Create a Payment Schedule from the Progress Billings Tool
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 to the far right side of the most recent line item.