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.
Lorsque vous utilisez Procore Pay pour envoyer des paiements, un payeur In Procore Pay, a Payments Admin is a designated Procore user who administers the Company level Payments tool for that company's Procore account. Typically, one (1) or a small number of trusted users are designated to perform the tasks associated with this role. In Procore Pay, a Payments Disburser is a Procore user granted permission to create and view disbursements in the Company level Payments tool. Because of the sensitive nature of payments, only a Payments Admin can add/remove disbursers. ou peut utiliser l’outil Paiements au niveau entreprise pour gérer les suspensions de paiement. Les administrateurs de factures peuvent gérer les retenues à l’aide des outils de gestion des factures au niveau projet.
With Procore Pay, manual holds can be applied to Une facture de sous-traitant est une demande de paiement soumise par une entreprise ou un particulier qui a conclu un accord contraignant avec une autre partie contractante. Dans Procore, une facture de sous-traitant est un terme équivalent à une facture à payer. payments for a variety of reasons. These include quality issues, such as when delivered work is subpar or warranty support is uncertain. Holds might also be applied for incomplete work, work not meeting the specified quality level, contract disputes, financial concerns, or compliance issues. Whatever your reason for applying a hold, Procore Pay users can apply these hold types on subcontractor invoices:
Invoice Holds. A In Procore Pay, a Payments Admin is a designated Procore user who administers the Company level Payments tool for that company's Procore account. Typically, one (1) or a small number of trusted users are designated to perform the tasks associated with this role. In Procore Pay, a Payments Disburser is a Procore user granted permission to create and view disbursements in the Company level Payments tool. Because of the sensitive nature of payments, only a Payments Admin can add/remove disbursers. Un administrateur des factures est une personne ou un groupe de personnes responsable de la collecte, de la vérification et de la création des factures dans Procore. Un administrateur des factures peut être toute personne de votre organisation (par exemple, un chef de projet, un comptable ou une équipe de comptables) qui a reçu les autorisations appropriées pour gérer les factures relatives à vos contrats et/ou financements., , , and users with 'Admin' level permissions on the Payments tool can create an invoice hold to alert users about a hold on a specific subcontractor invoice.
Vendor Holds. A In Procore Pay, a Payments Admin is a designated Procore user who administers the Company level Payments tool for that company's Procore account. Typically, one (1) or a small number of trusted users are designated to perform the tasks associated with this role. In Procore Pay, a Payments Disburser is a Procore user granted permission to create and view disbursements in the Company level Payments tool. Because of the sensitive nature of payments, only a Payments Admin can add/remove disbursers. or , can apply a vendor hold to an invoice to alert users to pause payments on all of the vendor's invoices.
When creating a hold, users can also choose to share the hold with an invoice contact. Users can also edit the details of a hold. Once the conditions are satisfied, users can release the hold.
Action | Designated Procore Pay Roles | Permissions Level on Procore Tools | |||
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Payments Admin 1 | Payments Disburser 1 | 'Admin' on Payments 1 | 'Admin' on Commitments (Invoice Administrator) | 'Read-Only' or 'Standard' on Commitments | |
Create an Invoice Hold |
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Edit an Invoice Hold |
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View an Invoice Hold |
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Release an Invoice Hold |
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Create a Vendor Hold |
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Edit a Vendor Hold |
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View a Vendor Hold |
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Release a Vendor Hold |
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Uniquement si l’administrateur des paiements de votre entreprise configure le paramètre Blocages pour utiliser l’option Obligatoire et Empêche le paiement . Voir Configurer les exigences de paiement en tant que payeur.
To prevent Procore Pay users from paying invoices, the Required and Prevents Payments option must turned ON for the Holds Released setting.
Important! When the Required and Prevents Payment setting is turned ON, Procore Pay displays an alert banner on the affected subcontractor invoice(s). It also prevents users from creating disbursements until the hold is released. See Release a Manual Hold on an Invoice.
Les utilisateurs disposant des autorisations utilisateur requises peuvent bloquer une facture de sous-traitant à tout moment. Les réservations peuvent également être levées à tout moment. Voir Créer et appliquer une retenue manuelle sur une facture.
Les utilisateurs de Procore Pay disposant des autorisations utilisateur requises peuvent créer et appliquer des suspensions. Pour savoir comment créer une nouvelle retenue, voir Créer et appliquer une retenue manuelle sur une facture.
Pour savoir comment annuler une retenue sur une facture, voir Annuler une retenue manuelle sur une facture. Une fois qu’une suspension est levée, elle peut être réappliquée ultérieurement.
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