About Holds In Procore Pay

Key features for managing holds in Procore Pay include the ability to:

• Configure Procore Pay to prevent invoice payments until holds are released

• Create Invoice Holds or Vendor Holds on subcontractor invoices

• Alert users when holds are applied on subcontractor invoices

• Manage holds on subcontractor invoices from the Payments tool

• Manage holds on subcontractor invoices from the Commitments tool

• Manage holds on subcontractor invoices from the Invoicing tool

Configure Procore Pay to prevent invoice payments until holds are released

Users have the option to configure the Payments tool to prevent Procore Pay from paying subcontractor invoices when holds are applied. To do this, a Payments Admin or Company Admin can choose from these configurations:

• Required and Prevents Payment. Alerts users when holds are applied to subcontractor invoices and prevents users from creating disbursements to pay those invoices until holds are released.

• Required but Allows Payment. Alerts users when holds are applied to subcontractor invoice and allows users to create disbursements to pay those invoices when holds are active.

• Not Required. Turns the alert feature OFF and doesn't notify users of holds or prevent payments for subcontractor invoices.
  
  

Create Invoice Holds or Vendor Holds on subcontractor invoices

With Procore Pay, authorized users can create and apply different hold types subcontractor invoices:

• Invoice. Payments Admins, Payments Disbursers, and Invoice Administrators can apply an invoice hold to notify users to pause payment for a specific subcontractor invoice.

• Vendor. Payments Admins and Payments Disbursers can apply a vendor hold to a subcontractor invoice to notify users to pause payments for all subcontractor invoices associated with a specific vendor ID.
  

Alert users when holds are applied on subcontractor invoices

Procore Pay alerts users about holds with an alert icon in the Manual Holds column of the Subcontractor Invoices tab of the Payments tool. It also alerts users by displaying a banner for users viewing the impacted invoices.

Manage holds on subcontractor invoices from the Payments tool

Payment Admins and Payment Disbursers can create, edit, view, and release Invoice or Vendor holds on subcontractor invoices from the Payments tool. They can also manage both types of holds on subcontractor invoices from the Commitments or Invoicing tool.

In the Payment Requirements panel on the Payments tool, you can do the following:

• To create and apply an Invoice or Vendor hold, click Create Hold. See Create and Apply a Manual Hold on an Invoice.

• To edit an existing hold, click Edit. See Edit a Manual Hold on an Invoice.

• To release a hold, find the hold to release and click Release. Release a Manual Hold on an Invoice.

Manage holds on subcontractor invoices from the Commitments tool

Payment Admins and Payment Disbursers who have also been granted invoice administrator permissions can create, edit, view, and release Invoice or Vendor holds on subcontractor invoices from the Commitments tool. They can also manage both types of holds on subcontractor invoices from the Invoicing or Payments tool. See Create and Apply a Manual Hold on an Invoice.

Manage holds on subcontractor invoices from the Invoicing tool

Payment Admins and Payment Disbursers who have also been granted invoice administrator permissions can create, edit, view, and release Invoice or Vendor holds on subcontractor invoices from the Invoicing tool. They can also manage both types of holds on subcontractor invoices from the Commitments or Payments tool. See Create and Apply a Manual Hold on an Invoice.