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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 flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality 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

  • Required User Permissions:
    • 'Admin' level permissions on the project's Client Contracts tool.
       Notes
      • User permissions are NOT managed in the project's Progress Billings tool. Instead, the Progress Billings tool is designed for users with 'Admin' level permissions on the Client 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 invoice-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 Client Contracts and/or Commitments tool.
        • Your membership on the 'Private' list of a specific client contract, purchase order or subcontract.
        • Your designation as an 'Invoice Contact' on a client contract, purchase order or subcontract.
      • To learn more about permissions for specific tasks that can be performed with the Progress Billings tool, see Permissions: Progress Billings.
  • Additional Information:

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).