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

Steps

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
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.
Create a billing period to send payment applications out for. See Start a New Billing Period.
Send Payment Application invitations with the project's Invoicing tool. See Send Subcontractor Payment Application Invitations
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®.