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Procore

Enable Lien Waivers in the Company Payments Tool

 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 turn lien waivers ON and OFF as a Payments Admin or Payments Disburser

Background

Authorized users can toggle the Lien Waivers feature for Procore Pay ON and OFF in the Company level Payments tool. When ON, lien waivers are available for new subcontractor invoices. When OFF, the lien waivers are unavailable for new invoices. 

Things to Consider

Steps

  1. Navigate to the Company level Payments tool. 
  2. Click the Payments Settings icon-settings-gear-android.png icon.
    This opens the Payments Settings page. The Payment Processing tab is active by default. 
  3. Click the Payment Requirements tab. 
    The Lien Waivers page is active by default. 
  4. 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.png ON
    off.png 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. 
      • NOT prevent users from creating or editing custom lien waiver templates. 

See Also