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Procore

What should I know about invoicing in Portfolio Financials?

 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Payment applications FAQs

Payment Applications are added by the Owner Team or submitted by the Vendor Team on the Payment Applications tab of the Contract Room in Portfolio Financials.
Note: The Owner Team can also add non-contract payment applications if the 'Payment Application Room' feature enabled is enabled for the account. See Add Non-Contract Payment Applications in Portfolio Financials.

Below are a few common questions related to invoicing in Portfolio Financials:

How do I review a payment application that was submitted by a vendor?

Payment Applications are reviewed within the Payment Applications tab of the relevant Contract Room. See Approve or Reject a Payment Application in Portfolio Financials for more information.

Why can't my vendor edit a rejected payment application?

Payment Applications are editable only in a pending state. If you reject or approve a payment application submitted by your vendor, they will not be able to edit it unless you change the status to Pending. To revert a payment application back to a Pending status, see Undo the Rejection of a Payment Application in Portfolio Financials.

Note: The user who submitted the payment application must be the person to edit it once it has been put back into a pending state. You can confirm who added the payment application under 'Payment Application Created' in the 'Payment Application Status' section. 

Why am I not receiving email notifications for payment applications?

If you are not receiving email notifications for new payment applications, you most likely have not been added to the Owner Team for the relevant Contract Room. Reach out to the Project Manager to request that they add you to the appropriate Contract Room team.

Note: If you are on the Project Team for a given project, you can add yourself or another member to the Contract Room to receive email notifications. See Add Owner Team Contacts to the Contract Room in Portfolio Financials.

See Also