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Procore

About Subcontractor Payment Applications

 For Procore Customers in the United States

flag-us.png  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
A Subcontractor Payment application is a request for payment submitted by a business or individual who has entered into a binding agreement with another contracting party. In Procore, a subcontractor payment application is an equivalent term for a payable payment application.

Prerequisites

Workflow

This diagram summarises subcontractor payment application creation.

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Steps

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: 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