Invoice Administrator Guide

This Invoice Administrator Guide provides companies that have purchased Procore Pay with helpful information about managing Procore Pay features with the Invoice Management tools.

This guide assumes your team has completed the steps in the Payor Setup Guide. Topics include:

• Manage Invoices. Learn how to manage subcontractor using the Invoice Management tools in Procore.

• Manage Compliance. Learn how to manage contract documents and statuses. This guide also shows you how to manaage insurance documents and statuses, with or without the insurance features in the Directory tool.

• Manage Payment Holds. Learn how to create, apply, and release manual payment holds on invoices.

• Manage Payment Requirements. Learn how your team configures payment requirements for your company's invoices. This guide also shows you how to view those requirements on an invoice to determine when an invoice in ready to pay.

• Manage Lien Waivers. Learn how to set default lien waiver template for a project and other helpful steps for collecting signed lien waivers with subcontractor invoices.

• Manage Sub-Tier Waivers. Learn how to provide payees with the ability to collect signed lien waivers from their sub-tier subcontractors outside of Procore. Once configured, a payee's invoice contact can add sub-tier information and upload signed sub-tier waivers in their subcontractor invoice.