What is a manual hold on a subcontractor invoice?

Background

When using Procore Pay to send payments, a payor's Payment Admins or Payments Disburser can use the Company level Payments tool to manage payment holds. Invoice administrators can manage holds with the Project level Invoice Management tools.

Answer

With Procore Pay, manual holds can be applied to subcontractor invoice payments for a variety of reasons. These include quality issues, such as when delivered work is subpar or warranty support is uncertain. Holds might also be applied for incomplete work, work not meeting the specified quality level, contract disputes, financial concerns, or compliance issues. Whatever your reason for applying a hold, Procore Pay users can apply these hold types on subcontractor invoices:

Invoice Holds. Payments Admins, Payments Disbursers, Invoice Administrators, and users with 'Admin' level permissions on the Payments tool can create an invoice hold to alert users about a hold on a specific subcontractor invoice.
Vendor Holds. Payments Admins and Payments Disbursers, can apply a vendor hold to an invoice to alert users to pause payments on all of the vendor's invoices.

When creating a hold, users can also choose share the hold with the invoice contact. Users can also edit the details of a hold. Once the conditions are satisfied, users can also release the hold.

Things to Consider

Required User Permissions
Additional Information:
- Users with the required user permissions can create any number of Invoice or Vendor Holds on a subcontractor invoice.
- To prevent Procore Pay users from creating disbursements that include subcontractor invoices with active holds, a Payments Admin must Configure Payment Requirements as a Payor.

When paying invoices with Procore Pay, payment holds can be imposed on subcontractor invoice payments for a variety of reasons. These include quality issues, such as when delivered work is subpar or warranty support is uncertain. Holds might also be imposed for incomplete work, work not meeting the specified quality level, contract disputes, financial concerns, or compliance issues.

With Procore Pay, the following users can apply these hold types on subcontractor invoices:

Invoice. Payments Admins, Payments Disbursers, Invoice Administrators, and users with 'Admin' level permissions on the Payments tool can create an invoice hold to alert users about a hold on a specific subcontractor invoice.
Vendor. Payments Admins and Payments Disbursers can apply a vendor hold to a subcontractor invoice to alert users to pause payments for all subcontractor invoices associated with a specific subcontractor, supplier, or vendor.

More

What permissions do you need to manage holds on subcontractor invoices?
Do holds prevent users from making invoice payments?
How long can a payment hold be placed on an invoice?
How do I apply payment holds?
How do I release payment holds?

What permissions do you need to manage holds on subcontractor invoices?

This table details the permissions needed to manage Invoice Holds and Vendor Holds in Procore Pay.

	Designated Procore Pay Roles		Permissions Level on Procore Tools
Action	Payments Admin ¹	Payments Disburser ¹	'Admin' on Payments ¹	'Admin' on Commitments (Invoice Administrator)	'Read-Only' or 'Standard' on Commitments
Create an Invoice Hold
Edit an Invoice Hold
View an Invoice Hold
Release an Invoice Hold
Create a Vendor Hold
Edit a Vendor Hold
View a Vendor Hold
Release a Vendor Hold

¹To create, view, or release a hold as a Payments Admin, Payments Disburser, or 'Admin' on Payments, the user must be granted 'Admin' level permissions on the Project level Commitments tool that contains the invoice.

Do holds prevent users from making invoice payments?

Only if your company's Payments Admin configures the Holds Released setting to use the Required and Prevents Payment option. See Configure Payment Requirements as a Payor.

Example

To prevent Procore Pay users from paying invoices, the Required and Prevents Payments option must turned ON for the Holds Released setting.

Important! When the Required and Prevents Payment setting is turned ON, Procore Pay displays an alert banner on the affected subcontractor invoice(s). It also prevents users from creating disbursements until the hold is released. See Release a Manual Hold on an Invoice.

How long can a hold be placed on a subcontractor invoice?

Users with the required user permissions can place a hold on a subcontractor invoice at any time. Holds can also be released at any time. See Create and Apply a Manual Hold on an Invoice.

How do I apply holds?

Procore Pay users with the required user permissions can create and apply holds. To learn how to create a new hold, Create and Apply a Manual Hold on an Invoice.

How do I release holds?

To learn how to release a hold on an invoice, see Release a Manual Hold on an Invoice. Once a hold is released, it can be re-applied later.