Set Payment Requirements
Navigate to the Company level Payments tool.
Click the Payments Settings
icon.
This opens the Payments Settings page.Click the Payment Requirements tab.
Click Payment Requirements.
Choose one (1) option for each requirement:
Not Required. Doesn't track the payment requirement.
Required but Allows Payment. Alerts users about unsatisfied payment requirements but lets them send payments.
Required and Prevents Payment. Alerts users about unsatisfied payment requirements and prevents them from sending payments.
Configure the options in each section as desired:
Available Payment Requirements
Option | When ON... | When OFF... | Learn More |
|---|---|---|---|
Holds Released | Tracks the status of any payment holds applied to invoices. Holds must be released before payment. | Doesn't track invoices for payment holds. | |
Commitment Executed | Tracks the commitment associated with the invoice to ensure a check mark appears in the 'Executed' box. | Doesn't track the 'Executed' state on the commitment. | |
Contract Compliant | Tracks the status of the contract compliance documents for the commitment. | Doesn't track the compliance status of the insurance certificates | Manage Contract Compliance Documents & Statuses for a Commitment |
Change Orders Executed | Tracks change orders that impact the contract associated with the invoice and require them to be in the 'Executed' state. | Doesn't track change orders. | |
Insurance Compliant | Tracks the status of the insurance certifications for the commitment. | Doesn't track the compliance status of the insurance certificates. | |
Invoice Approved | Tracks invoices to ensure they are in one of these statuses: Approved, Approved as Noted, and Pending Owner Approval. See What are the default statuses for Procore invoices? | Doesn't track invoice status. | Bulk Edit the Status of Subcontractor Invoices with the Invoicing Tool |
Invoice Compliant | Tracks required compliance documents on subcontractor invoices. | Doesn't track invoice status. | |
Owner Funding Received | Tracks the 'Payment Received' entries for owner invoices with the 'Current Payment Due' for the invoice billing period to ensure the owner invoice is fully paid before paying subcontractor invoices. | Doesn't track 'Payment Received' entries on owner invoices or compare values on the subcontractor invoice. | |
Sync to ERP | Tracks the invoice to ensure it is synced with an integrated ERP system. | Doesn't track invoice syncing with ERP | |
First-Tier Conditional Lien Waiver Signed | Tracks first-tier signatures on conditional lien waivers on your invoices. Note: Only appears on an invoice when the requirement is enabled on its project. See Enable Lien Waiver Templates on a Project. | Doesn't track signatures | |
First-Tier Unconditional Lien Waiver Signed | Tracks first-tier signatures on unconditional lien waivers for your invoices. Note: Only appears on an invoice when the requirement is enabled on its project. See Enable Lien Waiver Templates on a Project. | Doesn't track signatures | |
First-Tier Unconditional Unlocked for the Previous Invoice | Tracks first-tier signatures on unlocked unconditional lien waivers for the commitment's previous invoices. Notes: Only appears on an invoice when the requirement is enabled on its project. See Enable Lien Waiver Templates on a Project. | Doesn't track signatures | An invoice administrator can Send a Request to Unlock a Signed Unconditional Lien Waiver. An unconditional lien waiver can only be unlocked by an invoice contact. See Unlock a Signed Unconditional Lien Waiver as an Invoice Contact. |
Sub-Tier Waivers | Tracks when sub-tier waivers are in the 'Approved' status. This requirement will not exist on projects that has disabled sub-tier waivers. Note: If sub-tier waivers are disabled on a project, this requirement won't appear. See Enable the Sub-Tiers Card & Add Instructions on Project Invoices. | Doesn't track signatures |