Create a Subcontractor Payment application

Last updated
Save as PDF

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)

What is your role in the payment applications process?

When using the Payment application Management tools in Procore, only an payment application administrator or an payment application contact on a commitment can create a subcontractor payment application.

For payment application Administrators

An payment application administrator has these options to create payment applications: (1) Send an 'Invite to Bill' to provide payment application contacts with the ability to submit their own payment applications in Procore or (2) Gather digital or paper payment applications, outside of Procore and create them yourself in Procore. With the first option, you must provide an external collaborator with access permission to the Project level Commitments tool and add that person as payment application contact on a commitment. With the second option, no external access permissions are required.

Invite to Bill:
I want to send an 'Invite to Bill' to a payment application contact

Create a New Payment application:
I will create one on behalf of a payment application contact

For payment application contacts

After an external collaborator is granted payment application contact permissions, they have these options. If invited to bill, a contact can (1) accept the invite and submit a payment application before the Open billing period's due date or (2) decline the invite without submitting a payment application. Payment application contacts who don't receive an invite, also have permission to create new payment applications for their commitment for the Open billing period in the Project level Commitments tool.

Accept the 'Invite to Bill':
I want to submit a payment application for the Open billing period.

Decline the 'Invite to Bill':
I do not want to submit a payment application for the Open billing period.

Create a New Payment application:
I don't have an invite, but I have permission to create one for the Open period.

Important

As a payment application contact, always confirm the appropriate steps to use with the party that contracted your services before submitting your payment application in Procore.
Payment application administrators do NOT always choose to add payment application contacts on a project's commitments. Some payment application administrators prefer to gather digital or paper payment applications (outside of Procore). Once collected, they create payment applications in Procore on the contact's behalf. See Create a Subcontractor Payment application on Behalf of a Payment Application Contact.