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Create a Payment Received


To create a record for a payment received. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Prime Contract tool.
      Note: Due to the sensitive nature of a project's invoicing data, the Invoicing tool can only be accessed by individuals who have been granted 'Admin' permission on the Commitments and/or Prime Contracts tools.
  • Requirements:
    • The project's prime contract must be in the 'Approved' or 'Complete' status.


  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab.
  3. Locate the prime contract. Then click View.
  4. Click the Create Payment button.
  5. Complete the following fields:
    • Invoice. Select the associated invoice from the drop-down list.
    • Date. Select a date that the payment was received. 
    • Payment #. Enter 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 to provide details about the payment.
    • Amount. Enter the amount of the payment received. 
    • Attachments. Include any attachments related to the payment. For example, you might want to attach the check image or the invoice file. 
  6. Click Add. The payment you just created will now be listed in the 'Payments Received' section at the bottom of the page. 
  7. Click Save.
    • You will see a list of all payments received, which you can then export to a PDF by choosing Export > PDF
    • All payments received on the project are tracked in the Contract Summary Report in the Prime Contract tool's General tab (see illustration below).

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.


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