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Procore (en-GB)

Create a Payment Programme from the Progress Billings Tool

 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 Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options
 Note
flag-australia.png This feature was designed for Procore customers in Australia and New Zealand who have a legal requirement to provide claimants with a payment schedule. However, this feature is available for use by all Procore customers using the Project level Commitments & Project Billings tools. 

Objective

To create a payment programme that contains subcontractor claimed amounts, approved amounts and reasons for the difference between claimed and approved amounts.

Background

In Australia and New Zealand, a payment programme is a legal notice that is served on a claimant in response to a claim for payment. Construction businesses operating in Australia and New Zealand are creating payment programmes to facilitate the payment application approval process, as well as claims of work performed by subcontractors.

In a typical payment programme workflow, subcontractors submit a payment application for work performed. The main contractor will review the payment application and either approve or reject the amounts that the subcontractor is claiming for work performed. When a payment programme is created from the payment application, the amounts claimed, amounts approved and reasons for rejected amounts will be noted on the payment programme form.

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 language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • 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.
  • Additional Information:

Prerequisites

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the Subcontractor tab.
  3. Click the commitment that you want to issue an payment application for.
  4. Click the Payment Applications tab.
  5. Perform one of the following steps:
    • Click the PDF icon icon-export-pdf.png to the far right side of the most recent line item.
      OR
    • Click View next to the most recent line item and then on the Payment Applications screen, select PDF from the Export drop-down list.
      Example
      The illustrations below show the 'Application and Certificate for Payment.' The first page provides a summary and the second page provides line item detail.  
      payment-schedule-doc-summary.png
      payment-schedule-doc-detail.png