Manage Lien Waivers & Templates

 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.
What do you want to manage with the Company level Payments tool? 

When using Procore Pay as a payor, both Payments Admins and Payments Disbursers can manage lien waivers in the Company level Payments tool. In Procore Pay, lien waivers are powered by Levelset, a Procore Company. 
 

Enable Lien Waivers:
I want to enable the lien waivers capability on my company's projects 
Create Templates:
I want to create lien waiver templates for our company account
Edit Templates:
I want to edit lien waiver templates for our company account
Delete Templates:
I want to permanently delete a lien waiver template
What do you want to manage with the Project level Invoicing tool?

When using Procore's Invoice Management tools with Procore Pay, only a user with 'Admin' level permissions on the Commitments tool can enable lien waivers and set the default lien waiver templates on a project. Invoicing Settings for commitment contracts are in the project's Invoicing tool.1
 

Enable & Set Defaults:
I want to enable & set the default lien waiver templates on a project


1 Access permissions for the Invoicing tool are governed by the permissions set for the user on the Commitments tool. Procore recommends managing user access to the Project Tools in your company's environment with a permissions template. See Manage Project Permissions Templates.