Create a Payment Received for a Funding
Objective
To create a record of a payment received for a funding invoice in Procore.
Background
You can create a payment received record in Procore using the project's Funding tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Funding tool.
Prerequisites
- You can only create a payment if the status of the funding is either in the 'Approved' or 'Completed' status.
- Payments must be enabled in the 'Advanced Settings' of the funding. See Edit the Advanced Settings on a Funding.