Payment Applications

 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Speciality Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for main contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      Main Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Speciality Contractors

      English (Speciality Contractor Terminology)
      Payment Applications Payment Applications Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client MC/Client
      Main Contract Variation Funding Variation Client Contract Variation
      Main Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Bill of Quantities (SBOQ) Contractor Bill of Quantities (CBOQ) Subcontractor Bill of Quantities (SBOQ)

With Procore's Payment applications tool, your company can simplify the payment application collection, review and approval process on all of your construction projects. Payment applications that once took days to complete, can now be processed in a few minutes using Procore's paperless payment application management features. The Payment applications tool is designed specifically for Procore users with  'Admin' permission on the Commitments and/or Main Contracts tool.

  • Generate accurate payment applications for owner and subcontractor contracts
  • Streamline the collection, review and approval process with billing stakeholders
  • Increase confidence that payment application amounts match work completed to reduce rework and prevent overbilling

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Billing Periods
Subcontractor Payment Applications
Payment applications Settings & Configuration
Main Contract Payment Applications
Integrations
 Tip

To browse and search all Procore training videos, visit our video library.

Configure Invoicing Settings
 
Set Up Invoicing - Owner
 
Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor
 
Create an Owner Invoice - General Contractor
 
Create a Contractor Invoice on Behalf of a Contractor - Owner
 
Create a Client Invoice - Owner
 
Create and Send Subcontractor Invoice Invitations - General Contractor
 
Create and Send Contractor Invoice Invitations - Owner
 
Submit an Invoice - Subcontractor as Collaborator
 
Review a Subcontractor Invoice - General Contractor
 
Review a Contractor Invoice - Owner
 
Review an Owner Invoice - Owner
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Invoicing Settings

 

Create and Send Subcontractor Invoice Invitations

 

Create a Subcontractor Invoice on Behalf of a Subcontractor

 

Create a Client Invoice

 

Review a Subcontractor Invoice

 

Specialty Contractor - Create Client Progress Billings

 

Specialty Contractor - Set Up Progress Billings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Create Subcontractor Progress Billings on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Send Subcontractor Progress Billings Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit an Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Set Up Invoicing

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create and Send Contractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Contractor Invoice on Behalf of a Contractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review a Contractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner as Collaborator - Review an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Review Progress Billings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitment Management

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitments Configuration

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor
 
Create an Owner Invoice - General Contractor
 
Create and Send Subcontractor Invoice Invitations - General Contractor
 
Review a Subcontractor Invoice - General Contractor
 
Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor
 
Create an Owner Invoice - General Contractor
 
Create and Send Subcontractor Invoice Invitations - General Contractor
 
Review a Subcontractor Invoice - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor
 
Create an Owner Invoice - General Contractor
 
Create and Send Subcontractor Invoice Invitations - General Contractor
 
Review a Subcontractor Invoice - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor
 
Create an Owner Invoice - General Contractor
 
Create and Send Subcontractor Invoice Invitations - General Contractor
 
Review a Subcontractor Invoice - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Invoicing Settings
 
Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor
 
Create an Owner Invoice - General Contractor
 
Create and Send Subcontractor Invoice Invitations - General Contractor
 
Review a Subcontractor Invoice - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Invoicing Settings
 
Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor
 
Create an Owner Invoice - General Contractor
 
Create and Send Subcontractor Invoice Invitations - General Contractor
 
Review a Subcontractor Invoice - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor
 
Create an Owner Invoice - General Contractor
 
Create and Send Subcontractor Invoice Invitations - General Contractor
 
Review a Subcontractor Invoice - General Contractor
 
Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor
 
Create an Owner Invoice - General Contractor
 
Create and Send Subcontractor Invoice Invitations - General Contractor
 
Review a Subcontractor Invoice - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Invoice on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Invoicing Settings
 
