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Add a New Payment to the Payments Issued Tab of the Progress Billings Tool

 Limited Release
flag-us.png flag-canada.png 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

Objective

To add a payment to the Payments Issued tab of the Progress Billings tool. 

Background

To keep track of any payments that your company issues for subcontractor invoices, you can use the steps below to add a payment record to the Payments Issued tab on a commitment. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool. 

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the Subcontractor tab. 
  3. Click the link in the Commitment column to open the commitment that you will be issuing payment for.
  4. Click the Payments Issued tab.
  5. Click Edit.
    create-payment-issued.png
  6. Complete the following fields:
    • Invoice
      Select an existing invoice from the drop-down that the issued payment is attached to.
      Note: If the payment is linked to the invoice, the Payment Status column on the Billings page will update from Unpaid to either Partially Paid or Paid for that invoice's billing period only.
    • Date
      Select the date you wish to record the issued payment.
    • Payment #
      Enter the related payment number for the issued payment.
    • Invoice #
      Enter the related invoice number for the payment issued.
    • Check #
      Enter the related check number for the payment issued.
    • Notes
      Enter any additional notes regarding the issued payment for record purposes.
    • Amount
      Enter the amount of the payment.
    • Attachments
      Attach any relevant files or documents.
  7. Click Add