Create a Payment Received for a HC/Client Progress Claim with the Progress Billings Tool
Objective
To create a record for a payment received for a HC/Client progress claim using the project's Progress Billings tool.
Background
You can create a payment received record in Procore using the project's Progress Billings tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Client Contracts tool.
- Additional Information:
- You can also perform this step from the Client Contracts tool. See Create a Payment Received for a Client Contract.
Prerequisites
Steps
- Navigate to the project's Progress Billings tool.
- Click the HC/Client tab.
- Locate the progress claim in the list. The click to open it.
- Click Create Payment.
- Complete the following fields:
- Progress Claim
Select a 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. For example, the check or the progress claim related to the payment.
- Progress Claim
- Click Add. The payment is listed under the 'Contract Summary Report' section in the 'Payments Received' column.
- 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 Client Contract tool's General tab (see illustration below).