Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator

General Availability in Select Markets (United States)

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.

Background

An can show or hide the 'Sub-Tiers' card on the 'Lien Rights' tab on the subcontractor invoices in a Procore project. The 'Sub-Tiers' card lets an invoice administrator and/or add billing data for each on an invoice. See Add Sub-Tiers to a Project Invoice. To clarify data entry guidelines, you can also add instructions. For example, you can add instructions indiciating that you are collecting waivers from sub-tiers that billed over $10,000 on the current invoice. Once enabled on a project, an can also sub-tier billing data, upload signed sub-tier lien waivers and submit them to invoice administrators for review in a subcontractor invoice.

Tip

A sub-tier is any subcontractor (for example, a subcontractor, supplier, or vendor) who furnishes materials, supplies, or services connected to the first-tier subcontractor's obligations on a commitment. In Procore Pay, a first-tier subcontractor is the 'Contract Company' who enters into a commitment contract with a General Contractor. Both first-tier and sub-tier contractors might hire additional sub-tiers (for example, third-tier, fourth-tier, and so on).

Things to Consider

Required User Permissions
Additional Information:
- You do not need to create a Levelset account with Procore Pay. See Do I need to create a Levelset account for use with Procore Pay?

Prerequisites

Enable Lien Waivers in the Company Payments Tool

Steps

Navigate to the Project level Invoicing tool.
Click the Settings icon.
Scroll to the Lien Waivers section.
Tips
- Don't see any options? Lien waivers must enabled for Procore Pay. See Enable Lien Waivers in the Company Payments Tool.
Mark the Enable Sub-Tier Waivers check box to show the 'Sub-Tiers' card on the 'Lien Rights' tab of the project's subcontractor invoices. Clear the checkbox to hide the sub-tier card.
Under the How should sub-tier waivers be collected on this project? section, you have these options to collect signed waivers from sub-tier contractors:
Note
Invoice contacts must collect signatures from their sub-tier contractors outside of Procore. Next, they upload and submit the signed waivers with their subcontractor invoice for the Open billing period. See Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact.
- Require unconditional waivers from all sub-tiers before paying the next invoice
  Most payors collect unconditional waivers for the previous invoice before paying the next invoice.
- Require either a conditional or unconditional waiver from each sub-tier before paying the current invoice, and ensure a complete set of unconditional waivers before paying the next invoice
  Some payors collect either a conditional or unconditional waiver before paying the current invoice. They also ensure a complete set of unconditional waivers are collected for the previous invoice, before paying the next invoice.
- Require unconditional waivers from all sub-tiers before paying the current invoice
  Some payors collect only unconditional sub-tier waivers before paying the current invoice.
- Require collection of extended sub-tier information for use on sworn statement or contractor affidavits
  This setting ensures that comprehensive data regarding sub-tier subcontractors is collected for use on legal documents like sworn statements.
  - When an adds a new sub-tier to a subcontractor invoice, they are required to complete nearly all information fields for that sub-tier, including Company Name, Address, Phone, Kind of Work, and Estimated Contract Amount.
  - When a Commitment Admin adds a sub-tier to a commitment, the requirement is restricted to the Company Name and Estimated Contract Amount only.
    Important!
    If a sub-tier is pre-added by a Commitment Admin with only minimal information, the first-tier subcontractor is not subsequently required to provide the missing extended details during invoice submission.
Mark the Display Custom Instructions About Sub-Tier Waiver Submission checkbox to type a custom instruction message about sub-tier waiver submissions in the Enter Custom Instructions box.
Example
If you only want to collect sub-tier waiver signatures from sub-tier subcontractors who invoiced over a certain amount (for example,$10,000.00), type the instructions and the amount in the text box. If you require notarized signatures on sub-tier waivers, include that in the instructions.
The 'Instructions from [General Contractor Name]' area on the sub-tiers card. If you are NOT required to collect waiver information on an invoice, the 'Sub-Tier Information for This Invoice' card appears on the invoice. If you are required to collect waivers for the current invoice or a previous invoice, the card name(s) match the project's waiver collection requirements set on the Invoicing tool by an . See Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator.
Under Property Owner, type the property owner's name. Your entry appears on this project's first- and sub-tier lien waivers.
Under Templates, select the desired lien waiver template for each lien waiver type from the drop-down lists.
Tips
- What are the different lien waiver types? What type of lien waivers can you create in Procore Pay?
- How do you enable a lien waiver type in Procore Pay? See Enable Lien Waivers & Set Default Templates on Projects and Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator.
Click Preview to view your selected lien waiver types.
Click Save.