Create a Payment Programme
Note

Objective
Background
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
- Additional Information:
- 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: Invoicing.
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Click the commitment that you want to issue an payment application for.
- Click the Payment Applications tab.
- Perform one of the following steps:
- Click the PDF icon
to 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 list.
Example
- Click the PDF icon