Enable Sub-Tier Waivers on a Subcontractor Invoice

  1. Navigate to the Project level Invoicing tool.

  2. Click the Settings icons-settings-gear.png icon.

  3. Scroll to the Lien Waivers section.

    Tip icon Tips

  4. Mark the Enable Sub-Tier Waivers check box to show the 'Sub-Tiers' card on the 'Lien Rights' tab of the project's subcontractor invoices. Clear the checkbox to hide the sub-tier card.

  5. Under the How should sub-tier waivers be collected on this project? section, you have these options to collect signed waivers from sub-tier contractors:

    Note icon Note

    Invoice contacts must collect signatures from their sub-tier contractors outside of Procore. Next, they upload and submit the signed waivers with their subcontractor invoice for the Open billing period. See Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact.

    • Require unconditional waivers from all sub-tiers before paying the next invoice
      Most payors collect unconditional waivers for the previous invoice before paying the next invoice.

    • Require either a conditional or unconditional waiver from each sub-tier before paying the current invoice, and ensure a complete set of unconditional waivers before paying the next invoice
      Some payors collect either a conditional or unconditional waiver before paying the current invoice. They also ensure a complete set of unconditional waivers are collected for the previous invoice, before paying the next invoice.

    • Require unconditional waivers from all sub-tiers before paying the current invoice
      Some payors collect only unconditional sub-tier waivers before paying the current invoice.

  6. Mark the Display Custom Instructions About Sub-Tier Waiver Submission checkbox to type a custom instruction message about sub-tier waiver submissions in the Enter Custom Instructions box.

    Example iconExample

    If you only want to collect sub-tier waiver signatures from sub-tier subcontractors who invoiced over a certain amount (for example,$10,000.00), type the instructions and the amount in the text box. If you require notarized signatures on sub-tier waivers, include that in the instructions.

    enable-sub-tier-waivers.png

    The 'Instructions from [General Contractor Name]' area on the sub-tiers card. If you are NOT required to collect waiver information on an invoice, the 'Sub-Tier Information for This Invoice' card appears on the invoice. If you are required to collect waivers for the current invoice or a previous invoice, the card name(s) match the project's waiver collection requirements set on the Invoicing tool by an invoice administrator. See Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator.

    instructions-from-general-contractor-name.png

  7. Under Property Owner, type the property owner's name. Your entry appears on this project's first- and sub-tier lien waivers.

  8. Under Templates, select the desired lien waiver template for each lien waiver type from the drop-down lists.

    Tip icon Tips

  9. Click Preview to view your selected lien waiver types.

    property-owner-and-templates-config.png

  10. Click Save.

What is a sub-tier subcontractor?
Add Sub-Tier Information for a Subcontractor Invoice