Set Up Invoicing - Owner
 
Create a Subcontractor Invoice on Behalf of a Subcontractor - General Contractor
 
Create an Owner Invoice - General Contractor
 
Create a Contractor Invoice on Behalf of a Contractor - Owner
 
Create a Client Invoice - Owner
 
Create and Send Subcontractor Invoice Invitations - General Contractor
 
Create and Send Contractor Invoice Invitations - Owner
 
Submit an Invoice - Subcontractor as Collaborator
 
Review a Subcontractor Invoice - General Contractor
 
Review a Contractor Invoice - Owner
 
Review an Owner Invoice - Owner
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Invoicing Settings

 

Create and Send Subcontractor Invoice Invitations

 

Create a Subcontractor Invoice on Behalf of a Subcontractor

 

Create a Client Invoice

 

Review a Subcontractor Invoice

 

Specialty Contractor - Create Client Progress Billings

 

Specialty Contractor - Set Up Progress Billings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Create Subcontractor Progress Billings on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Send Subcontractor Progress Billings Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit an Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Set Up Invoicing

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create and Send Contractor Invoice Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Contractor Invoice on Behalf of a Contractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review a Contractor Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner as Collaborator - Review an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Review Progress Billings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitment Management

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitments Configuration

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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Procore

Payment applications - FAQ

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© 2025 Procore Technologies, Inc.

 

Subcontractor Invoices

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Procore

Payment applications - User Permissions

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User access to the Project level Payment applications tool depends on the user's access permission to the contracts in the Project level Main Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Payment applications tool. 

PAYMENT applications

Show/Hide Permissions  

Learn which user permissions are required to take the described actions in this tool.

 Important

Permissions for Payment applications are granted by assigning permissions for the Project level Commitments tool.

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Bulk Edit Subcontractor Payment application Status with the Payment Applications Tool

 Web  

       check-green2.png  

Bulk Send Subcontractor Payment applications to DocuSign® with the Payment Applications Tool

 Web

       check-green2.png  

Compile Subcontractor Payment application Backups with the Payment Applications Tool

 Web

       check-green2.png  

Configure Settings: Payment Applications

 Web

       check-green2.png  

Create Automatic Billing Periods

 Web

       check-green2.png  

Create Manual Billing Periods

 Web

       check-green2.png  

Edit Billing Periods

 Web

       check-green2.png  

Manage Billing Periods

 Web

       check-green2.png  

Main Contracts 

Show/Hide Permissions  

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the project's Main Contracts tool? 

Action None Read Only Standard Admin Notes

Create a Main Contract Payment Applications 

 Web  

 

       check-green2.png  

Create a Record for a Payment Received

 Web

       check-green2.png  

Delete Main Contract Payment Applications

 Web

       check-green2.png  

Edit Main Contract Payment Applications

 Web

       check-green2.png  

Email Main Contract Payment Applications

 Web

       check-green2.png  

Export Main Contract Payment Applications

 Web

       check-green2.png  

View a Summary Preview of an Owner Payment application

 Web

       check-green2.png  

View a Main Contract That is Not Private

 Web     iOS     Android

   check-green2.png check-green2.png check-green2.png  

View a Private Main Contract You were Added To

 Web     iOS     Android

  

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 check-green2.png
  • Users with 'Read Only' or 'Standard' level permissions must also be added to the 'Private' field in the client contract. See Create Main Contracts.
  • This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Commitments 

Show/Hide Permissions  

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the project's Commitments tool?

 PROCORE SUPPORT: INTERNAL NOTES

Some Procore customers choose to grant downstream collaborators a higher level of permissions than documented in this matrix. Although this practice is supported, it is NOT recommended for the reasons stated below: 

  • 'Standard' level permissions on the project's Commitments tool. Although this permission gives designated payment application contacts the ability to create payment applications with the Commitments tool, it also gives users permission to see ALL purchase orders and subcontracts that are NOT marked 'Private.' Because payment application contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to payment application contacts. 
  • 'Admin' level permission on the project's Commitments tool. Although this permission gives users the ability to create payment applications, it gives the user full edit access to all of the commitments in the project's Commitments tool. It also gives the user permission to create payment applications before and after the 'Due Date.' Because payment application contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to payment application contacts. 

 

Action None Read Only Standard Admin Notes

Accept or Decline an 'Invite to Bill' as a Payment Application Contact

 Web   

  

icon-mindtouch-table-check.png

 

 Users must also be the payment application contact on the purchase order or subcontract.

Add a New Payment to the Payments Issued Tab of a Commitment

 Web    

       check-green2.png  

Add Payment application Contacts to a Purchase Order or Subcontract

 Web 

       check-green2.png  

Add a Subcontractor BOQ to a Commitment

 Web   

       check-green2.png  

Create a Payment Issued

 Web   

       check-green2.png  

Create a Purchase Order

 Web     iOS     Android

  

icon-mindtouch-table-check.png

  • Create a Purchase Order Contract

icon-mindtouch-table-check.png

  • Create a Purchase Order Contract
 check-green2.png This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished.
 

Create a Payment Application on Behalf of a Payment Application Contact

 Web   

  

 

 

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Create a New Subcontractor Payment application as a Payment Application Contact

 Web    

  

icon-mindtouch-table-check.png

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   Users with 'Read Only' level permissions must also be designated as an payment application contact on the purchase order or subcontract.

Create a Subcontractor Payment application for Release of Retention Before, During or After the Current Billing Period

 Web    

    

 

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Create a Subcontractor Payment application for Release of Retention During the Current Billing Period

 Web    

    

icon-mindtouch-table-check.png

 

 check-green2.png Users with 'Standard' level permissions must also be designated as an payment application contact on the purchase order or subcontract.

Create a Subcontractor Bill of Quantities (SBOQ)

 Web

  

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  • Create Purchase Order 
    AND
  • Create Subcontract

icon-mindtouch-table-check.png

  • Create Purchase Order 
    AND
  • Create Subcontract
 check-green2.png  

Create a Payment Received for a Main Contract

 Web    

       check-green2.png  

Delete a Subcontractor Payment application

 Web   

  

icon-mindtouch-table-check.png

  • Update Purchase Order Contract
    AND
  • Update Work Order Contract

icon-mindtouch-table-check.png

  • Update Purchase Order Contract
    AND
  • Update Work Order Contract 
 check-green2.png  

Edit a Commitment's Bill of Quantities

 Web     iOS     Android

  

icon-mindtouch-table-check.png

  • Update Purchase Order Contract
    AND
  • Update Work Order Contract

icon-mindtouch-table-check.png

  • Update Purchase Order Contract
    AND
  • Update Work Order Contract 
 check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

Edit a Purchase Order

 Web     iOS     Android

       check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.
 

Enable or Disable a Subcontractor BOQ Tab on a Commitment

 Web   

       check-green2.png  

Enable the Payments Issued Tab on a Commitment

 Web   

       check-green2.png  

Forward a Subcontractor Payment application by Email

 Web   

     check-green2.png check-green2.png  

Review a Subcontractor Payment application as a Payment Application Administrator

 Web    

       check-green2.png  

Review Payment Application Line Items as a Payment Application Contact

 Web   

  

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 Users with 'Read Only' or 'Standard' level permissions must also be designated as an payment application contact on the purchase order or subcontract.

Revise & Resubmit a Subcontractor Payment application as a Payment Application Contact

 Web    

  

icon-mindtouch-table-check.png

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 Users with 'Read Only' or 'Standard' level permissions must also be designated as an payment application contact on the purchase order or subcontract.

Search Commitments 

 Web     iOS     Android

   check-green2.png check-green2.png check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.
 

Send an 'Invite to Bill' to a Payment Application Contact

 Web  

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Set or Release Retention on a Subcontractor Payment application Before, During or After the Current Billing Period

 Web   

    

 

 check-green2.png  

Set or Release Retention on a Subcontractor Payment application During the Current Billing Period

 Web   

   icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

 check-green2.png Users with 'Standard' level permissions must also be designated as an payment application contact on the purchase order or subcontract.

