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Remove Subcontractor Invoices from Disbursements as a Payor

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 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 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.

Prerequisites

Steps

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.

  1. Follow the steps in Create Disbursements.
  2. In the Review Invoices page of the New Disbursement, locate the invoice to remove. 

    review-invoices-remove.png
     
  3. Click the trash can icon-delete-trash6.png 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. 

  1. Open a disbursement in the Under Review status. 
  2. In the General tab, the Included Invoices card lists all of the invoices included in the disbursement. 

    remove-included-invoice.png
     
  3. Locate the invoice to remove and click the trash can icon-delete-trash6.png icon. 
    This opens the Remove Invoice from Disbursement prompt. 
  4. In the Reason for Removal box, enter the reason for removing the disbursement. This is a required field. 
    remove-invoice-from-disbursement.png
  5. 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.
    removed-invoices.png