Create a Payment Programme

Objective

To create a payment programme that contains subcontractor claimed amounts, approved amounts and reasons for the difference between claimed and approved amounts.

Background

Construction businesses operating in Australia and New Zealand may need to create payment programmes to facilitate payment application approval and claims of work performed by subcontractors. In a typical payment programme workflow, subcontractors submit a payment application for work performed. The main contractor will review the payment application and either approve or reject the amounts that the subcontractor is claiming for work performed. When a payment programme is created from the payment application, the amounts claimed, amounts approved and reasons for rejected amounts will be noted on the payment programme form.

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.
• Additional Information:
  • The 'Display Subcontractor Claimed Amounts' option must be enabled in the project's Invoicing tool’s configuration settings. See Configure Settings: Invoicing.
  • In order for amounts to appear on the payment programme, subcontractors must enter amounts in the 'Work Completed This Period' and 'Materials Presently Stored' columns of the payment application. See Create and Submit a Payment Application as a Subcontractor.
  • Procore can automatically notify subcontractors by email when payment applications are approved. See Configure Settings: Invoicing.
  • You can define custom text which appears in the footer of payment programme PDFs. See Configure Settings: Payment Applications.

Steps

1. Navigate to the project's Invoicing tool.
2. Click the Subcontractor tab.
3. Click the commitment that you want to issue an payment application for.
4. Click the Payment Applications tab.
5. Choose one (1) of the following steps:
   • Click the PDF icon  on the far right side of the most recent line item.
     OR
   • Click View next to the most recent line item and then on the Payment Applications screen, select PDF from the Export drop-down menu.
     
     
     
     

See Also

• Configure Settings: Invoicing
• Create and Submit a Payment Application as a Subcontractor