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Create a Payment Schedule

 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      
    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default


      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)

      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)



Construction businesses operating in Australia and New Zealand are creating payment schedules to facilitate the invoice approval process, as well as claims of work performed by downstream collaborators. In a typical payment schedule workflow, downstream collaborators submit invoices for work performed. The upstream collaborator reviews the invoice and approves the amounts on the claim. A payment schedule is then created for the invoice to show the following information:

  • Claimed amounts
  • All 'Approved' amounts
  • Reasons for 'Rejected' amounts

Things to Consider



  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. In the table, choose one of these options:
    • Locate the invoice for the payment schedule. Next, click its Invoice # link to open it. 
    • Locate the commitment that contains the invoice for the payment schedule. Next, click its Contract link to open the commitment. In the commitment, click the Invoices tab. Locate the most recent invoice in the Invoices (Requisitions) table. Then, click the Invoice Position or Invoice # link to open it.
      How do I find the latest invoice? Review the values in the Invoice Position column. Each invoice is assigned a number, in the order invoices are created. This column sorts invoices from newest to oldest by default. To change the sort order, click the Overflow menu in the column heading and choose one (1) of the Sort By This Column options. 
  4. Click the Export button and choose the PDF option.

    The illustration below shows you an example of a payment schedule.