. 


View Holds

If the payor chooses to share any holds with the invoice contact, contacts can view them in the Holds tab. If you have a question about a specific hold, contact the payor.

The Holds tab only displays holds that have been shared. To view a hold that has been shared, you must be granted 'Standard' or 'Read Only' permissions on the project's Commitments tool.

The Holds tab shows the following information. 


The table below describes the features in the Holds tab. To learn more, see  Manage Payment Holds as a Payor.

Label Element Description
Status Icon
  • A YELLOW caution icon indicates a manual hold has been applied to the invoice. 
  • A GREEN checkmark indicates a manual hold has been released.
  • No mark indicates a manual hold has not been placed on the invoice. 
Create Hold Button Click this button to create a new hold.
Release Button Click this button to release an existing hold. 
Edit Button Click this button to modify an existing hold. 
Created By Field Shows the name of the user who created the hold.
Last Modified By Field Shows the name of the user who last updated the hold. 
Description Text Shows any information entered by the person who created or edited the hold. 
Attachments File Shows any attachments added to the hold. Click the file link to download a copy of the file(s). 


See Also