Common Questions
Are Vendor Holds automatically applied to new subcontractor invoices?
What roles and permissions are required to manage Invoice and Vendor holds on subcontractor invoices?
Are Vendor Holds automatically applied to new subcontractor invoices?
Yes. When a vendor hold is applied to a subcontractor's Vendor ID, Procore Pay also applies the hold to all invoices associated with that Vendor ID.
What roles and permissions are required to manage Invoice and Vendor holds on subcontractor invoices?
This table details the permissions needed to manage Invoice Holds and Vendor Holds in Procore Pay.
Designated Procore Pay Roles | Permissions Level on Procore Tools | ||||
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Action | Payments Admin 1 | Payments Disburser 1 | 'Admin' on Payments 1 | 'Admin' on Commitments (Invoice Administrator) | 'Read-Only' or 'Standard' on Commitments |
Create an Invoice Hold |
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Edit an Invoice Hold |
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View an Invoice Hold |
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Release an Invoice Hold |
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Create a Vendor Hold |
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Edit a Vendor Hold |
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View a Vendor Hold |
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Release a Vendor Hold |
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1 To create, view, or release a hold as a Payments Admin, Payments Disburser, or 'Admin' on Payments, the user must be granted 'Admin' level permissions on the Project level Commitments tool that contains the invoice.