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.
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:
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:
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 | ![]() |
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Edit an Invoice Hold | ![]() |
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View an Invoice Hold | ![]() |
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Release an Invoice Hold | ![]() |
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Create a Vendor Hold | ![]() |
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Edit a Vendor Hold | ![]() |
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View a Vendor Hold | ![]() |
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Release a Vendor Hold | ![]() |
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1 To 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.
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.
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.
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.
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.
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.