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Procore (en-GB)

Add Payment Application Contacts to a Commitment

Objective

To add an payment application contact to a purchase order or subcontract in a Procore project.

Background

While creating a purchase order or subcontract, you can add one or more payment application contact(s) using the steps below.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project'sCommitments 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.
  • Additional Information:

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Select the contract that you want to add the payment application contact to, by clicking the appropriate link in the Commitment column. 
  4. Click Edit.
  5. Make sure the appropriate company is selected in the Contract Company drop-down list. 
  6. Select one or more Procore user accounts who are associated with the contract company from Payment Application Contacts drop-down list.
     Notes

    To select a payment application contact from the 'Payment Application Contacts' list, the following must be true:

  7. Click Save.