Configure Payment Requirements as a Payor

Objective

To configure the payment requirements to apply to your company's subcontractor invoices as an administrator for the payor.

Background

In the Company level Payments tool, only Payments Admin or Company Admin for a payor can configure the payment requirements to apply to your company's invoices. When enabled, a payment requirement is applied to your company's project invoices to allow your end users to track when invoices are ready to pay.

When using Procore Pay, these users can view payment requirements on subcontractor invoices using the Invoice Management tools:

Environment	Required User Permission...	Allows the user to...
Payor	'Admin' level permissions on the Commitments tool. In Procore, users with this level of permissions are called invoice administrators.	Track completed requirements on invoices in a project's Commitments and Invoicing tools.
Payee	'Read Only' level permissions on the Commitments tool and the user must be the designated invoice contact on the commitment.	Track completed requirements on any project invoices submitted by the invoice contact.

Things to Consider

Required User Permissions
Additional Information:
- Who can view payment requirements and where you can view them depends on your role. For the options, see View Payment Requirements.
- Incomplete requirements do NOT prevent Payments Disbursers from paying invoices unless you configure the 'Required and Prevents Payment' setting.
- Any manual payment holds applied to an invoice can be viewed on an invoice in the Payment Requirements:
  - To apply or release manual payment holds, see Manage Payment Holds on Invoices as a Payor.
  - To view manual payment holds on an invoice, see View Payment Requirements.

Prerequisites

Add a Payments Admin or Company Admin who can perform this step.

Steps

Navigate to the Company level Payments tool.
Click the Payments Settings icon.
This opens the Payments Settings page.
Click the Payment Requirements tab.
Click Payment Requirements.
Choose one (1) option for each requirement:
- Not Required. Doesn't track the payment requirement.
- Required but Allows Payment. Notifies users when a payment requirement isn't satisfied and allows users to send payments.
- Required and Prevents Payment. Notifies users when a payment requirement isn't satisfied and prevents users from sending payments.
Configure the options in each section as desired:

Available Payment Requirements

Option	When ON...	When OFF...	Learn More
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
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
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
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
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	Tracks the 'Payment Received' entries for owner invoices with the 'Current Payment Due' for the invoice billing period to ensure the owner invoice is fully paid before paying subcontractor invoices.	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
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
First-Tier Unconditional Unlocked for the Previous Invoice	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.
Sub-Tier Waivers	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

Next Steps

Manage Payment Holds as a Payor