Remove Subcontractor Invoices from Disbursements as a Payor
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 remove subcontractor invoices from disbursements as a payor.
Background
Payment Admins and Payment Disbursers can remove subcontractor invoices from a disbursement during the review process. The steps that you use to remove an invoice depend on whether your team has configured a custom Payments Workflow to approve and authorize disbursements:
- If your team isn't using a workflow, users can remove invoices when viewing the Review Invoices page in a new disbursement.
- If your team is using a workflow, users can remove invoices while the workflow is in progress and are required to provide a reason for removing the invoice.
Things to Consider
- Required User Permissions
- Additional Information:
- Invoices cannot be removed from a disbursement:
- After the disbursement is authorized.
- The disbursement has been submitted to the banking system for payment processing.
- To learn how to cancel a disbursement, see Cancel Disbursements.
- Invoices cannot be removed from a disbursement:
Prerequisites
Steps
- Remove Subcontractor Invoices from a New Disbursement
- Remove Subcontractor Invoices During a Payments Workflow
Remove Subcontractor Invoices from a New Disbursement
While creating a new disbursement, Payments Admins or Payment Disbursers can remove invoices from new disbursements when reviewing the invoices to be included.
- Follow the steps in Create Disbursements.
- In the Review Invoices page of the New Disbursement, locate the invoice to remove.
- Click the trash can
icon.
Procore Pay removes the subcontractor invoice from the Review Invoices page.
Remove Subcontractor Invoices During a Payments Workflow
Payments Admins and Payment Disbursers can also remove invoices from disbursements while a Payments Workflow is in progress.
- Open a disbursement in the Under Review status.
- In the General tab, the Included Invoices card lists all of the invoices included in the disbursement.
- Locate the invoice to remove and click the trash can icon.
This opens the Remove Invoice from Disbursement prompt. - In the Reason for Removal box, enter the reason for removing the disbursement. This is a required field.
- Click Remove to confirm.
Procore Pay removes the subcontractor invoice from the disbursement. See View a Disbursement. In addition, it appears in the Removed Invoices card on the General tab of the disbursement. It is also logged in the disbursement's Change History tab.
