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Procore (en-GB)

About Subcontractor Payment Applications

About Subcontractor Payment Applications

In Procore, {{ allow subcontractors to progressively bill at several stages during the construction process and these billings are based on a verified percentage of that commitment's completion. Main contractors can configure billing period start and end dates, as well as the billing date, for each billing period. They can invite subcontractors to complete payment applications for the most recent billing period or they can create payment applications on behalf of the subcontractor. Once the payment application has been approved, payment can be issued against the commitment. 

Workflow



Accept or Decline an 'Invite to Bill' as an Invoice Contact
Accept or Decline an '...
DRAFT
DRAFT





START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...


Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
INVOICING
INVOICING
Add an 'Invoice Contact' with the Commitments or Invoicing tool?
Add an 'Invoice Contact' with the Co...


Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
INVOICE CONTACT
INVOICE CONTACT
INVOICE ADMINISTRATOR
INVOICE ADMINISTRATOR
Who will create the new invoice?
Who will create the new invoice...
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Manager
Invoice Manager
Invoice Contact
Invoice Contact
Commitments
Commitments
Invoicing
Invoicing


Create a New Invoice on Behalf of the Invoice Contact
Create a New Invoice o...


END
END


Send an 'Invite to Bill' to an Invoice Contact
Send an 'Invite to...


Revise & Resubmit an Invoice as an Invoice Contact
Revise & Resubmit an I...
REVISE & RESUBMIT
REVISE & RESUBMIT
Does the invoice contact want to submit an invoice for the current billing period?
Does the invoice contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED

Did the Invoice Administrator reject any line items on the invoice?
Did the Invoice Administrator...


END
END
DECLINED
DECLINED

Submit a New Invoice as an Invoice Contact
Submit a New Invoice...
Review an Invoice as an Invoice Administrator
Review an Invoice as an...

Steps

  1. Configure the advanced workflow in the Commitments tool to set up monthly billing periods and billing dates. You can also enable reminder emails for payment application invitations. See Configure Advanced Settings: Commitments
  2. Create a billing distribution for payment applications for each commitment so you can select who you want to receive payment application invitations. See Create Payment Application Contacts.
  3. Create a billing period to send payment applications out for. See Start a New Billing Period.
  4. Send Payment Application invitations with the project's Invoicing tool. See Send Subcontractor Payment Application Invitations
  5. Subcontractors who were invited to create payment applications can do so by clicking the link in their invitation email. To edit their payment application or create on their behalf, see Create a Payment Application on Behalf of a Subcontractor.

Note: For users with the Procore + QuickBooks® integration, you can also export subcontractor payment applications. See Export Subcontractor Payment Applications from Procore to QuickBooks®.

Training Videos

Set Up Subcontractor Payment Applications (Requisitions) in Procore

Create and Submit Payment Applications (Payment Applications) for Subcontractors

Create, Review and Edit Payment Applications (Payment Applications) for Contractors

Log Payments Issued for Payment Applications (Payment Applications) for Contractors

See Also