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.
- 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
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Select the contract that you want to add the payment application contact to, by clicking the appropriate link in the Commitment column.
- Click Edit.
- Make sure the appropriate company is selected in the Contract Company drop-down list.
- 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.
- Click Save.