To edit a manual hold on a subcontractor invoice as a payor.
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 creating a hold, users can also choose to share the hold with an invoice contact. Users can also edit the details of a hold. Once the conditions are satisfied, users can release the hold.
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Depending on your role and permissions settings, you can navigate to a subcontractor invoice from one of these tools:
I am using the Payments tool.
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 Payments tool.
I am using the Commitments tool.
Payment Admins and Payment Disbursers who have been granted invoice administrator permissions can create, edit, view, and release Invoice or Vendor holds on subcontractor invoices from the Commitments tool.
I am using the Invoicing tool.
Payment Admins and Payment Disbursers can create, edit, view, and release Invoice or Vendor holds on subcontractor invoices from the Invoicing tool.
When you see the Holds tab on the subcontractor invoice, continue with the steps in Edit Holds.