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Create a Payment Received for a GC/Client Invoice with the Client Contracts Tool

 Limited Release
flag-us.png  The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?


To create a record of a payment received in Procore.  


You can create a payment received record in Procore using the project's Client Contracts tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Client Contracts tool.


  • You can only create a payment if the status of the client contract is either in the "Approved" or "Complete" state.


  1. Navigate to the project's Client Contracts tool.
  2. Select the client contract that you want to work with.
  3. Click the Create Payment button.
  4. Under 'New Payment', complete the following fields:
    • Invoice
      Select an invoice from the drop-down associate the payment with that invoice.
    • Date
      Select the date that the payment was received. 
    • Payment #
      Specify the payment number.
    • Invoice #
      Enter the invoice number for the payment, if applicable. 
    • Check #
      Enter the check number for the payment.
    • Notes
      Include any additional notes about the payment.
    • Amount
      Enter the amount of the payment that was received. 
    • Attachments
      Include any attachments related to the payment. For example, the check or the invoice related to the payment.
  5. Click Add. The payment you just created will now be listed in the "Payments Received" section at the bottom of the page. 
  6. Click Save. You will see a list of all payments received, which you can then export to a PDF. 
    In the 'General' tab of the client contract, the 'Contract Summary Report' summarizes all of the payments received entries for the contract.