Enable Lien Waivers in the Company Payments Tool
General Availability in Select Markets (United States)
Procore Pay is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.
Procore Pay is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.
Objective
To turn lien waivers ON and OFF as a Payments Admin or Payments Disburser.
Background
Authorized users can toggle the Lien Waivers feature for Procore Pay ON and OFF in the Company level Payments tool. When ON, lien waivers are available for new subcontractor invoices. When OFF, the lien waivers are unavailable for new invoices.
Things to Consider
Additional Information:
In Procore Pay, lien waivers are powered by Levelset, a Procore Company.
Your company and users do NOT need to create a Levelset account for Procore Pay. See Do I need to create a Levelset account for use with Procore Pay?
Prerequisites
Steps
Navigate to the Company level Payments tool.
Click the Payments Settings
icon.
This opens the Payments Settings page. The Payment Processing tab is active by default.Click the Payment Requirements tab.
The Lien Waivers page is active by default.Under Lien Waiver Settings, move the Allow Lien Waivers to be Enabled on All Projects toggle to the ON or OFF setting: