Add a New Payment to the Payments Issued Tab of a Commitment
Objective
To manually record any payments your company issues for a commitment as an invoice administrator.
Background
To manually record any payments issued to the downstream collaborator on a commitment, use the 'Payments Issued' tab on the commitment.
- For companies using Procore Pay: Show/Hide
- To learn about the required settings to accurately track and manage joint check payments when using Procore Pay to pay subcontractor invoices, read About Joint Checks with Procore Pay.
Things to Consider
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Locate the contract or invoice for the new payment record.
- Choose from these options to open the commitment.
- Contract. Click the Contract link to open the commitment.
- Invoice #. Click the Invoice # link and then click the Contract # breadcrumb link.
- In the commitment, click the Payments Issued tab.
- Click Add Payment.
- In the Add Payment prompt, enter:
- Invoice. Select an existing invoice from the drop-down that the issued payment is attached to.
- Payment #. Enter the related payment number for the issued payment.
- Payment Method. Select a payment method from the drop-down list: Check, Credit Card, and Electronic.
- Amount. Enter the amount of the payment.
- Date. Enter the issue date for the payment
- Invoice #. Enter the related invoice number for the payment issued.
- Check #. Enter the related check number for the payment issued.
- Notes. Enter any additional notes regarding the issued payment for record purposes.
- Attachments. Attach any relevant files or documents.
- Click Add.