Add Payment application Contacts to a Purchase Order or Subcontract

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For Procore Customers in the United States

When your company applies the 'Owners English' or 'Speciality Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.

To learn the differences: Show/Hide

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for main contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

Main Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Speciality Contractors English (Speciality Contractor Terminology)
Payment Applications	Payment Applications	Progress Billings
Owner	Funding	Owner
Owner/Client	Owner/Client	MC/Client
Main Contract Variation	Funding Variation	Client Contract Variation
Main Contracts	Funding	Client Contracts
Revenue	Funding	Revenue
Subcontract	Contract	Subcontract
Subcontractor	Contractor	Subcontractor
Subcontractor Bill of Quantities (SBOQ)	Contractor Bill of Quantities (CBOQ)	Subcontractor Bill of Quantities (SBOQ)

Objective

To add an payment application contact to commitment on a Procore project as an payment application administrator.

Background

To provide downstream collaborators with permissions to submit new subcontractor payment applications in a Procore project, a payment application administrator must add a payment application contact to their commitment. If a collaborator has more than one commitment on your Procore project, administrators can add a different payment application contact to each commitment. Alternatively, your company's Procore Administrator can set a default payment application contact in the downstream collaborator's company record.

Things to Consider

Required User Permissions
Additional Information:
- Subcontractor payment applications originate in the Project level Commitments tool.

Prerequisites

Complete the steps in How do I add payment application contacts to Procore?
Create the commitment to which you want to add the payment application contact. See Create a Commitment.

Steps

Navigate to the project's Invoicing tool.

Tip
You can also open a commitment from the Commitments tool. To do this, navigate to the Project level Commitments tool. In the Contracts tab, click the Number link.
Click the Subcontractor tab.
Locate the payment application to update and click its Contract link.
This opens the commitment. A subcontractor payment application originates from a commitment.
In the commitment, click Edit.
Under General Information, do the following:
- Contact Company. Select the company record from the drop-down list.
- Payment application Contacts. Select an employee of the company from the drop-down list.
  Tips
  - Don't see the right company in the 'Contact Company' list? The company record must be added to the Project Directory. See Add a Company to the Project Directory.
  - Don't see the desired user in the list? The user must ben an employee of the company record in the Project Directory. See Add a User Account to the Project Directory.
Click Save.
Tips

When does Procore send email notifications to payment application contacts? See Do payment application contacts receive emails from Procore?

When does Procore send email notifications to members of the 'Invoice Distribution' list? Members added to the Commitment tool's 'Invoice Distribution' list (see Configure Settings: Commitments) receive notifications when:

The status of the Subcontractor Bill of Quantities changes to 'Under Review.' See Review a Subcontractor BOQ for a Commitment.

If your team is NOT using a Subcontractor Payment application Workflow, when status of the subcontractor payment application changes to 'Under Review'. Note: If your team is using a Subcontractor Payment application Workflow, the notification is sent to the Workflow Assignee(s).

Next Steps

Manage Billing Periods