When your company applies the 'Owners English' or 'Speciality Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.
To learn the differences: Show/Hide
This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for main contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.
With Procore's Payment applications tool, your company can simplify the payment application collection, review and approval process on all of your construction projects. Payment applications that once took days to complete, can now be processed in a few minutes using Procore's paperless payment application management features. The Payment applications tool is designed specifically for Procore users with 'Admin' permission on the Commitments and/or Main Contracts tool.
Generate accurate payment applications for owner and subcontractor contracts
Streamline the collection, review and approval process with billing stakeholders
Increase confidence that payment application amounts match work completed to reduce rework and prevent overbilling
User access to the Project level Payment applications tool depends on the user's access permission to the contracts in the Project level Main Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Payment applications tool.
2 To perform this task, you must have the permissions designated in the tutorial and you must be an payment application contact. By default, payment application contacts are added to the 'Private' list of a commitment.
Main Contracts
The following table highlights which user permissions are required to perform the described user action.
1 To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Payment application Contact on the commitment. See What is a payment application contact?
2 To perform this task, downstream collaborators should be designated as a payment application contact on the commitment. See What is a payment application contact?
3 To perform this task and to release retention during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as a payment application contact on the commitment. See What is a payment application contact? To set retention, you must be a user with 'Admin' level permissions on the Commitments tool.
4 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a payment application contact on the purchase order or subcontract.
5 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a payment application contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list.
6 The payment application must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.
Below are the notable changes to the project's Payment applications tool (also known as the Progress Billings tool in some accounts).
Recent Changes
BetaCommitment Payment application retention controls for payment application management (10/12/2024)
Bill for Stored Materials on Unit Quantity Contracts (11/11/2024)
Procore is excited to announce the general availability of the Stored Materials on Unit Quantity Contract Payment applications, allowing Procore Payment application Management users to bill for and track stored materials directly in Procore’s Unit/Quantity-based subcontractor and main contract payment applications. These capabilities enhance efficiency and help teams ensure accurate billing. To learn more, see About Stored Materials on Payment applications.
Beta Automated Movement of Stored Materials on Payment applications (12/08/2024)
Procore implemented a configuration that, when enabled, automatically moves Stored Materials balances to the Work Completed from Previous Application column on the next payment application created. This configuration applied to both Owner and Subcontractor Payment applications. To access the new stored materials functionality, teams must join the Closed Beta program for Automated Movement of Stored Materials. For information, contact your Procore point of contact. To learn more, see About Stored Materials.
Beta Bill for stored materials on unit/quantity-based Contracts (15/08/2024)
Teams participating in the Owner Payment application and Subcontractor Payment application Beta programmes can now bill for stored materials using the ‘Unit/Quantity-Based’ accounting method. Billing for stored materials on payment applications helps contractors recover costs and ensures accurate documentation by differentiating between installed and stored materials. To access the new stored materials functionality, teams must join the Closed Beta program for Unit/Quantity-Based contracts for each payment application type. For information, contact your Procore point of contact. To learn how to use the functionality, see About Stored Materials on Payment applications.
Include Procore Pay Lien Waivers in Subcontractor Payment application Backups (12/08/2024)
Procore has updated the Project level Payment applications tool for payors using Procore Pay. Now, when compiling a subcontractor payment application backup, the system includes any first- and sub-tier lien waivers in the downloadable PDF backup file. This enhancement streamlines documentation, providing comprehensive proof of payment and supporting documents need to efficiently resolve non-payment disputes. See Compile Subcontractor Payment application Backups with the Payment Applications Tool.
Improved File Names for Subcontractor Payment application Backup PDFs (12/08/2024)
Whenever a user compiles a subcontractor payment application backup, Procore sends the user an email when the file is ready to download. Before this update, Procore always named the backup file "subcontractor_invoice_backup.pdf". To improve clarity and ease of identification, Procore now automatically appends the project name, project number, date and time of the compile in the file name. For an example, see Compile Subcontractor Payment application Backups with the Payment Applications Tool.
Improved Sorting in Subcontractor Payment application Backup PDFs (06/08/2024)
When compiling subcontractor payment application backups, Procore now sorts payment applications by 'Contract #' in ascending order. It also applies a secondary sort by 'Invoice Position' number. This improves the clarity and organisation of the payment applications included in the downloadable backup file. To learn more, see Compile Subcontractor Payment application Backups with the Payment Applications Tool.
Variation Titles Now Display on Owner Payment application PDFs (25/07/2024)
Now, when you export owner payment application PDFs, you will see the complete titles of your variations, not just the numbers, bringing clarity and ease to your payment applications process. Before exporting, simply apply the Main Contract Variation, Potential Variation, or Variation Request options to the Bill of Quantities using the 'Select Groups to Display' menu for both the 'Industry Standard' and 'Custom Configuration' column views. To learn more, see Export Main Contract Payment Applications.
Improved Subtotals Display on Owner Payment application PDFs (22/07/2024)
To enhance the consistency and clarity of continuation sheets on exported owner payment application PDFs, Procore updated group subtotals to appear at the bottom of each group, instead of at the top within the row group heading. Additionally, any extra groupings were also displayed at the bottom, aligning with industry expectations for a cleaner, more organised presentation. To learn how to export an owner payment application, see Export Main Contract Payment Applications.
Beta Prefill Owner Payment application Retention Amounts on Main Contract Payment Applications (16/07/2024)
Updated Export > PDF with Attachments Option for Subcontractor Payment applications (24/05/2024)
Procore has updated the Export > PDF with Attachments menu option to download the compiled PDF file with attachments directly to your computer. Before the update, Procore send the PDF to you by email when the payment application and attachments were ready. To learn more, see Export a Subcontractor Payment application.
IMPROVED ROW GROUPS ON OWNER INVOICE SCHEDULE OF VALUES (24/05/2024)
When you create a new owner payment application, the row groups on the new payment application's Bill of Quantities now mirror the user's most recent groupings from the previous payment application. This consistency makes data entry easier, especially when users create new payment applications for progress payments. To learn how to create a payment application, see Create Main Contract Payment Applications.
Customise OWNER INVOICE NUMBERING System ON MODERNISED EXPERIENCE (20/05/2024)
For users on the modernised owner payment application experience, Procore has updated its payment application numbering system. Users can now create a customised numbering scheme that automatically increments to the next number in the sequence when creating future payment applications. To learn more, see Can I customise the numbering system for financial objects in Procore?
Budget Changes on Owner Payment applications (13/05/2024)
Budget Changes is now available on owner payment applications. The highly-anticipated feature allows clients to directly include approved budget changes in main contract payment applications, improving transparency with the use of contingency funds. Users can simplify their billing process and reduce the need for separate Main Contract Variations. This feature is only available for clients that are opted into the Modernised Owner Payment application Experience and are migrated to the new Budget Changes tool. To learn more, see About Budget Changes on Main Contract Payment Applications.
When modifying a cell in the Bill of Quantities table, users can now input content and easily move to the next cell after completing updates.
Main Contract Payment Applications added to Workflows Open Beta (13/03/2024)
FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Payment application Experience Date (26/01/2023)
The option to switch between the beta and legacy subcontractor payment application experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Payment applications.
When your company applies the 'Owners English' or 'Speciality Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 
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