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Procore

Create a Payment Received for a HC/Client Progress Claim with the Progress Billings Tool

 Limited Release
flag-us.png The Progress Billings tool is only available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options

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

 

Prerequisites

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the HC/Client tab.
  3. Locate the progress claim in the list. The click to open it.
  4. Click Create Payment.
    create-payment-received.png
  5. 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. 
  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 Client Contract tool's General tab (see illustration below).