About Subcontractor Payment Applications

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For Procore Customers in the United States

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.

Main Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Speciality Contractors English (Speciality Contractor Terminology)
Payment Applications	Payment Applications	Progress Billings
Owner	Funding	Owner
Owner/Client	Owner/Client	MC/Client
Main Contract Variation	Funding Variation	Client Contract Variation
Main Contracts	Funding	Client Contracts
Revenue	Funding	Revenue
Subcontract	Contract	Subcontract
Subcontractor	Contractor	Subcontractor
Subcontractor Bill of Quantities (SBOQ)	Contractor Bill of Quantities (CBOQ)	Subcontractor Bill of Quantities (SBOQ)

Objective

To provide Procore users with information about subcontractor payment applications in Procore.

Background

In Procore, a subcontractor payment application originates in the Project Commitments tool. Before you can create a payment application, your project team must create a commitment for the project, establish a billing period and decide which internal users and/or external collaborators will be granted permission to submit new payment applications.

Tip

Prerequisites

Decide which internal users and/or external collaborators can submit new payment applications in the Procore project. See Create Subcontractor Payment applications.
Create a commitment for the payment application to bill against. See Create Commitments.
Create a billing period for the Procore project. See Manage Billing Periods.

Workflow

This diagram summarises subcontractor payment application creation.

Steps

Create Your Subcontractor Payment applications in Procore
Optional: Export Your Subcontractor Payment applications to an Integrated ERP System

Create Your Subcontractor Payment applications in Procore

The steps for creating subcontractor payment applications in Procore include:

Step	Description	Learn More
Decide who will have permission to submit a payment application	You have these choices: 1. Grant payment application submission rights to downstream collaborators. In Procore, these users are called payment application contacts. 2. Gather paper or digital payment applications from collaborators and grant payment application submission rights to your team. In Procore, these users are your payment application administrators.	Considerations
Optional. Decide if you want to collect signatures with DocuSign®	There are two (2) ways to collect signatures on commitments and payment applications: Use the Procore + DocuSign^® integration. See Enable the DocuSign® Integration on Your Company's Procore Account and Enable the DocuSign® Integration on a Project. Sign the digital or paper forms and upload them as attachments on the commitment and/or payment application.	DocuSign®
Configure the Payment application Management tools	Configure the payment applications settings in the Commitments and Payment applications tools. See Configure Settings: Commitments and Configure Settings: Payment applications.	Commitments and Payment applications
Establish a billing period	Create a billing period and place it in the Open status. A billing period defines the start, end and due date for submitting a payment application.	Manage Billing Periods
Create a commitment	Subcontractor payment applications originate from commitments. You can create multiple commitments for your collaborators in a Procore project. A commitment must be in the 'Approved' status before you can create a payment application.	Create a Commitment
Optional: Grant payment application submission rights to downstream collaborators	Optional: An payment application administrator can grant payment application submission rights to downstream collaborators.	Add Payment application Contacts to a Purchase Order or Subcontract
Configure the 'Advanced Settings' tab on the commitment	For best results, configure the advanced settings before you add line items to the BOQ and before you create payment applications for the commitment.	Edit the Advanced Settings Tab on a Commitment
Create payment applications and submit them before the Open billing period's 'Due Date'	Learn the options for creating payment applications with the Commitments tool. Only payment application administrators or payment application contacts on a commitment can create subcontractor payment applications.	Create a Subcontractor Payment application
Review submitted payment applications	Once submitted, an payment application administrator can review each line item on the payment application's Bill of Quantities to approve or reject it.	Review a Subcontractor Payment application as a Payment Application Administrator
Revise and resubmit payment applications	If an payment application administrator rejects one (1) or more payment application line items, users can make fixes and corrections until all the line items on the payment application's Bill of Quantities are Approved.	Revise & Resubmit a Subcontractor Payment application as a Payment Application Contact
Optional. Complete the signature process in DocuSign®	Once Approved, you can optionally complete the signature process in DocuSign®.	Complete Subcontractor Payment Applications with DocuSign®
Optional: Sync payment applications with an integrated ERP system	You'll need to determine if your ERP connector supports subcontractor payment applications.	ERP Integrations