Create a Payment Received for a GC/Client Invoice with the Client Contracts Tool
Objective
To create a record of a payment received in Procore.
Background
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.
Prerequisites
- You can only create a payment if the status of the client contract is either in the "Approved" or "Complete" state.