Skip to main content
Procore (en-GB)

What is a payment application contact?

  1. Last updated
  2. Save as PDF

Answer

An Payment application Contact is a person who ensures that a payment application is submitted to an upstream contractor for payment. In Procore, a payment application contact is always an employee of the designated 'Contract Company' on a purchase order or subcontract. The contract company is the party responsible for performing work and/or supplying materials for a project. For customers in the United Statues using Procore's Progress Billings tool, this term is synonymous with progress billing contact.

Common Questions

How do I add a payment application contact to Procore? 

To add a payment application contact to Procore, you must create two records in your Company level Directory tool:

  • A company record for the 'Contract Company'. This is the company or vendor that is performing work for your company. See Add a Company to the Company Directory.
  • A user account in the Company Directory. This is the account person who works for the 'Contract Company' and will serve as a payment application contact. See Add a User Account to the Company Directory. 
     Notes
    • When adding or updating the payment application contact's user account in the Company Directory, ensure that:
      • The user account in the Company level Directory tool is set to Active.
      • The email address entered for the user account is valid.
      • The 'Send this User Messages' setting in the user account must be turned ON by selecting the Via Email option from the drop-down list.  
    • When adding or updating the 'Contact Information' on the company record's 'General' tab in the Company Directory, the user must be listed in the 'Users' tab to appear as a selection in the Company Directory tool's 'Invoice Contacts' drop-down list.
    • The users that you designate as 'Invoice Contacts' in the Company Directory are then available in the 'Invoice Contacts' drop-down list on a purchase order or subcontract.

How do I designate a user as a payment application contact? 

To designate a payment application contact to Procore, you have these options:

Do payment application contacts receive emails from Procore?

Yes. If you are designated as a payment application contact for your company, your Procore user account will receive emails when the following actions occur:

Do payment application contacts need to be granted special access permissions to Procore?

No. If you have been designated as a payment application contact on a commitment, Procore automatically adds you to the 'Private' list for that commitment. This means you can view that commitment in Procore, as long as your Procore user account meets the requirements details in Add Payment application Contacts to a Purchase Order or Subcontract.

  • On a subcontractor payment application, the contact's name appears in the 'Payment Application' section of the Advanced Settings tab in the 'Payment Application Contacts.' Contacts can also receive invites to submit subcontractor payment applications and reminder emails from Procore.

What can payment application contacts add or update in Procore?

It depends on the Procore company account you are using and the permissions your Procore user account has been granted. Most Procore clients do not allow payment application contacts to add or update data in Procore. However, Procore customers do have the option to allow payment application contacts to: