Configure Requirements
In the Company level Payments tool, only Payments Admin or Company Admin for a payor can configure the payment requirements to apply to your company's invoices. When enabled, a payment requirement is applied to your company's project invoices to allow your end users to track when invoices are ready to pay.
When using Procore Pay, these users can view payment requirements on subcontractor invoices using the Invoice Management tools:
Environment | Required User Permission... | Allows the user to... |
|---|---|---|
Payor | 'Admin' level permissions on the Commitments tool. In Procore, users with this level of permissions are called invoice administrators. | Track completed requirements on invoices in a project's Commitments and Invoicing tools. |
Payee | 'Read Only' level permissions on the Commitments tool and the user must be the designated invoice contact on the commitment. | Track completed requirements on any project invoices submitted by the invoice contact. |