Create a Payment Schedule

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 invoices are approved. See Configure Settings: Payment Applications.
  • You can define custom text which appears in the footer of payment schedule PDFs. See Configure Settings: Payment Applications.

Prerequisites

Steps

1. Navigate to the project's Payment Applications tool.
2. Click the Subcontractor tab.
3. Click the commitment that you want to issue an invoice for.
4. Click the Invoices tab.
5. 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

See Also

• Configure Settings: Payment Applications
• Submit a New Payment Application as an Payment Application Contact