Create a Record for a Payment Received

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.

      Empreiteiros Gerais
      Inglês (Estados Unidos) - Padrão

      Proprietários
      Inglês (terminologia do proprietário V2)

      Empreiteiros especializados
      Inglês (Terminologia de empreiteiro especializado)

      Facturação

      Facturação

      Faturamento em Andamento

      Proprietário

      Financiamento

      Proprietário

      Proprietário/Cliente

      Proprietário/Cliente

      GC/Cliente

      Alteração contratual de contrato principal

      Alteração contratual de financiamento

      alteração contratual de contrato de cliente

      Contratos Principais

      Financiamento

      Contratos de Clientes

      Receita

      Financiamento

      Receita

      Subcontratar

      Contrato

      Subcontratar

      Subcontratado

      Contratante

      Subcontratado

      SSOV (Itens de contrato de subempreiteiro)

      Itens do contrato de empreiteiro (CSOV)

      SSOV (Itens de contrato de subempreiteiro)

      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

An owner invoice is an itemized record of a financial transaction between a project owner and a company responsible for completing work. Typically, it is issued by a general contractor and submitted to a project owner to signal that payment is due for completed work. When you receive a payment from an owner, you can create a record of that payment in Procore's Invoicing tool using the steps below.

Coisas a considerar

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.

  2. Click the Owner tab.

  3. Locate the owner invoice in the list. The click to open it.

  4. Click Create Payment.
    create-payment-received.png

  5. Complete the following fields:

    • Invoice. Select the associated invoice from the drop-down list.

    • Date. Select a date that the payment was received.

    • Payment #. Enter the payment number.

    • Invoice #. Enter the invoice number for the payment, if applicable.

    • Check #: Enter the check number for the payment.

    • Notes. Include any additional notes to provide details about the payment.

    • Amount. Enter the amount of the payment received.

    • Attachments. Include any attachments related to the payment. For example, you might want to attach the check image or the invoice file.

  6. Click Add. The payment is listed under the 'Contract Summary Report' section in the 'Payments Received' column.
    paymentsreceived2.png

  7. Click Save.

     Notes

    • You will see a list of all payments received, which you can then export to a PDF by choosing Export > PDF.

    • All payments received on the project are tracked in the Contract Summary Report in the Prime Contract tool's General tab (see illustration below).

See Also

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