Edit a Manual Hold on a Subcontractor Invoice as a Payor
Objective
To edit a manual hold on a subcontractor invoice as a payor.
Background
Things to Consider
- Required User Permissions
- Additional Information:
- Users with the required user permissions create any number of Invoice or Payment holds on a subcontractor invoice. To learn more, see What permissions do you need to manage holds on subcontractor invoices?
- 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.
Steps
What tool are you using?
When you see the Holds tab on the subcontractor invoice, continue with the steps in Edit Holds.
Edit Holds
- In the Holds tab on the subcontractor invoice's Payment Requirements, locate the hold to modify and click Edit.
- In the Holds card, update the following information:
- Hold Type. If you have the appropriate permissions, you can change the hold type from the drop-down list. See What permissions do I need to manage holds on a subcontractor invoice?
- Description. Enter a description for the payment hold. This is a free-form text entry field.
- Attachments. Choose from these options:
- Click the Attach Files button to open the Attach Files window. Then upload the file(s) and click Attach.
OR - Use a drag-and-drop operation to add one or more file attachments to the manual hold.
- Click the Attach Files button to open the Attach Files window. Then upload the file(s) and click Attach.
- Choose one (1) of these options:
- Save. Click this button to save the changes. This keeps the hold in its current Applied or Released state.
- Save and Apply. If the hold is in the Released state, click this button to save the changes and apply the hold to the invoice.
- Save and Release. If the hold is in the Applied state, click this button to save the changes and release the hold from the invoice.
Procore creates the hold and applies it to the selected invoice. This action is logged in the invoice's Change History tab.