Add a New Payment to the Payments Issued Tab of a Commitment

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

      Inglés para promotores (terminología para promotores versión 2)

      Contratistas especializados en inglés (terminología de contratistas especializados)

      facturación

      facturación

      Facturación de avance

      Propietario

      Financiación

      Propietario

      Promotor/Cliente

      Promotor/Cliente

      CP/cliente

      Orden de cambio de contrato principal

      Orden de cambio de financiación

      orden de cambio de contrato del cliente

      Contratos principales

      Financiación

      Contratos de cliente

      Ingresos

      Financiación

      Ingresos

      subcontrato

      contrato

      subcontrato

      subcontratista

      Contratista

      subcontratista

      Desglose de partidas de subcontratista

      Desglose de partidas para contratistas

      Desglose de partidas de subcontratista

      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

To manually record any payments issued to the downstream collaborator on a commitment, use the 'Payments Issued' tab on the commitment.

  • For companies using Procore Pay: Show/Hide

    • To learn about the required settings to accurately track and manage joint check payments when using Procore Pay to pay subcontractor invoices, read About Joint Checks with Procore Pay.

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.

     Tip

    You can also open a commitment from the Commitments tool. To do this, navigate to the Project level Commitments tool. In the Contracts tab, click the Number link.

  2. Click the Subcontractor tab.

  3. Locate the contract or invoice for the new payment record.

  4. Choose from these options to open the commitment.

    • Contract. Click the Contract link to open the commitment.

    • Invoice #. Click the Invoice # link and then click the Contract # breadcrumb link.

  5. In the commitment, click the Payments Issued tab.

  6. Click Add Payment.
    add-payment-button.png

  7. In the Add Payment prompt, enter:

    • Invoice. Select an existing invoice from the drop-down that the issued payment is attached to.

    • Payment #. Enter the related payment number for the issued payment.

    • Payment Method. Select a payment method from the drop-down list: Check, Credit Card, and Electronic.

    • Amount. Enter the amount of the payment.

    • Date. Enter the issue date for the payment

    • Invoice #. Enter the related invoice number for the payment issued.

    • Check #. Enter the related check number for the payment issued.

    • Notes. Enter any additional notes regarding the issued payment for record purposes.

    • Attachments. Attach any relevant files or documents.
      add-payment-prompt.png

  8. Click Add.

See Also

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