Enable Lien Waivers in the Company Payments Tool
General Availability in Select Markets (United States)
Procore Pay 
with payments powered by Goldman Sachs Transaction Banking (TxB)* 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 functionality in the Procore web application to handle the payment process between general and specialty contractors.Objective
To enable the lien waiver settings for Procore Pay on your company's Procore projects in the payor environment.
Background
Only Payments Admins or Payments Disbursers can turn the lien waiver settings for Procore Pay ON and OFF. When ON, lien waiver features are available in your company's Project level Invoice Management tools. When off, the lien waiver features are not available for use on new invoices in your company's Procore projects.
Things to Consider
- Required User Permissions
- Additional Information:
-
- In Procore Pay, lien waivers are powered by Levelset, a Procore Company.
- Your company and users do NOT need to create a Levelset account for Procore Pay. See Do I need to create a Levelset account for use with Procore Pay?
Steps
- Navigate to the Company level Payments tool.
- Click the Payments Settings
icon.
This opens the Payments Settings page. The Payment Processing tab is active by default. - Click the Payment Requirements tab.
The Lien Waivers page is active by default. - Under Lien Waiver Settings, move the Allow Lien Waivers to be Enabled on All Projects toggle to the ON or OFF setting:
Option Setting Description 
ON - Invoice administrators can complete the steps in Enable Lien Waivers & Set Default Templates on Projects, Preview Lien Waivers on Project Invoices, and View Lien Waivers on Project Invoices.
- Invoice contacts in the payee environment can complete the steps in Sign Lien Waivers on Project Invoices and View Signed Lien Waivers on a Project.
OFF - Invoice administrators cannot perform the above steps.
- Turning the setting OFF does:
- NOT remove any existing lien waiver data from Procore.
- NOT hide the 'Lien Waiver Templates' table in the Company level Payments tool.
- NOT hide any lien waivers that were signed on project invoices before this setting was disabled.