Skip to main content
Procore (en-GB)

Create Main Contract Payment Applications (Beta)

  1. Last updated
  2. Save as PDF
 In Beta 

The content on this page details the modernised experience for main contract payment applications. It is available to Project Financials users who are participating in the Beta program.

Objective

To create an upstream payment application for a main contract, client contract or funding to bill the project's upstream collaborator.

Background

If you're managing a construction project in Procore, you can create an upstream payment application for a main contract, client contract or funding. You can then submit the payment application as a payment application to bill the project's upstream collaborator for your work on a construction project. To learn more, see What is an upstream collaborator? 

 Tip
flag-us.png flag-canada.png What is the Main Contracts tool called in your environment? For customers in the United States and/or Canada, the tool name and terms displayed in Procore's user interface may be different when a Point-of-View dictionary option has been applied in your environment by Procore. To learn about the available dictionary options, see What dictionaries and languages are available in the Procore web application?

Things to Consider

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

Prerequisites

Steps

  1. Navigate to the project's Main Contracts tool.
  2. In the table, locate the contract associated with the payment application to create.
  3. Click the contract's Number link to open it.
    prime-contracts-number.png
  4. In the contract or funding, click the Payment applications tab. 

    prime-contracts-invoices-tab.png
     
  5. Click + Create and choose Create Payment application from the drop-down menu. 
     Tip
    Is this menu option greyed out and unavailable? To select this menu option, the contract must be in the Approved or Complete status. 
    prime-contracts-create-invoice-menu.png

    This opens the 'New Payment application for [Contract]' page.
  6. In the Create Payment application card, do the following:
     Note
    An asterisk (*) below indicates the field is required. 

    create-invoice.png
     
    • Payment application No.
      Enter a payment application number or you may leave it blank and edit it later.
    • Billing Period
      Procore automatically populates this field with the open billing period's dates. If there are no open billing periods, Procore populates this field with the most recent billing period. 
       Tip

      How do you create a billing period? Depending on the tool name in your environment, only an payment application administrator can create billing periods with the Payment applications or Progress Billings tool. See Create Billing Periods. 

    • Populate the Bill of Quantities with Costs from the Selected Billing Period
      Mark this tickbox to turn the setting ON or remove the tick to turn the setting OFF. By default, this setting is turned OFF. 
      • ON. Procore populates the payment application's Bill of Quantities with eligible cost amounts from the selected billing period as follows:
        • Subcontractor payment applications in any Approved status. See What are the default statuses for Procore payment applications?
        • Direct costs with a 'Received Date' in the Approved status with a corresponding budget code in the contract's or funding's Bill of Quantities. 
        • Commitment variations in the Approved status with a corresponding variation or a corresponding budget code in the commitment's Bill of Quantities. 
           Note
          • If the commitment variation is connected to a main contract variation via a change event, it will populate into that main contract variation.
          • If the commitment variation is not tied to a main contract variation, it will populate to a main contract Bill of Quantities line item with a matching budget code.
          • If the commitment variation has neither of the above, it will not populate into the owner payment application.
      • OFF. Procore does NOT populate the Bill of Quantities with costs. Users must manually enter the data in the Bill of Quantities. 
    • Include backup from direct costs and payment applications in the selected billing period . 
      Mark this tickbox to turn the setting ON or remove the tick to turn the setting OFF. By default, this setting is turned ON. 
      • ON.  Updates the payment application's Attachments card in the payment application to contain these sections: Uploaded Attachments, Attachments from Subcontractor Payment applications and Attachments from Direct Costs. Procore adds relevant attachments from the selected billing period to the appropriate section as follows:
      • OFF. The payment application's Attachments card contains only the Uploaded Attachments section and an Upload Attachments button. 
  7. Click Create.
    Procore creates the new payment application. You can now proceed with editing it.  

    Next Step

    See Also