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:
  • Your company's Procore Administrator also have the option to set up default payment application contacts in the Company Directory. See Add a Company to the Company Directory.

Prerequisites

• Add your payment application contact(s) user account to the Project Directory. See Add a User Account to the Project Directory. 
  Note: When adding or updating the user account, ensure the following:
  • The user profile is set to Active.
  • The email address is valid.
  • The 'Send this User Messages' setting is enabled.  
• Enable the 'Notify Subcontractors when Payment Applications are Approved' setting. See Configure Settings: Invoicing.
• Complete the steps in Create a Purchase Order or Create a Subcontract.

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:

   • A 'Contract Company' must be set on the commitment. This populates the list with all of the company profiles  in the Company Directory. See Add a User Account to the Company Directory.
   • To appear in 'Payment Application Contacts' list, the user must be an employee of the selected 'Contract Company'. See Add a User Account to the Project Directory.
7. Click Save.
    

Next Steps

• Create Manual Billing Periods or Create Automatic Billing Periods

See Also 

• Create a Payment Application on Behalf of a Subcontractor
•  Send Subcontractor Payment Application Invitations
• Create and Submit a Payment Application as a Subcontractor