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Add Subcontractor Invoices to a 'Draft' Disbursement

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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 use the Company level Payments tool to add subcontractor invoices to a 'Draft' disbursement as a Payments Admin or a Disburser.

Background

Procore Pay's 'Draft' disbursement feature offers numerous benefits for payors. It acts as a checkpoint to reduce errors and enhance payment accuracy, allowing your team to confirm invoice holds are released and meet your company's requirements before authorization. While in 'Draft' status, a Payments Admin or Disburser can add more subcontractor invoices. Additionally, it enables accounting teams to collaborate on a single consolidated disbursement, which helps to reduce your funds transfer and banking service fees.

Things to Consider

  • Required User Permissions
    • A single disbursement can handle up to 100 subcontractor invoice payments.
    • Invoice payments must be a positive amount. Procore Pay does not support negative invoice payments. 
    • Payment Admins and Disbursers cannot authorize a disbursement if they are the last approver on any invoice within the disbursement.

 

Prerequisites

Steps

  1. Navigate to the Company level Payments tool. 
  2. Click the Subcontractor Invoices tab. 
  3. Select the invoices to add to a disbursement by marking the corresponding Invoice #. check box(es). 
  4. Click Add to Disbursement and choose the disbursement from the drop-down list.
    This list only includes disbursements in the 'Draft' status.
     Tip
    Want to create a disbursement for the selected invoices? Click Create New. Then see Create Disbursements.
    add-to-disbursement-drop-down-list.png
  5. In the Review Invoices card, confirm the list of invoices to be added to the disbursement.
     Tip
    Want to remove an invoice from the disbursement? Click the icon-delete-trash6.png icon in the Review Invoices card. 
  6.  In the Existing Invoices card, review the list of invoices already included in the disbursement. 
  7. Click Continue.
    This opens the Select Funding Account page. You can continue creating the disbursement as described in Create Disbursements.

See Also