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Procore Support (en-au)

Create a Payment Program

 Note
flag-australia.png This tutorial discusses a feature that is available to Procore customers in Australia and New Zealand.

Objective

Background

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Head Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an progress claim contact for a subcontracting company that is performing work for a head contractor managing your contract in Procore), your ability to perform progress claim-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Head Contracts tool.
        • Your membership on the 'Private' list of a specific head contract, purchase order, or subcontract.
        • Your designation as an 'Progress Claim Contact' on a head contract, purchase order or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Additional Information:

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Click the commitment that you want to issue an progress claim for.
  4. Click the Progress Claims tab.
  5. Perform one of the following steps:
    • Click the PDF icon icon-export-pdf.png to the far right side of the most recent line item.
      OR
    • Click View next to the most recent line item and then on the Progress Claims screen, select PDF from the Export drop-down list.
      Example

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.
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