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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 gives your project users the ability to add new payment line items for a purchase order or a commitment. It also provides a convenient list that summarizes all of the payments issued.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool. 
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Prime Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an invoice contact for a subcontracting company that is performing work for a general contractor managing your contract in Procore), your ability to perform invoice-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Prime Contracts tool.
        • Your membership on the 'Private' list of a specific prime contract, purchase order, or subcontract.
        • Your designation as an 'Invoice Contact' on a prime contract, purchase order, or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.

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 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 in the right-hand side of the screen.
  5. Scroll to Payment Settings.
  6. Place a checkmark in the Enable Payments 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 here.