Add a Compliance Document to a Subcontractor Invoice

Beta icon General Availability in Select Markets (United States)

flag-us.png 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 add a compliance document to a subcontractor invoice when using the Invoice Management tools with Procore Pay.

Background

Invoice administrators on a Procore project can add compliance documents for a payee to ensure payment requirements are met and verified on project invoices from the Commitments or Invoicing tool. Payments Admins and Disbursers with invoice administrator permissions on a project can also perform this action for payees. Invoice contacts can only perform this action with the payor's permission.

Things to Consider

Steps

  1. Open a subcontractor invoice from the Commitments, Invoicing, or Payments tool.

  2. Click the Compliance tab.

  3. Click Create New.

  4. In the Document Details pane, do the following:

    • Attachments. Click Attach Files or drag and drop file(s) to the attachments area.

    • Document Type. Select a document type from the list: Bond, Closeout, License, Master Agreement, Other, Payroll, Permit, Project Insurance, Safety, Stored Material, or W-9.

    • Document Name. Type a name for the document.

    • Effective Date. Select or enter the effective date.

    • Expiration Date. Select or enter the expiration date.

  5. Click Save.
    This changes the document status from Not Submitted to Submitted.