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Procore

Enable the Payments Issued Tab for Invoicing

Objective

To enable the Payments Issued tab on a purchase order or subcontract to record the contract's outgoing payments. 

Background

You can enable the 'Payments Issued' tab on a purchase order or a subcontract. As shown in the steps below, the controls in this tab give your project's users the ability to add new payment line items for a purchase order or subcontract. It also provides a convenient list that summarizes all of the payments issued on project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool. 
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Under the Subcontractor tab, click the link in the Commitment column to select the commitment that you want to work with.
  3. Click the Advanced Settings tab.
    Note: Depending on the size of your browser window, this tab may be listed as an option in the More menu. 
  4. Click Edit on the right-hand side of the screen.
  5. Scroll to Payment Settings.
  6. Place a mark in the Enable Payments check box.

    Enable Payments.png
  7. Click Save.

 

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 icon-external-link.png.