Create a Payment Schedule from the Progress Billings Tool
Limited Release
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
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
Background
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
- Additional Information:
- Procore can automatically notify subcontractors by email when invoices are approved. See Configure Settings: Progress Billings.
- You can define custom text which appears in the footer of payment schedule PDFs. See Configure Settings: Progress Billings.
Prerequisites
- The 'Display Subcontractor Claimed Amounts' option must be enabled in the project's Progress Billings tool’s configuration settings. See Configure Settings: Progress Billings.
- Complete the steps in Create an Invoice on Behalf of an Invoice Contact or Submit a New Invoice as an Invoice Contact.
- In order for amounts to appear on the payment schedule, subcontractors must enter amounts in the 'Work Completed This Period' and 'Materials Presently Stored' columns of the invoice. See Submit a New Invoice as an Invoice Contact.
Steps
- Navigate to the project's Progress Billings tool.
- Click the Subcontractor tab.
- Click the commitment that you want to issue an invoice for.
- Click the Invoices tab.
- Perform one of the following steps:
- Click the PDF icon
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 Invoices screen, select PDF from the Export drop-down list.
Example
- Click the PDF icon