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Procore (en-GB)

Set or Release Retention on a Subcontractor Payment Application

Objective

To set or release retention for line items on a subcontractor payment application with the Invoicing tool. 

Background

Things to Consider

  • Required User Permission:
    • To edit a payment application before/during/after the current billing period,  'Admin' on the Commitments tool
      OR
    • To edit a payment application, during the current billing period only, 'Standard' on the Commitments tool. 
      AND
      • A member of the 'Private' drop-down list on the commitment.
        Note: Members of the 'Private' list are automatically added as an 'Payment Application Contact' on the commitment. See Create Payment Application Contacts.
         Note
        Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Main Contracts or Commitments tool, as well as the privacy and payment application contact settings set on each main contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Payment Applications.
  • Prerequisites:
  • Additional Information:
    • To set the same percentage of retention on all line items in the payment application, enter a value to apply to all line items in the payment application.
    • To release retention on all line items, enter a value  to apply to all line items. This move the desired percentage from the 'Currently Retained' column to the 'Released This Period' column.
    • For customers in Australia flag-australia.png, you can also manage withholding using the sliding scale retention feature. To learn more, see What is sliding scale retention?

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab. 
  3. Locate the commitment that you want to work with and click its link in the Commitment column. 
  4. Click the Payment Applications tab. 
  5. Locate the payment application to work with and click Edit
  6. Click the Detail tab in the payment application.
  7. Click the Edit button. 
  8. Choose one of the following:

Set Retention on All Line Items

Release Retention on All Line Items