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

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. 

• For companies using the  ERP Integrations tool:

  • 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

• You or another user must create a payment application to delete:
  • Create a Payment Application on Behalf of a Payment Application Contact
  • Create a Payment Application for Release of Retention
  • Submit a New Payment application as a Payment Application Contact

Steps

Choose the following options for deleting a subcontractor payment application:

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

See Also

• Delete a Subcontractor Payment application from the Commitments Tool