To release a manual hold on subcontractor invoices 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:
After creating an invoice, users can edit the details of a hold. Once the conditions are satisfied, users can also release the hold.
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, Payment Disbursers, and users with 'Admin' level permissions on the Payments tool can use these steps to create, edit, view, and release Invoice or Vendor holds on subcontractor invoices. To learn more, see What permissions do you need to manage holds on subcontractor invoices?
I am using the Commitments tool.
Payment Admins and Payment Disbursers can create, edit, view, and release Invoice or Vendor holds on subcontractor invoices from the Commitments tool. To learn more, see What permissions do you need to manage holds on subcontractor invoices?
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. To learn more, see What permissions do you need to manage holds on subcontractor invoices?
When you see the Holds tab on the subcontractor invoice, continue with the steps in Release Holds.