Submit a New Payment application as a Payment Application Contact

 Web   

  

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 Users with 'Read Only' or 'Standard'  level permissions must also be the payment application contact on the purchase order or subcontract.

Update a Subcontractor Bill of Quantities as a Payment Application Contact from the Payment Applications Tool

 Web

  

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

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 Users with 'Read Only' and 'Standard' level permissions must also be an payment application contact.
© 2025 Procore Technologies, Inc.

 

 Below are the notable changes to the project's Payment applications tool (also known as the Progress Billings tool in some accounts).

Recent Changes

Enhanced Owner Payment application Columns for Improved Financial Management (15/08/2025)

Procore has released additional columns and minor name changes within the Owner Payment application Bill of Quantities to enhance financial data visibility and management for construction stakeholders. The Owner Payment application feature now includes columns such as Gross Amount, Net Amount, along with Previous and Current Changes. These additions help you make more informed decisions and streamline financial processes. 

Commitment Payment application Columns: Enhancements for Financial Management (15/08/2025)

Procore has introduced additional columns and minor name changes within the Commitment Payment application Bill of Quantities section of the Payment application Management solution, enhancing the visibility and management of financial data for construction stakeholders. The Commitment Payment application feature now includes columns such as Gross Amount, Net Amount and Commitment Value, providing users with detailed payment application information to make informed decisions.

Modernised InvoiCE Management TOOL(15/08/2025)

The Payment application Management Tool now has a modernised, more intuitive layout and design. There are no changes to functionality.

Routing Commitment Payment applications based on Commitment Custom Fields (13/08/2025)

Procore enables users to configure and route Commitment Payment application Workflows based on custom fields set on the parent Commitment. The Commitment Payment application Workflow feature allows users to automate payment application routing, reducing manual intervention and minimizing errors.  Learn more about this feature by visiting Create a Workflow Template.

Beta  Enhanced Owner Payment application Columns for Improved Financial Management (09/06/2025)

Procore has released additional columns and minor name changes within the Owner Payment application Bill of Quantities to enhance financial data visibility and management for construction stakeholders. The Owner Payment application feature now includes columns such as Gross Amount, Net Amount, along with Previous and Current Changes. These additions help you make more informed decisions and streamline financial processes.

Beta  Commitment Payment application Columns: Enhancements for Financial Management (09/06/2025)

Procore has introduced additional columns and minor name changes within the Commitment Payment application Bill of Quantities section of the Payment application Management solution, enhancing the visibility and management of financial data for construction stakeholders. The Commitment Payment application feature now includes columns such as Gross Amount, Net Amount and Commitment Value, providing users with detailed payment application information to make informed decisions.

Beta  Modernised InvoiCE Management TOOL(16/06/2025)

The Payment application Management Tool now has a modernised, more intuitive layout and design. There are no changes to functionality.

Beta  Routing Commitment Payment applications based on Commitment Custom Fields (29/04/2025)

Procore enables users to configure and route Commitment Payment application Workflows based on custom fields set on the parent Commitment. The Commitment Payment application Workflow feature allows users to automate payment application routing, reducing manual intervention and minimizing errors.  Learn more about this feature by visiting Create a Workflow Template.

Commitment Payment application retention controls Now In General Availability (10/02/2025) 

Procore is pleased to announce the general availability of commitment payment application retention controls for Payment application Management. The new 'Subcontractor Default Payment application Type' drop-down in Configure Settings: Payment applications lets 'Admin' users determine billable columns—Work and Materials, and/or Retention. 'Admin' users can select billing options when sending invites to bill and set a default payment application type for payment applications created by subcontractors without an invite. Learn more about this feature by visiting Send an Invite to Bill to a Payment Application Contact and Accept or Decline an Invite to Bill as a Payment Application Contact. 

Automated Movement of Stored Materials on Payment applications Now In General Availability (10/02/2025)

Procore is pleased to announce the general availability of automated movement of stored materials on payment applications. This feature automatically transfers stored materials balances to the "Work Completed from Previous Application" column on subsequent payment applications, streamlining the payment applications process for both owners and subcontractors. This functionality eliminates manual adjustments and reduces the risk of errors, saving you time and improving accuracy. Learn more about this feature by visiting About Stored Materials.

