Delete a Subcontractor Payment application

Objective

To delete a subcontractor payment application from a commitment.

Background

You can only delete the most recent subcontractor payment application on a commitment. Procore records delete actions in the 'Change History' tab of a commitment. Once deleted, the payment application is permanently removed and its data is irretrievable.

Things to Consider

• Required User Permissions:
  • You must be an payment application administrator. 
    OR
  • You must have 'Standard' level permissions on the Project level Commitments tool and the payment application must be in the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore payment applications? 
• For companies using the ERP Integrations tool: Show/Hide      
  • Before you can delete a subcontractor payment application that has been synced with an integrated ERP system, you will first need to unlink the synced payment application. See the relevant article in the list below:
  • Unlink Subcontractor Payment applications Synced with Sage 300 CRE®
  • Unlink Subcontractor Payment applications Synced with Sage 100 Contractor®
  • Unlink Subcontractor Payment applications Synced with QuickBooks® Desktop
  • Unlink Subcontractor Payment applications Synced with Sage Intacct®
  • Unlink Subcontractor Payment applications Synced with Acumatica Cloud ERP
  • Unlink Subcontractor Payment applications Synced with Yardi Voyager®
  • Unlink Subcontractor Payment applications Synced with Integration by Ryvit
  • Unlink Subcontractor Payment applications Synced with MYOB Advanced Construction
  • Unlink Subcontractor Payment applications Synced with Xero™

Prerequisites

• Create a Subcontractor Payment application

Steps

1. Navigate to the Project level Payment applications tool. 
2. Click the Subcontractor tab. 
3. Locate the payment application and click its Contract link. 
   This opens the commitment in the Project level Commitments tool. 
4. Choose from these options:
   • To delete a payment application from the 'Invoice' tab in the commitment: Click the Payment applications tab. Then hover your mouse cursor over the payment application row and  click the Delete  icon on the far right.
   • To delete a payment application from the commitment's 'Invoice (Payment application)' page, click the Payment application # link to open it. Then click the Overflow menu and choose Delete from the drop-down menu. 

See Also

• Create a Subcontractor Payment application