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Procore Support (en-au)

Create a Payment Received

Objective

To create a record a payment received in Procore.  

Background

You can create a payment received record in Procore using the project's Head Contracts tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Head Contracts tool.

Prerequisites

  • You can only create a payment if the status of the head contract is either in the "Approved" or "Complete" state.

Steps

  1. Navigate to the project's Head Contracts tool.
  2. Select the head contract that you want to work with.
  3. Click the Create Payment button.
  4. Fill out the following fields:

    payments-received-new.png
    • Progress Claim: Select an progress claim from the drop-down to tie that payment to.
    • Date: Select the date that the payment was received. 
    • Payment #: Specify the payment number.
    • Progress Claim #: Enter the progress claim number for the payment, if applicable. 
    • Check #: Enter the check number for the payment.
    • Notes: Include any additional notes about the payment.
    • Amount: Enter the amount of the payment that was received. 
    • Attachments: Include any attachments related to the payment (e.g. the check or the progress claim related to the payment).
  5. Click Add. The payment you just created will now be listed in the "Payments Received" section at the bottom of the page. 
  6. Click Save. You will see a list of all payments received, which you can then export to a PDF. 
    Note: All payments received will also be tracked in the Contract Summary Report in the General tab.

    paymentsreceived2.png
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