View Payment Requirements as a Payor

Objective

To view the payment requirements for a subcontractor invoice in the Company level Payments tool.

Background

The table in the 'Subcontractor Invoices' tab of the Company level Payments tool has a 'Payment Readiness' group. In that group are two (2) columns: Requirements and Manual Holds. The data in these columns helps Payments Admins and Payments Disbursers determine the payment readiness of your company's subcontractor invoices. The 'Requirements' column includes a pie chart and unit fraction to show the number of payment requirements met by each invoice. Users can click the unit fraction link to open the 'Payment Readiness' panel to help them determine when an invoice is ready to process and fulfill payment.

Things to Consider

Required User Permissions
Additional Information:
- What you can see in the Payment Requirements panel depends on your role. For the options, see View Payment Requirements.
- Incomplete requirements prevent Payments Admins and Disbursers from paying invoices only with the ‘Required and Prevents Payment’ setting configured. See Configure Payment Requirements as a Payor.
- Any manual payment holds applied to an invoice can be viewed on an invoice in the Payment Requirements:
  - To apply or release manual payment holds, see Manage Payment Holds as a Payor.

Prerequisites

Configure Payment Requirements as a Payor

Open the Payment Readiness Panel

Navigate to the Company level Payments tool.
The Subcontractor Invoices tab is active by default.
In the Subcontractor Invoices table, locate the invoice.
Under the Payment Readiness group, click the unit fraction link under Requirements.

This opens the Payment Readiness panel on the right side of the page.

About the Overview Tab

The Overview tab of the Payment Readiness panel shows the following information.

The table below describes the elements pictured above. To learn more, see Configure Payment Requirements as a Payor.

Item	Description	Example (See Above)
Information Banner	If any holds are applied to the invoice, a YELLOW banner appears at the top of the Overview tab above the Summary. Click View Holds to jump to the Holds tab.	There are one or more holds on this invoice
Company Name	Shows the name of the 'Contract Company' on the commitment.	Earthwork Jim
Project Number	Shows the name of the Procore project associated with the invoice.	Demo Project
Invoice Link	Click the hyperlink to open the subcontractor invoice with the Invoicing tool in a separate browser window.	SC-018: Invoice #001
Requirements Complete	Displays a pie chart and unit fraction to show the number of completed payment requirements. See Manage Payment Requirements as a Payor.	5/10 Requirements Complete Note: The numerator (5) indicates that five requirements are complete. The denominator (10) corresponds to the total number of requirements. To learn more, see View the Invoice Details below.
Total	The total amount, including retainage (if any), for the invoice.	$4,5000.00
Invoice Status	Shows the invoice's current status. See What are the default statuses for Procore invoices?	Revise and Resubmit
Payment Status	Shows the payment status of the invoice: Paid or Unpaid.	Unpaid
Billing Period	Shows the billing period for the invoice. See Create Automatic Billing Periods or Create Manual Billing Periods.	12/01/21 - 12/31/21
Requirements	Displays the tracking requirements and status of your company's subcontractor invoices. This helps your team determine payment readiness on invoices. To configure the tracking requirements, see Configure Payment Requirements as a Payor.	View Payment Requirements
View	Click this button to perform requirement-specific actions: Commitments Commitment Executed. Open the General tab of the commitment so you can edit the General Information card to mark the Executed check box. See Edit a Commitment. Contract Compliant. Open the Compliance tab of the commitment to modify the information in the Contract Compliance Documents card. See Manage Contract Compliance Documents & Statuses for a Commitment. Insurance Compliant. Open the Compliance tab of the commitment to modify the information in the Insurance card. See Edit Contract Compliance Documents for Commitments as an Invoice Administrator. Invoice Change Orders Executed. Open the Change Orders tab of the commitment to view or edit the executed status of the change order. See Edit a Change Order. Invoice Approved. Open the subcontractor invoice with the Invoicing tool in a separate browser window to edit its status in the General Information tab. See Edit the General Information Card of an Invoice. Owner Funding Received. Open the Payments Received tab in the prime contract to add an owner invoice payment to the Payments Received list. See Create a Payment Received for a Prime Contract Synced to ERP. Open the General tab of the commitment to check the sync status of the commitment. See What do the ERP icons mean? This option only appears for companies syncing Procore data with an integrated ERP system.	Configure Payment Requirements as a Payor
Visible to Payors: View, Request, or Manage	Click the available button to perform requirement-specific actions: Lien Waivers View. Click to open the signed lien waiver in separate browser window. Request. Click to open the 'Send Request to Unlock Waiver?' prompt. Then click Send Request to send the invoice contact(s) for the invoice a request to unlock the signed lien waiver. Manage. Click to jump to the Lien Rights tab of the subcontractor invoice to upload or approve waivers.	Send a Request to Unlock a Signed Unconditional Lien Waiver
Visible to Payees: View, Unlock, or Manage	Click the available button to perform requirement-specific actions: Lien Waivers View. Click to open the signed lien waiver in separate browser window. Unlock. Click this button to unlock a signed unconditional lien waiver. Manage. Click to jump to the Lien Rights tab of the subcontractor invoice to manage lien waivers.	Unlock a Signed Unconditional Lien Waiver as an Invoice Contact

About the Holds Tab

The Holds tab shows the following information.

The table below describes the features in the Holds tab. To learn more, see Manage Payment Holds as a Payor.

Label	Element	Description
Status	Icon	A YELLOW caution icon indicates a manual hold has been applied to the invoice. A GREEN checkmark indicates a manual hold has been released. No mark indicates a manual hold has not been placed on the invoice.
Create Hold	Button	Click this button to create a new hold.
Release	Button	Click this button to release an existing hold.
Edit	Button	Click this button to modify an existing hold.
Created By	Field	Shows the name of the user who created the hold.
Last Modified By	Field	Shows the name of the user who last updated the hold.
Description	Text	Shows any information entered by the person who created or edited the hold.
Attachments	File	Shows any attachments added to the hold. Click the file link to download a copy of the file(s).