To view the payment requirements for a subcontractor invoice as an invoice administrator for a payor.
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.
The Payment Requirements tab shows the following information:
This table details the payment requirements.
If you are an invoice administrator, these buttons are visible in this tab:
Category | Requirement | When the requirement is ON... | When the requirement is OFF... | Learn More |
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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 | |
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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. |
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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 |