Invoice Administrator Guide

1. Navigate to the Project level Invoicing tool.

2. Click the Subcontractor tab to view a list of the project's subcontractor invoices.

3. Locate the invoice and click its Invoice # link to open it.

4. In the invoice, click the Lien Rights tab.

5. Scroll to the Sub-Tier Waivers card for this invoice.

    Note

   The invoice may include one or more sub-tier waiver cards based on the project's configuration settings for waiver collection. See Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator.

6. Choose from these options:

   • Add Sub-Tiers

   • Certify No Sub-Tiers

Add Sub-Tiers

To provide a complete list of everyone working on a project:

1. Scroll to the desired sub-tier card in the invoice and click Edit. This places the selected card into editing mode.

2. Click Add Sub-Tier at the bottom of the data table, and click Create New. This opens the Add Sub-Tier panel.

   

3. Enter the following information in the line item:

    Note

   An asterisk (*) below denotes a required field.

   • Sub-Tier Company Name. Type a name for the sub-tier.

   • Kind of Work. Enter the type of work for the sub-tier company. This is a free-form text entry.

   • Hired By. Choose the sub-tier's hiring company from the Contract Company or Sub-Tiers section of the drop-down list.

   • Phone Number. Type the primary telephone number for this sub-tier.

   • Sub-Tier Type. Choose the Supplier or Subcontractor option to indicate the company's business type.

   • Street Address. Type the primary address for this sub-tier.

      Note

     To add an apartment, suite, or unit number, click the Add Apt, Suite, Unit link to show those entry fields.

   • City. Enter the city for this sub-tier's primary address.

   • State. Enter the state for this sub-tier's primary address.

   • ZIP. Enter the postal code for this sub-tier's primary address.

   • Country. Enter the country for this sub-tier's primary address.

   • Amount Billed This Invoice. Enter the amount the sub-tier billed you for this invoice.

      Important

     No amount billed for this invoice? If one of the listed sub-tiers didn't bill an amount for this invoice, enter $0.00 in the Amount Billed This Invoice field. This field cannot be blank.

   • Est. Contract Amount. Enter the estimated contract amount for the sub-tier.

   • Sub-Tier Waiver Contact Email Address. Type the email address of the person signing the lien waiver for the sub-tier subcontractor. This person does not need a Procore user account.

   • Billing Type. Choose Progress or Final.

   • Click Add Sub-Tier.

4. Repeat the step above for each sub-tier subcontractor.

5. Click Save.

Certify No Sub-Tiers

If there are no sub-tier subcontractors for the project invoice, click the Certify No Sub-Tiers button. The message 'You have certified no sub-tiers are involved in this project' appears.