Create Main Contract Payment Applications (Beta)

Objective

To generate an owner payment application to bill an upstream collaborator for work on a main contract.

Background

When managing your construction project in Procore, you can generate an owner payment application to bill an upstream collaborator on a main contract. Then, submit the owner payment application.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Main Contracts tool.
• Additional Information:
  • About Group Row Billing on Main Contract Payment Applications 
  • Approved budget changes are reflected in new payment applications by default.
  • If budget changes and variations are approved after a payment application is created, you can configure Procore to add approved changes to main contract payment applications. See About Budget Changes on Main Contract Payment Applications.

Prerequisites

• Create Main Contracts 
• Approve Main Contracts
• Create a Billing Period. See Manage Billing Periods.

Steps

1. Navigate to the project's Main Contracts tool.
2. Find the contract for which you want to generate a payment application. 
3. In the Number column, click the link to open it.
   
4. In the contract, click the Payment applications tab. 
   
   
    
5. Click + Create and choose Create Payment application from the drop-down menu. 

    Tip

   Is the menu option greyed out? To activate this option, place the contract into the Approved or Complete status. 
   
   
   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. 
   • Payment application No.*
     Enter a payment application number.
   • Billing Period
     Procore selects the open billing period's date range or, if no open period, the most recent period's date range.

      Tip

     How do you create a billing period? Only an payment application administrator can create billing periods with the Payment applications tool. See Create Billing Periods. 

7. Choose the prefill settings to populate the new payment application.
   • Mark a tickbox to turn the setting ON.
     OF
   • Remove a mark from a tickbox to turn the setting OFF.  

      Tip

     Want to save time and improve data entry efficiency? Procore can populate an owner payment application with financial data from eligible subcontractor payment applications, direct costs and commitment variations. For details, see How does Procore automatically complete amounts on an owner payment application?
8. Click Create.
   Procore creates the payment application. Continue with the next step.

Next Step

• Edit Main Contract Payment Applications

See Also

• About Main Contract Payment Applications