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Procore (en-GB)

Delete a Subcontractor Payment application from the Payment Applications Tool

Objective

To delete a subcontractor payment application from a purchase order or subcontract using the project's Payment applications tool. 

Background

You can use the steps below to delete a subcontractor invoice from a purchase order or subcontract. Once deleted, the data is permanently removed from Procore and cannot be retrieved. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
      OR
    • 'Standard' level permissions on the project's Commitments tool, if the payment application is in the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore payment applications? 
       Notes
      • Access permissions to the Payment applications & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Main Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an payment application contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Main Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  • Additional Information:
    • You can only delete the most recent payment application on a commitment.
    • Delete actions are recorded in the Change History tab on the commitment. 
  • Limitations:
    • Once deleted, the data is permanently removed from Procore and cannot be retrieved. 

Steps

Choose the following options for deleting a subcontractor payment application:

Delete a Payment Application from the Payment applications Tab

  1. Navigate to the project's Payment applications or Progress Billings tool. 
     Note
    The name of the Procore tool in your environment depends on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
  2. Click the Subcontractor tab. 
  3. Locate the payment application that you want to delete. Then click its Contract link. 
    This action opens the contract associated with the selected payment application in the project's Commitments tool. 
  4. In the contract, click the Payment applications tab. 
  5. Locate the payment application to delete in the 'Invoices (Payment applications)' section. You can only delete the most recent payment application on a commitment. The click the RED (x) icon. 

Delete a Payment Application from the Contract's 'Invoice (Payment application)' Page

  1. Navigate to the project's Payment applications or Progress Billings tool. 
     Note
    The name of the Procore tool in your environment depends on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
  2. Click the Subcontractor tab. 
  3. Locate the payment application that you want to delete. You can only delete the most recent payment application on a commitment. Then click its Payment application # link. 
    This action opens the contract associated with the selected payment application in the project's Commitments tool. The Summary tab is visible by default. 

    delete-subcontractor-invoice-button.png
  4. Click the Delete button. 

 

If you would like to learn more about Procore's payment application management software and how it can help your business, please visit our construction payment application management software product page icon-external-link.png.