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View Payment Requirements on a Project Invoice as an Invoice Administrator

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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 view the payment requirements for a subcontractor invoice as an invoice administrator for a payor.

Background

An invoice administrator for a payor can view the 'Payment Requirements' tab on a subcontractor invoice. This lets users see if an invoice is ready to pay.

Things to Consider

Steps

  1. Navigate to the Project level Invoicing tool. 
  2. Click the Subcontractor tab
  3. Locate the invoice and click the Invoice # link to open it. 
     Tip
    Did you know you can also open invoices from the Commitments tool?  Navigate to the Commitments tool, click the commitment to open, and then click the Invoices tab. Click the Invoice # link and then follow the steps below.
  4. In the invoice, click the Payment Requirements tab.

Available Payment Requirements

The Payment Requirements tab shows the following information:

payment-requirements-invoice-administrator.png

Payment Requirements

This table details the payment requirements. 

 Note

If you are an invoice administrator, these buttons are visible in this tab:

  • View. Opens the subcontractor invoice so you can view or edit the corresponding item. 
  • Request. Lets you send an email request to an invoice contact to request that they unlock a signed unconditional lien waiver. 
  • Manage. Opens the Lien Rights tab of the subcontractor invoice. 
Category Requirement When the requirement is ON... When the requirement is OFF... Learn More
Commitment Commitment Executed Tracks the commitment associated with the invoice to ensure a check mark appears in the 'Executed' box. Doesn't track the 'Executed' state on the commitment. Create a Commitment

Edit a Commitment
 

Contract Compliant

 Tracks the status of the contract compliance documents for the commitment.  Doesn't track the compliance status of the insurance certificates Manage Contract Compliance Documents & Statuses for a Commitment
 

 Insurance Compliant

 Tracks the status of the insurance certifications for the commitment.  Doesn't track the compliance status of the insurance certificates.  Manage Insurance & Compliance Statuses for a Commitment
  Holds Released Tracks the status of any payment holds applied to invoices. Holds must be released before payment.  Doesn't track invoices for payment holds.  Manage Payment Holds as a Payor
Invoice Change Orders Executed Tracks change orders that impact the contract associated with the invoice and require them to be in the 'Executed' state.  Doesn't track change orders.  Create a Change Order
  Invoice Approved Tracks invoices to ensure they are in one of these statuses: Approved, Approved as Noted, and Pending Owner Approval. See What are the default statuses for Procore invoices?  Doesn't track invoice status.  Bulk Edit the Status of Subcontractor Invoices with the Invoicing Tool
  Owner Funding Received Ensures the owner invoice is shown as fully paid on the 'Payment Received' tab.  Doesn't track 'Payment Received' entries on owner invoices or compare values on the subcontractor invoice. Create a Record for a Payment Received
  Sync to ERP Tracks the invoice to ensure it is synced with an integrated ERP system.  Doesn't track invoice syncing with ERP ERP Integrations
Lien Waiver First-Tier Conditional Lien Waiver Signed Tracks first-tier signatures on conditional lien waivers on your invoices.

Note: Only appears on an invoice when the requirement is enabled on its project. See Enable Lien Waiver Templates on a Project.		 Doesn't track signatures Create Lien Waiver Templates
  First-Tier Unconditional Lien Waiver Signed Tracks first-tier signatures on unconditional lien waivers for your invoices. 

Note: Only appears on an invoice when the requirement is enabled on its project. See Enable Lien Waiver Templates on a Project.		 Doesn't track signatures Create Lien Waiver Templates
 

Coming Soon  First-Tier Unconditional Unlocked for the Previous Invoice

 Tracks first-tier signatures on unlocked unconditional lien waivers for the commitment's previous invoices.

Notes: Only appears on an invoice when the requirement is enabled on its project. See Enable Lien Waiver Templates on a Project.		 Doesn't track signatures An invoice administrator can Send a Request to Unlock a Signed Unconditional Lien Waiver.

An unconditional lien waiver can only be unlocked by an invoice contact. See Unlock a Signed Unconditional Lien Waiver as an Invoice Contact.
  Conditional Sub-Tier Waivers Uploaded and Approved for this Invoice  Tracks when sub-tier waivers are in the 'Approved' status. This requirement will not exist on projects that has disabled sub-tier waivers.

Note: If sub-tier waivers are disabled on a project, this requirement won't appear. See Enable the Sub-Tiers Card & Add Instructions on Project Invoices.		 Doesn't track signatures  Manage Sub-Tier Waivers
  Unconditional Sub-Tier Waivers Uploaded and Approved for this Invoice  Tracks when sub-tier waivers are in the 'Approved' status. This requirement will not exist on projects that has disabled sub-tier waivers.

Note: If sub-tier waivers are disabled on a project, this requirement won't appear. See Enable the Sub-Tiers Card & Add Instructions on Project Invoices.		 Doesn't track signatures  Manage Sub-Tier Waivers

See Also