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Add a New Payment to the Payments Issued Tab of the Progress Billings Tool

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 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 

Objective

To add a payment to the Payments Issued tab of the Progress Billings tool. 

Background

To keep track of any payments that your company issues for subcontractor payment applications, you can use the steps below to add a payment record to the Payments Issued tab on a commitment. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool. 
       Notes
      • Access permissions to the Payment applications & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Main Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for main contractors, owners and speciality contractors?
      • If you are a collaborator (for example, an payment application contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Main Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the Subcontractor tab. 
  3. Click the link in the Commitment column to open the commitment that you will be issuing payment for.
  4. Click the Payments Issued tab.
  5. Click Edit.
    create-payment-issued.png
  6. Complete the following fields:
    • Payment Application
      Select an existing payment application from the drop-down that the issued payment is attached to.
      Note: If the payment is linked to the payment application, the Payment Status column on the Billings page will update from Unpaid to either Partially Paid or Paid for that payment application's billing period only.
    • Date
      Select the date you wish to record the issued payment.
    • Payment #
      Enter the related payment number for the issued payment.
    • Payment application #
      Enter the related payment application number for the payment issued.
    • Check #
      Enter the related check number for the payment issued.
    • Notes
      Enter any additional notes regarding the issued payment for record purposes.
    • Amount
      Enter the amount of the payment.
    • Attachments
      Attach any relevant files or documents.
  7. Click Add.