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Create a Payment Schedule (Legacy)

 Legacy Content

This page details the legacy experience for the Project level Commitments tool. 


To create a payment schedule for the subcontractor invoice as an invoice administrator.


Construction businesses operating in Australia and New Zealand are creating payment schedules to facilitate the invoice approval process, as well as claims of work performed by downstream collaborators. In a typical payment schedule workflow, downstream collaborators submit invoices for work performed. The upstream collaborator reviews the invoice and approves the amounts on the claim.

flag-australia.png The Payment Schedule feature is designed for Procore users in Australia and New Zealand to satisfy the legal requirement to provide claimants with a payment schedule. However, this feature is available for use by all Invoice Management users. 

A payment schedule is then created for the invoice to show the following information:

  • Claimed amounts
  • All 'Approved' amounts
  • Reasons for 'Rejected' amounts

Things to Consider



  1. Navigate to the Project level Commitments tool. 
  2. Click the Contracts tab. 
  3. Locate the commitment associated with the invoice that you want to create the payment schedule for. 
  4. Click the commitment's Number link to open it. 
  5. Click the Invoices tab. 
  6. Choose from these options:
    • Locate the invoice line item in the table. Then click the PDF icon-pdf.png icon on the right side of the line item. 
    • Locate the invoice line item in the table, then click its View button. Click the Export button and choose PDF from the drop-down menu.

The example below shows you a sample payment schedule. 


The illustration below shows you an example of a payment schedule.