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Procore

View Payment Requirements on a Project Invoice as an Invoice Administrator

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 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png with payments powered by Goldman Sachs Transaction Banking (TxB)* is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management icon-external-link.png functionality in the Procore web application to handle the payment process between general and specialty contractors.

Objective

To view the payment requirements for a subcontractor invoice as an invoice administrator for a payor.

Background

An invoice administrator for a payor can view the 'Payment Requirements' tab on a subcontractor invoice. This lets users see if an invoice is ready to pay.

Things to Consider

Steps

  1. Navigate to the Project level Invoicing tool. 
  2. Click the Subcontractor tab
  3. Locate the invoice and click the Invoice # link to open it. 
     Tip
    Did you know you can also open invoices from the Commitments tool?  Navigate to the Commitments tool, click the commitment to open, and then click the Invoices tab. Click the Invoice # link and then follow the steps below.
  4. In the invoice, click the Payment Requirements tab.

Available Payment Requirements

Option When ON... When OFF... Learn More
Holds Released Tracks the status of any payment holds applied to invoices. Holds must be released before payment.  Doesn't track invoices for payment holds.  Manage Payment Holds as a Payor
Commitment Executed Tracks the commitment associated with the invoice to ensure a check mark appears in the 'Executed' box. Doesn't track the 'Executed' state on the commitment. Create a Commitment

Edit a Commitment

 Insurance Compliant

 Tracks the status of the insurance certifications for the commitment.  Doesn't track the compliance status of the insurance certificates.  Manage Insurance & Compliance Statuses for a Commitment

Contract Compliant

 Tracks the status of the contract compliance documents for the commitment.  Doesn't track the compliance status of the insurance certificates Manage Contract Compliance Documents & Statuses for a Commitment
Invoice Approved Tracks invoices to ensure they are in one of these statuses: Approved, Approved as Noted, and Pending Owner Approval. See What are the default statuses for Procore invoices?  Doesn't track invoice status.  Bulk Edit the Status of Subcontractor Invoices with the Invoicing Tool
Change Orders Executed Tracks change orders that impact the contract associated with the invoice and require them to be in the 'Executed' state.  Doesn't track change orders.  Create a Change Order
Owner Funding Received Ensures the owner invoice is shown as fully paid on the 'Payment Received' tab.  Doesn't track 'Payment Received' entries on owner invoices or compare values on the subcontractor invoice. Create a Record for a Payment Received
Sync to ERP Tracks the invoice to ensure it is synced with an integrated ERP system.  Doesn't track invoice syncing with ERP ERP Integrations
First-Tier Conditional Lien Waiver Signed Tracks first-tier signatures on conditional lien waivers on your invoices.

Note: Only appears on an invoice when the requirement is enabled on its project. See Enable Lien Waiver Templates on a Project.		 Doesn't track signatures Create Lien Waiver Templates
First-Tier Unconditional Lien Waiver Signed Tracks first-tier signatures on unconditional lien waivers for your invoices. 

Note: Only appears on an invoice when the requirement is enabled on its project. See Enable Lien Waiver Templates on a Project.		 Doesn't track signatures Create Lien Waiver Templates
Sub-Tiers Tracks signatures on sub-tier lien waivers for the previous invoice. 

Note: Only appears on an invoice when the requirement is enabled on its project. See Enable the Sub-Tiers Card & Add Instructions on Project Invoices.		 Doesn't track signatures  Manage Sub-Tier Waivers

See Also