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Procore (en-GB)

Preview a Subcontractor Payment application

 Phased Release: New Admin & Collaborator Views for Subcontractor Payment applications
On March 23, 2022, the modernised subcontractor payment application experience was turned ON in all Procore project's using Procore's Payment application Management tools. To give you time to preview the design changes, Procore is providing users with the option to switch between the modernised and legacy experience until February 2023. After February 2023, the ability to exit out of the new experience will be removed and the legacy experience will no longer be available in Procore. To learn more, see Financial Management: New Admin & Collaborator Views for Subcontractor Payment applications.

Objective

To learn how to view the summary preview for a subcontractor payment application

Background

After you create a new subcontractor payment application, you can preview what it will look like in its final format by expanding the 'Summary Preview' container in the payment application. 

Things to Consider

  • Required User Permissions:
    • To create a new subcontractor payment application in response to an 'Invite to Bill' before the 'Due Date' of the billing period, 'Read Only' level permissions on the project's Commitments tool and you must be the designated 'Invoice Contact' on the purchase order or subcontract.
       Notes
      • Adding a payment application contact to a purchase order or subcontract also adds the person to the 'Private' list.
      • If you are the designated payment application contact and want to submit a payment application after the 'Due Date,' you must contact the company you performed the work for to request that they create the payment application on your behalf. See Create a Payment Application on Behalf of a Payment Application Contact. Payment application contacts cannot submit payment applications in Procore after the due date passes. 
      • If you are the designated payment application contact and cannot find the 'Invite to Bill' that you were sent, you do NOT need the email message to create a new payment application. As long as it is before the 'Due Date', you can log in to Procore and navigate to the Commitments tool to create the new payment application for the purchase order or subcontract.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor Payment application tab. 
  3. Locate the payment application that you want to preview and click to open it. 
  4. Click the arrow next to 'Summary Preview' to expand the section. 
    This gives you a preview of what the payment application will look like in its final format. 

    summary-preview.png

 

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.