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Procore (en-GB)

Workflow

Interactive Workflow Diagrams

Click the boxes in the workflow diagrams below to open the related tutorial. 

Subcontractor Payment Applications



Accept or Decline an 'Invite to Bill' as a Payment Application Contact
Accept or Decline an '...
DRAFT
DRAFT





START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Payment application Contacts to a Purchase Order or Subcontract
Add Payment application Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...


Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
PROGRESS BILLINGS
PROGRESS BILLINGS
Which tool do you want to use?
Which tool do you want to use?


Add Payment application Contacts to a Purchase Order or Subcontract
Add Payment application Contacts t...
INVOICE CONTACT
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new payment application?
Who will create the new payment application?
Optional Step
Optional Step
LEGEND
LEGEND
Payment application Administrator (an internal user)
Payment application Administrato...
Payment application Contact
(an external collaborator)
Payment application Contact...
Commitments
Commitments
Progress Billings
Progress Billings


BETA
Create a Subcontractor Payment application on Behalf of a Payment Application Contact
BETA...


END
END


Send an 'Invite to Bill' to a Payment Application Contact
Send an 'Invite to...


Revise and Resubmit
a Payment Application as a Payment Application Contact

Revise and Resubmit...
REVISE AND RESUBMIT
REVISE AND RESUBMIT
Does the payment application contact want to submit a payment application for the current billing period?
Does the payment application contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED

Did the Payment application Administrator reject any line items on the payment application?
Did the Payment application Administrator...


END
END
DECLINED
DECLINED

Submit a New Payment application as a Payment Application Contact
Submit a New Payment application as...
BETA
Review a Subcontractor Payment application as an Admin
BETA...
Are you using one of the supported ERP Integrations to sync payment applications? 
(Sage 300 CRE, QuickBooks, Yardi)
Are you using one of the supported...
DRAFT
DRAFT




BETA
Submit a New Payment application as a Payment Application Contact
BETA...
Continued from the 'Create a Commitment' workflow
Continued from the 'Create a C...
Continue to the 'Export Approved Subcontractor Payment applications to ERP' workflow
Continue to the 'Export Approv...