Enable Sworn Statement Collection for Lien Waivers as a Payor
General Availability in Select Markets (United States)
Procore Pay 
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 sworn statement collection for Procore Pay lien waivers as a payor.
Background
A Payments Admin for the payor configures a lien waiver template to include Sworn Statement language from the Payment Requirements tab in the Company level Payments tool. Once configured, you can add sworn statements to Procore Pay by configuring your project's lien waiver settings and setting the default templates to apply to your project's lien waivers as described in Enable Lien Waivers & Set Default Templates on Projects. Once set, project users can generate a lien waiver that includes a sworn statement.
Alternatively, for projects in Illinois, you can configure your project’s lien waiver settings to use a Procore-provide Chicago Title Waiver Format by selecting it from among the template options under Progress Unconditional and Final Unconditional.
Things to Consider
Prerequisites
- Enable Lien Waivers in the Company Payments Tool
- To include sworn statements as part of a lien waiver template, contact your Procore point of contact.
Steps
- Navigate to the Company level Payments tool.
- Click Configure Settings.
- Click Payment Requirements.
- Click Lien Waivers.
- Follow the next step to customize a Lien Waiver template.