Mark Sub Tier Lien Waivers as Not Required

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 mark a sub tier lien waiver as not required for a subcontractor invoice.

Background

With Procore Pay, users can mark specific sub-tier waivers as ‘Not Required’ on subcontractor invoices, giving the project team greater control and flexibility. This is helpful for teams that only want to track essential sub-tier waivers using the Payment Requirements feature. Users can easily see which waivers are excluded and why, and you have the option to reactivate them at any time should circumstances change. To learn more, see Manage Payment Requirements as a Payor.

Things to Consider

  • Required User Permissions

  • Additional Information:

    • Once marked 'Not Required', Procore Pay excludes the sub-tier waiver from the invoice. Users can revert this action at any time.

Steps

  1. Navigate to the Project level Invoicing tool.

  2. Click the Subcontractor tab.

  3. Click the Invoice # link to open a subcontractor invoice.

  4. Click the Lien Rights tab.

  5. Scroll down one of the sub-tier cards in the invoice.

  6. Locate the sub-tier to mark 'Not Required.'

  7. Click the vertical ellipsis and choose Mark as Not Required from the drop-down menu.

  8. In the confirmation message, click Mark as Not Required.
    A green success banner appears to confirm the change and Procore updates the Approval Status to Not Required.