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.
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., , , or user 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 a subcontractor invoice to alert users to pause payments on all of that vendor's invoices.
After creating an invoice, users can edit the details of a hold. Once the conditions are satisfied, users can also release the hold.
As a payor, it's important to note that some Payment Admins configure Procore Pay to prevent users from creating a disbursement when the disbursement include a subcontractor invoice with holds applied. Others configure Procore Pay to notify users about holds, but allow payments. Check with your company's Payments Admin if you have questions about your company's configuration. See Configure Payment Requirements as a Payor.
Additional Information:
Users with the required user permissions can create any number of Invoice or Vendor Holds on a subcontractor invoice.
To prevent Procore Pay users from creating disbursements that include subcontractor invoices with active holds, a Payments Admin must Configure Payment Requirements as a Payor.
Depending on your role and permissions settings, you can navigate to a subcontractor invoice from one of these tools:
In the Holds tab, Locate the hold to release.
Vous ne savez pas quelle prise relâcher ? Pour afficher les détails de chaque réservation manuelle, cliquez sur la flèche BLEUE pour développer les détails de la suspension et afficher les pièces jointes. Vous pouvez également cliquer sur le bouton Modifier . Pour en savoir plus, voir Modifier une retenue manuelle sur une facture.
Vous ne pouvez pas libérer une retenue fournisseur ? Vous devez être un administrateur des paiements ou un débourseur des paiements pour débloquer une retenue fournisseur.
Click the Release button.
Procore releases the hold from the selected invoice. This action is logged in the invoice's Change History tab.
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