Create a Payment Received for a GC/Client Invoice with the Progress Billings Tool
Objective
To create a record for a payment received for a GC/Client invoice using the project's Progress Billings tool.
Background
You can create a payment received record in Procore using the project's Progress Billings tool.
Prerequisites
- You can only create a payment if the status of the client contract is either in the "Approved" or "Complete" state.
Steps
- Navigate to the project's Progress Billings tool.
- Click the GC/Client tab.
- Locate the invoice in the list. The click to open it.
- Click Create Payment.
![create-payment-received.png](https://support.procore.com/@api/deki/files/81256/create-payment-received.png?revision=2)
- Complete the following fields:
- Invoice
Select an invoice from the drop-down to tie that payment to.
- Date
Select the date that the payment was received.
- Payment #
Specify 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 about the payment.
- Amount
Enter the amount of the payment that was received.
- Attachments
Include any attachments related to the payment. For example, the check or the invoice related to the payment.
- Click Add. The payment is listed under the 'Contract Summary Report' section in the 'Payments Received' column.
![paymentsreceived2.png](https://support.procore.com/@api/deki/files/286435/paymentsreceived2.png?revision=1)
- Click Save.
Notes
- 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 Client Contract tool's General tab (see illustration below).