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Procore (en-GB)

Add a New Payment to the Payments Issued Tab of a Commitment

Objective

To add a payment for a subcontractor payment application on the Payments Issued tab of a commitment

Background

Use the Payments Issued tab on a commitment to keep track of any payments issued for the commitment's subcontractor payment applications.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool. 

Steps

Depending which Commitments tool experience you are using, choose one of these steps:

 Legacy Content

To provide you with a modernised interface and optimizations to improve your ability to create and manage commitment contracts more efficiently, Procore is pleased to announce the general availability of a modernised experience in the Commitments tool. Users will be permitted to exit out of the modernised experience and return to the legacy experience for a limited period of time. In the future, the legacy experience will be removed and users will be required to use the modernised experience. To learn more, see Project Financials: Modernised Experience for the Commitments Tool. 

Open the Commitment

  1. Navigate to the Project level Commitments tool. 
  2. Click the Contracts tab. 
  3. In the Contracts table, locate the commitment associated with the payment application that you are issuing the payment for. 
  4. Click the Number link to open the commitment. 

Add a New Payment to the Commitment

  1. In the commitment, click the Payments Issued tab. 
  2. Click Edit.
    This open the New Payment form. 
    add-payment-issued.png
  3. Enter the following information:
    • Payment application
      Select an existing payment application from the drop-down list. 
       Note
      If the payment is linked to the payment application, the 'Paid Amount' column on the Payment applications page will update from Unpaid to either Partially Paid or Paid for the current billing period only.
    • Payment Method
      Select a payment method from the drop-down list: Check, Credit Card and Electronic.
    • Date
      Select the date you wish to record the issued payment.
    • Payment #
      Enter the related payment number for the issued payment.
    • Payment application #
      Enter the related payment application number for the payment issued.
    • Check/Ref #
      Enter the related check number for the payment issued.
    • Notes
      Enter any additional notes regarding the issued payment for recording purposes.
    • Amount
      Enter the amount of the payment.
    • Attachments
      Attach any relevant files or documents.
  4. Click Add
 Phased Release

To provide you with a modernised interface and optimizations to improve your ability to create and manage commitment contracts more efficiently, Procore is pleased to announce the general availability of a modernised experience in the Commitments tool. Users will be permitted to exit out of the modernised experience and return to the legacy experience for a limited period of time. In the future, the legacy experience will be removed and users will be required to use the modernised experience. To learn more, see Project Financials: Modernised Experience for the Commitments Tool. 

Open the Commitment

  1. Navigate to the Project level Commitments tool. 
  2. Click the Contracts tab. 
  3. In the Contracts table, locate the commitment associated with the payment application that you are issuing the payment for. 
  4. Click the Number link to open the commitment. 

Add a Payment to the Commitment

  1. In the commitment, click the Payments Issued tab.
  2. Click Edit.
    create-payment-issued.png
  3. In the Add Payment window, enter the following:

    add-payment.png
    • Payment Application
      Select an existing payment application from the drop-down that the issued payment is attached to.
      Note: If the payment is linked to the payment application, the Payment Status column on the Billings page will update from Unpaid to either Partially Paid or Paid for that payment application's billing period only.
    • Payment #
      Enter the related payment number for the issued payment.
    • Payment Method
      Select a payment method from the drop-down list: CheckCredit Card, and Electronic.
    • Amount
      Enter the amount of the payment.
    • Date
      Enter the issue date for the payment
    • Payment application #
      Enter the related payment application number for the payment issued.
    • Check #
      Enter the related check number for the payment issued.
    • Notes
      Enter any additional notes regarding the issued payment for record purposes.
    • Attachments
      Attach any relevant files or documents.
  4. Click Add