Conditional Routing for Commitment Payment applications Based on Stored Materials Now Generally Available (28/01/2025)

Procore has introduced a new feature in the Workflows tool that allows Project Managers and Project Accountants to route commitment payment applications through workflow steps based on Materials Stored Amount. The Materials Stored Amount option enables users to set a monetary threshold for workflow routing, allowing conditional routing of workflows based on a specified amount of Stored Materials. To learn more, see Create a Workflow Template and What are the different types of steps in a workflow?

Enhanced Commitment Payment applications Workflow Conditionals (06/01/2025)

Procore updated the Workflows tool with new conditional routing options for subcontractor payment applications to improve flexibility. Payment applications can now be routed through workflow steps based on factors such as Gross Amount, Retention Released Amount, Total Retention Released and Total Completed and Stored to Date. See Create a Workflow Template and What are the different types of steps in a workflow?

Beta  Commitment Payment application retention controls for payment application management (10/12/2024)

A new ‘Subcontractor Default Payment application Type’ drop-down in Configure Settings: Payment applications allows ‘Admin’ users to determine what columns are billable on a payment application–Work and Materials, and/or Retention. When sending invites to bill, ‘Admin’ users can now select what can be billed for on the payment application created from that invite. Users can also set a default payment application type for payment applications created by subcontractors who aren’t sent an invite. See Send an Invite to Bill to a Payment Application Contact and Accept or Decline an Invite to Bill as a Payment Application Contact. 

Bill for Stored Materials on Unit Quantity Contracts (11/11/2024)

Procore is excited to announce the general availability of the Stored Materials on Unit Quantity Contract Payment applications, allowing Procore Payment application Management users to bill for and track stored materials directly in Procore’s Unit/Quantity-based subcontractor and main contract payment applications. These capabilities enhance efficiency and help teams ensure accurate billing. To learn more, see About Stored Materials on Payment applications.

Beta  Automated Movement of Stored Materials on Payment applications (12/08/2024)

Procore implemented a configuration that, when enabled, automatically moves Stored Materials balances to the Work Completed from Previous Application column on the next payment application created. This configuration applied to both Owner and Subcontractor Payment applications. To access the new stored materials functionality, teams must join the Closed Beta program for Automated Movement of Stored Materials. For information, contact your Procore point of contact. To learn more, see About Stored Materials.

Beta  Bill for stored materials on unit/quantity-based Contracts (15/08/2024)

Teams participating in the Owner Payment application and Subcontractor Payment application Beta programmes can now bill for stored materials using the ‘Unit/Quantity-Based’ accounting method. Billing for stored materials on payment applications helps contractors recover costs and ensures accurate documentation by differentiating between installed and stored materials. To access the new stored materials functionality, teams must join the Closed Beta program for Unit/Quantity-Based contracts for each payment application type. For information, contact your Procore point of contact. To learn how to use the functionality, see About Stored Materials on Payment applications.

Include Procore Pay Lien Waivers in Subcontractor Payment application Backups (12/08/2024)

Procore has updated the Project level Payment applications tool for payors using Procore Pay. Now, when compiling a subcontractor payment application backup, the system includes any first- and sub-tier lien waivers in the downloadable PDF backup file. This enhancement streamlines documentation, providing comprehensive proof of payment and supporting documents need to efficiently resolve non-payment disputes. See Compile Subcontractor Payment application Backups with the Payment Applications Tool. 

Improved File Names for Subcontractor Payment application Backup PDFs (12/08/2024)

Whenever a user compiles a subcontractor payment application backup, Procore sends the user an email when the file is ready to download. Before this update, Procore always named the backup file "subcontractor_invoice_backup.pdf". To improve clarity and ease of identification, Procore now automatically appends the project name, project number, date and time of the compile in the file name. For an example, see Compile Subcontractor Payment application Backups with the Payment Applications Tool. 

