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Procore (en-GB)

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

Objective

To add a payment to the Payments Issued tab of the Payment Applications 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' on the project's Commitments tool.
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Main Contracts or Commitments tool, as well as the privacy and payment application contact settings set on each main contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Payment Applications.

Steps

  1. Navigate to the project's Payment Applications 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 in the related payment number for the issued payment.
    • Payment Application #
      Enter in the related payment application number for the payment issued.
    • Check #
      Enter in the related check number for the payment issued.
    • Notes
      Enter in any additional notes regarding the issued payment for record purposes.
    • Amount
      Enter in the amount of the payment.
    • Attachments
      Attach any relevant files or documents.
  7. Click Add