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Create a Payment Schedule


To create a payment schedule that contains subcontractor claimed amounts, approved amounts, and reasons for the difference between claimed and approved amounts.


Construction businesses operating in Australia and New Zealand may need to create payment schedules to facilitate invoice approval and claims of work performed by subcontractors. In a typical payment schedule workflow, subcontractors submit an invoice for work performed. The general contractor will review the invoice and either approve or reject the amounts that the subcontractor is claiming for work performed. When a payment schedule is created from the invoice, the amounts claimed, amounts approved, and reasons for rejected amounts will be noted on the payment schedule form.

Things to Consider

  • Required User Permissions: 'Admin' permissions on the project Commitments tool.
  • The "Enable Subcontractor Proposed Amounts" option must be enabled in the Commitment tool’s configuration settings. See Configure Settings: Commitments.
  • In order for amounts to appear on the payment schedule, subcontractors must enter amounts in the "Work Completed This Period" and "Materials Presently Stored" columns of the invoice. See Submit an Invoice as a Subcontractor.
  • Procore can automatically notify subcontractors by email when invoices are approved. See Configure Settings: Commitments.
  • You can define custom text which appears in the footer of payment schedule PDFs. See Configure Settings: Commitments.


  1. Navigate to the project's Commitments tool.
  2. Find the commitment that your subcontractor issued an invoice for and click the View button next to it.
  3. Select the Invoices tab.
  4. Perform one of the following steps:
    • Click the PDF icon icon-pdf.png on the far right side of the most recent line item.
    • Click View next to the most recent line item, and then on the Invoices screen, select PDF from the Export drop-down menu.



See Also

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