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Procore (en-CA)

Create a Payment Schedule

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 Note
flag-australia.png This tutorial discusses a feature that is available to Procore customers in Australia and New Zealand.

Objective

To create a payment schedule 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 schedule 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 schedules to facilitate the invoice approval process, as well as claims of work performed by subcontractors.

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

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Prime Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an invoice contact for a subcontracting company that is performing work for a general contractor managing your contract in Procore), your ability to perform invoice-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Prime Contracts tool.
        • Your membership on the 'Private' list of a specific prime contract, purchase order, or subcontract.
        • Your designation as an 'Invoice Contact' on a prime contract, purchase order or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Additional Information:

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Click the commitment that you want to issue an invoice for.
  4. Click the Invoices 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 Invoices 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

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.