Create a Record for a Payment Received

Using Owner or Specialty Contractor Terminology?

Procore can be configured to use terminology specific to General Contractors, Owners, or Specialty Contractors. Learn how to apply the dictionary options.

  • To learn the differences: Show/Hide

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials.

      Contratistas Generales
      Inglés (Estados Unidos) - Predeterminado

      Propietarios
      Inglés (Terminología de propietario V2)

      Contratistas especializados
      Inglés (terminología de contratistas especializados)

      Facturación

      Facturación

      Requisiciones de pago

      Dueño

      Financiación

      Dueño

      Propietario/Cliente

      Propietario/Cliente

      GC/Cliente

      Orden de cambio de contrato primario

      Orden de Cambio de Fondos

      orden de cambio del contrato del cliente

      Contratos primarios

      Financiación

      Contratos de cliente

      Ingresos

      Financiación

      Ingresos

      Subcontrato

      Contrato

      Subcontrato

      Contratista

      Contratista

      Contratista

      Partidas del contratista (SSOV)

      Partidas del contratista (CSOV)

      Partidas del contratista (SSOV)

      About These Dictionaries

      • Default Setting: The 'General Contractor' dictionary is enabled by default for all accounts.

      • Availability: These alternate dictionaries in italics are available in US English only.

      How to Switch Your Dictionary

      To change your company's terminology to the Owner or Specialty Contractor dictionary, contact your company's . They will work with your Procore Point of Contact to make the change.

Background

An owner invoice is an itemized record of a financial transaction between a project owner and a company responsible for completing work. Typically, it is issued by a general contractor and submitted to a project owner to signal that payment is due for completed work. When you receive a payment from an owner, you can create a record of that payment in Procore's Invoicing tool using the steps below.

Aspectos a tener en cuenta

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.

  2. Click the Owner tab.

  3. Locate the owner invoice in the list. The click to open it.

  4. Click Create Payment.
    create-payment-received.png

  5. Complete the following fields:

    • Invoice. Select the associated invoice from the drop-down list.

    • Date. Select a date that the payment was received.

    • Payment #. Enter the payment number.

    • Invoice #. Enter the invoice number for the payment, if applicable.

    • Check #: Enter the check number for the payment.

    • Notes. Include any additional notes to provide details about the payment.

    • Amount. Enter the amount of the payment received.

    • Attachments. Include any attachments related to the payment. For example, you might want to attach the check image or the invoice file.

  6. Click Add. The payment is listed under the 'Contract Summary Report' section in the 'Payments Received' column.
    paymentsreceived2.png

  7. Click Save.

     Notes

    • You will see a list of all payments received, which you can then export to a PDF by choosing Export > PDF.

    • All payments received on the project are tracked in the Contract Summary Report in the Prime Contract tool's General tab (see illustration below).

See Also

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