Skip to main content
Procore

Create a Payment Received for a Main Contract

  1. Last updated
  2. Save as PDF

Objective

To record a payment received for an upstream payment application on a main contract. 

Background

After you receive a payment from upstream collaborator for an upstream payment application, you can record the payment by adding a line item entry to the 'Payment Received' tab in the main contract. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Main Contracts tool.

Prerequisites

Steps

The steps you use depend on whether you are using the modernised or legacy experience of the Main Contracts tool. 

 Phased Release

Use the steps below if you have the beta experience of the Main Contract's tool. To learn more about this release, see Project Financials: Modernised Experience for Main Contracts.

  1. Navigate to the project's Main Contracts tool. 
  2. Locate the contract to work with, then click its Number link. 
  3. Choose one of these options:
    • Click the Create button and choose Create Payment from the drop-down list. 

      menu-create-payment.png

      OR
    • Click the Payments Received tab and click the Add Payment button. 

      These actions open the Add Payment window. 
  4. In the Add Payment window, do the following:
    add-payment-modal.png
    • Payment application
      Select a payment application from the drop-down list. This lists all the payment applications created for the main contract by name and billing period. 
    • Date
      Use the calendar control to select the date you received the payment.
    • Payment #
      Specify the payment number. This is a free-form text field that you can use to enter a payment number for reference, if desired. 
    • Payment application #
      Enter the payment application number for the payment.
    • Check #
      Enter the check number for the payment.
    • Notes
      Include any additional notes about the payment. 
    • Amount
      Enter the amount of the payment that was received. 
    • Attachments
      Include any attachments related to the payment (e.g. the check or the payment application related to the payment).
  5. Click Add. 
    This adds the payment to the 'Payments Received' table in the 'Payments Received' tab. 
  6. Optional: Follow the above steps to add another payment.
  7. Click the close (x) icon or the Cancel link to close the 'Add Payments' window. 
     Tip
    How do you fix a data entry error? Click the pencil icon in the table to modify your entry. You can also click the rubbish can icon to permanently delete the entry and create a new one. When deleting an entry, Procore prompts you to confirm the delete action. Deleted items cannot be recovered. 
 Legacy Content

Use the steps below if you have the legacy experience of the Main Contract's tool. 

  1. Navigate to the project's Main Contracts tool.
  2. Locate the contract to work with, then click its Number link. 
  3. Choose one of these options:
    • Click the Create Payment button to jump to the 'Payments Received' tab and activate the New Payment entry fields. 
      OR
    • Click the Payments Received tab and click Edit. This opens the New Payment entry fields. 
  4. In the New Payment entry fields, add the following information:
    legacy-prime-contract-payments-received.png
    • Payment application
      Select a payment application from the drop-down list. This lists all the payment applications created for the main contract by name and billing period. 
    • Date
      Use the calendar control to select the date you received the payment.
    • Payment #
      Specify the payment number. This is a free-form text field that you can use to enter a payment number for reference, if desired. 
    • Payment application #
      Enter the payment application number for the payment.
    • Check #
      Enter the check number for the payment.
    • Notes
      Include any additional notes about the payment. 
    • Amount
      Enter the amount of the payment that was received. 
    • Attachments
      Include any attachments related to the payment (e.g. the check or the payment application related to the payment).
  5. Click Add. 
    This adds your entry to the 'Payments Received' table at the bottom of the 'Payments Received' tab. The 'Total' amount at the bottom of Payment Received table also appears in the 'Contract Summary Report' on the main contract. See View Main Contracts. 
    legacy-payments-received.png
  6. Click Save.
    This saves the new entry on the contract. 
     Tip
    How do you fix a data entry error? Simply delete an entry by clicking the RED icon on the right side of each line item in the 'Payment Received' tab. Then create a new payment with the correct information.