Create a Payment Received for a Prime Contract

 Phased Release

Use the steps below if you have the beta experience of the Prime Contract's tool. To learn more about this release, see Project Financials: Modernized Experience for Prime Contracts.

1. Navigate to the project's Prime Contracts tool. 
2. Locate the contract to work with, then click its Number link. 
3. Choose one of these options:
   • Click the Create button and choose Create Payment from the drop-down list. 
     
     
     
     OR
   • Click the Payments Received tab and click the Add Payment button. 
     
     These actions open the Add Payment window. 
4. In the Add Payment window, do the following:
   
   • Invoice
     Select an invoice from the drop-down list. This lists all the invoices created for the prime contract by name and billing period. 
   • Date
     Use the calendar control to select the date you received the payment.
   • Payment #
     Specify the payment number. This is a free-form text field that you can use to enter a payment number for reference, if desired. 
   • Invoice #
     Enter the invoice number for the payment.
   • Check #
     Enter the check number for the payment.
   • Notes
     Include any additional notes about the payment. 
   • Amount
     Enter the amount of the payment that was received. 
   • Attachments
     Include any attachments related to the payment (e.g. the check or the invoice related to the payment).
5. Click Add. 
   This adds the payment to the 'Payments Received' table in the 'Payments Received' tab. 
6. Optional: Follow the above steps to add another payment.
7. Click the close (x) icon or the Cancel link to close the 'Add Payments' window. 

    Tip

   How do you fix a data entry error? Click the pencil icon in the table to modify your entry. You can also click the trash can icon to permanently delete the entry and create a new one. When deleting an entry, Procore prompts you to confirm the delete action. Deleted items cannot be recovered.