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Procore

About Main Contract Payment Applications (Beta)

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 In Beta
This page details the modernised owner payment application experience.

Objective

To provide Procore users with information about main contract payment applications in Procore. 

Background

The Payment application Management solution features the Project level Payment applications tool. This tool handles two types of payment applications: subcontractor payment applications and main contract payment applications. Main contract payment applications originate in the project's Main Contracts tool. Before you can create an owner payment application, your project team must create a main contract for the project, establish a billing period and decide who has permissions to generate a payment application.

 Tip
An Owner Payment application is an application for payment, typically submitted by a Main Contractor (MC) or Construction Manager (CM) to an Owner to provide an itemized record of the amount due for work performed. In Procore, an owner payment application is equivalent to an accounts receivable payment application.

Prerequisites

Steps

Create Your Main Contract Payment Applications in Procore

The steps for creating main contract payment applications in Procore include:

Step Description Learn More
Decide who will have permission to create a payment application. In Procore, only an payment application administrator can create main contract payment applications.  How do I add payment application administrators to Procore?
Optional. Decide if you want to collect signatures with DocuSign® There are two (2) ways to collect signatures on main contracts and payment applications: DocuSign®
Configure the Payment application Management tools Configure the payment applications settings in the Main Contracts and Payment applications tools. See Configure Settings: Main Contracts and Configure Settings: Payment applications. Main Contracts and Payment applications
Establish a billing period Create a billing period and place it in the Open status. A billing period defines the start, end and due date for submitting a payment application. Manage Billing Periods
Create a main contract Main contract payment applications originate from a main contract. You can create multiple main contracts in a Procore project. See Are there any system limitations when projects have multiple main contracts? A main contract must be in the 'Approved' status before you can create a payment application.  Create Main Contracts
Configure the 'Advanced Settings' tab on the main contract  For best results, configure the advanced settings before you add line items to the BOQ and before you create payment applications for the main contract.  Edit the Advanced Settings Tab on a Main Contract
Create a payment application Learn the options for creating payment applications with the Main Contracts tool. Only payment application administrators can create main contract payment applications.  Create Main Contract Payment Applications
Edit a payment application Learn how to edit a payment application. When finished, change its status to Approved.  Edit Main Contract Payment Applications
Optional: Complete the signature process in DocuSign® Once Approved, you can optionally complete the signature process in DocuSign®. Complete Owner Payment Applications with DocuSign®
Optional: Sync payment applications with an integrated ERP system You'll need to determine if your ERP connector supports main contract payment applications. ERP Integrations

See Also