Add a New Payment to the Payments Issued Tab of a Commitment

For Procore Customers in the United States

When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. 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. These dictionaries are available in US English only. The default dictionary is designed for head contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

Head Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Subcontractors English (Speciality Contractor Terminology)
Progress Claiming	Progress Claiming	Progress Billings
Owner-developer	Funding	Owner-developer
Owner/Client	Owner/Client	HC/Client
Head Contract Variation	Funding Variation	Client Contract Variation
Head Contracts	Funding	Client Contracts
Revenue	Funding	Revenue
Subcontract	Contract	Subcontract
Subcontractor	Contractor	Subcontractor
Subcontractor Schedule of Values (SSOV)	Contractor Schedule of Values (CSOV)	Subcontractor Schedule of Values (SSOV)

Objective

To manually record any payments your company issues for a commitment as an progress claim administrator.

Background

To manually record any payments issued to the downstream collaborator on a commitment, use the 'Payments Issued' tab on the commitment.

Things to Consider

Required User Permissions

Prerequisites

Enable the Payments Issued Tab for Invoicing

Steps

Navigate to the project's Invoicing tool.

Tip
You can also open a commitment from the Commitments tool. To do this, navigate to the Project level Commitments tool. In the Contracts tab, click the Number link.
Click the Subcontractor tab.
Locate the contract or progress claim for the new payment record.
Choose from these options to open the commitment.
- Contract. Click the Contract link to open the commitment.
- Progress Claim #. Click the Progress Claim # link and then click the Contract # breadcrumb link.
In the commitment, click the Payments Issued tab.
Click Add Payment.
In the Add Payment prompt, enter:
- Progress Claim. Select an existing progress claim from the drop-down that the issued payment is attached to.
- Payment #. Enter the related payment number for the issued payment.
- Payment Method. Select a payment method from the drop-down list: Check, Credit Card, and Electronic.
- Amount. Enter the amount of the payment.
- Date. Enter the issue date for the payment
- Progress Claim #. Enter the related progress claim number for the payment issued.
- Check #. Enter the related check number for the payment issued.
- Notes. Enter any additional notes regarding the issued payment for record purposes.
- Attachments. Attach any relevant files or documents.
Click Add.