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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:
Please be aware of the following limitations:
Key features for managing holds in Procore Pay include the ability to:
Users have the option to configure the Payments tool to prevent Procore Pay from paying subcontractor invoices when holds are applied. To do this, a Payments Admin or Company Admin can choose from these configurations:
With Procore Pay, authorized users can create and apply different hold types subcontractor invoices:
Procore Pay alerts users about holds with an alert icon in the Manual Holds column of the Subcontractor Invoices tab of the Payments tool. It also alerts users by displaying a banner for users viewing the impacted invoices.
When holds are applied, Procore Pay shows an alert icon in the Manual Holds column on the Subcontractor Invoices tab of the Payments tool. Users can click the information icon to view the Payment Requirements panel for the invoice.
In the Payment Requirements panel on a subcontractor invoice, a Holds tab shows any active or historical holds on the invoice.
Payment Admins and Payment Disbursers can create, edit, view, and release Invoice or Vendor holds on subcontractor invoices from the Payments tool. They can also manage both types of holds on subcontractor invoices from the Commitments or Invoicing tool.
In the Payment Requirements panel on the Payments tool, you can do the following:
Payment Admins and Payment Disbursers who have also been granted invoice administrator permissions can create, edit, view, and release Invoice or Vendor holds on subcontractor invoices from the Commitments tool. They can also manage both types of holds on subcontractor invoices from the Invoicing or Payments tool. See Create and Apply a Manual Hold on an Invoice.
Users granted only Invoice administrator permissions are limited to creating, editing, and releasing Invoice Holds. They are limited to only viewing Vendor Holds on subcontractor invoices using a project's Commitments or Invoicing tool.
Payment Admins and Payment Disbursers who have also been granted invoice administrator permissions can create, edit, view, and release Invoice or Vendor holds on subcontractor invoices from the Invoicing tool. They can also manage both types of holds on subcontractor invoices from the Commitments or Payments tool. See Create and Apply a Manual Hold on an Invoice.
Yes. When a vendor hold is applied to a subcontractor's Vendor ID, Procore Pay also applies the hold to all invoices associated with that Vendor ID.
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 |
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.