Skip to main content
Procore (en-GB)

Add a New Payment to the Payments Issued Tab of the Invoicing Tool

Objective

To add a payment to the Payments Issued tab of the Invoicing tool. 

Background

To keep track of any payments that your company issues for subcontractor payment applications, you can use the steps below to add a payment record to the Payments Issued tab on a commitment. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the projects Commitments tool. 
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Main Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an payment application contact for a subcontracting company that is performing work for a main contractor managing your contract in Procore), your ability to perform payment application-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Main Contracts tool.
        • Your membership on the 'Private' list of a specific main contract, purchase order, or subcontract.
        • Your designation as an 'Payment Application Contact' on a main contract, purchase order or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab. 
  3. Click the link in the Commitment column to open the commitment that you will be issuing a payment for.
  4. Click the Payments Issued tab.
  5. Click Edit.
    create-payment-issued.png
  6. Complete the following fields:
    • 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.
    • 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 #
      Enter the related check number for the payment issued.
    • Notes
      Enter any additional notes regarding the issued payment for record purposes.
    • Amount
      Enter the amount of the payment.
    • Attachments
      Attach any relevant files or documents.
  7. Click Add

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.