Improved Sorting in Subcontractor Payment application Backup PDFs (06/08/2024)

When compiling subcontractor payment application backups, Procore now sorts payment applications by 'Contract #' in ascending order. It also applies a secondary sort by 'Invoice Position' number. This improves the clarity and organisation of the payment applications included in the downloadable backup file. To learn more, see Compile Subcontractor Payment application Backups with the Payment Applications Tool. 

Variation Titles Now Display on Owner Payment application PDFs (25/07/2024)

Now, when you export owner payment application PDFs, you will see the complete titles of your variations, not just the numbers, bringing clarity and ease to your payment applications process. Before exporting, simply apply the Main Contract Variation, Potential Variation, or Variation Request options to the Bill of Quantities using the 'Select Groups to Display' menu for both the 'Industry Standard' and 'Custom Configuration' column views. To learn more, see Export Main Contract Payment Applications.

Improved Subtotals Display on Owner Payment application PDFs (22/07/2024)

To enhance the consistency and clarity of continuation sheets on exported owner payment application PDFs, Procore updated group subtotals to appear at the bottom of each group, instead of at the top within the row group heading. Additionally, any extra groupings were also displayed at the bottom, aligning with industry expectations for a cleaner, more organised presentation. To learn how to export an owner payment application, see Export Main Contract Payment Applications.

Beta  Prefill Owner Payment application Retention Amounts on Main Contract Payment Applications (16/07/2024)

For users participating in the Owner Payment application Beta program, you can now automatically populate retention amounts from subcontractor payment applications. The owner payment application prefill feature reduces manual entry and ensures accurate entry of held and released retention amounts. To learn more, see How does Procore automatically complete amounts on an owner payment application? (Beta) and Create Main Contract Payment Applications (Beta).

Updated Export > PDF with Attachments Option for Subcontractor Payment applications (24/05/2024)

Procore has updated the Export > PDF with Attachments menu option to download the compiled PDF file with attachments directly to your computer. Before the update, Procore send the PDF to you by email when the payment application and attachments were ready. To learn more, see Export a Subcontractor Payment application.

IMPROVED ROW GROUPS ON OWNER INVOICE SCHEDULE OF VALUES (24/05/2024)

When you create a new owner payment application, the row groups on the new payment application's Bill of Quantities now mirror the user's most recent groupings from the previous payment application. This consistency makes data entry easier, especially when users create new payment applications for progress payments. To learn how to create a payment application, see Create Main Contract Payment Applications. 

Customise OWNER INVOICE NUMBERING System ON MODERNISED EXPERIENCE (20/05/2024)

For users on the modernised owner payment application experience, Procore has updated its payment application numbering system. Users can now create a customised numbering scheme that automatically increments to the next number in the sequence when creating future payment applications. To learn more, see Can I customise the numbering system for financial objects in Procore?

Budget Changes on Owner Payment applications (13/05/2024)

Budget Changes is now available on owner payment applications. The highly-anticipated feature allows clients to directly include approved budget changes in main contract payment applications, improving transparency with the use of contingency funds. Users can simplify their billing process and reduce the need for separate Main Contract Variations. This feature is only available for clients that are opted into the Modernised Owner Payment application Experience and are migrated to the new Budget Changes tool. To learn more, see About Budget Changes on Main Contract Payment Applications.

improved navigation for bill of quantities (19/04/2024)

When modifying a cell in the Bill of Quantities table, users can now input content and easily move to the next cell after completing updates. 

Main Contract Payment Applications added to Workflows Open Beta (13/03/2024)

Main Contract Payment Applications has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Payment application Workflow.

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETENTION IS RELEASED (24/04/2023)

Subcontractor payment applications have a new warning banner that will appear when retention is released. The banner will appear from the Bill of Quantities (BOQ) card once retention amount is entered and released. See Set or Release Retention on a Subcontractor Payment application.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Payment application Experience Date (26/01/2023) 

The option to switch between the beta and legacy subcontractor payment application experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Payment applications.