Invoice Administrator Guide - View Requirements

Table of Contents

View Requirements

Navigate to the Project level Invoicing tool.
Click the Subcontractor tab
Locate the invoice and click the Invoice # link to open it.
Tip
Did you know you can also open invoices from the Commitments tool? Navigate to the Commitments tool, click the commitment to open, and then click the Invoices tab. Click the Invoice # link and then follow the steps below.
In the invoice, click the Payment Requirements tab.

Available Payment Requirements

The Payment Requirements tab shows the following information:

Payment Requirements

This table details the payment requirements.

Note

If you are an invoice administrator, these buttons are visible in this tab:

View. Opens the subcontractor invoice so you can view or edit the corresponding item.
Request. Lets you send an email request to an invoice contact to request that they unlock a signed unconditional lien waiver.
Manage. Opens the Lien Rights tab of the subcontractor invoice.

Category	Requirement	When the requirement is ON...	When the requirement is OFF...	Learn More
Commitment	Commitment Executed	Tracks the commitment associated with the invoice to ensure a check mark appears in the 'Executed' box.	Doesn't track the 'Executed' state on the commitment.	Create a Commitment Edit a Commitment Create a Commitment
	Contract Compliant	Tracks the status of the contract compliance documents for the commitment.	Doesn't track the compliance status of the insurance certificates	Manage Contract Compliance Documents & Statuses for a Commitment
	Insurance Compliant	Tracks the status of the insurance certifications for the commitment.	Doesn't track the compliance status of the insurance certificates.	Manage Insurance & Compliance Statuses for a Commitment
	Holds Released	Tracks the status of any payment holds applied to invoices. Holds must be released before payment.	Doesn't track invoices for payment holds.	Manage Payment Holds as a Payor
Invoice	Change Orders Executed	Tracks change orders that impact the contract associated with the invoice and require them to be in the 'Executed' state.	Doesn't track change orders.	Create a Change Order
	Invoice Approved	Tracks invoices to ensure they are in one of these statuses: Approved, Approved as Noted, and Pending Owner Approval. See What are the default statuses for Procore invoices?	Doesn't track invoice status.	Bulk Edit the Status of Subcontractor Invoices with the Invoicing Tool
	Owner Funding Received	Ensures the owner invoice is shown as fully paid on the 'Payment Received' tab.	Doesn't track 'Payment Received' entries on owner invoices or compare values on the subcontractor invoice.	Create a Record for a Payment Received
	Sync to ERP	Tracks the invoice to ensure it is synced with an integrated ERP system.	Doesn't track invoice syncing with ERP
Lien Waiver	First-Tier Conditional Lien Waiver Signed	Tracks first-tier signatures on conditional lien waivers on your invoices. Note: Only appears on an invoice when the requirement is enabled on its project. See Enable Lien Waiver Templates on a Project.	Doesn't track signatures	Create Lien Waiver Templates
	First-Tier Unconditional Lien Waiver Signed	Tracks first-tier signatures on unconditional lien waivers for your invoices. Note: Only appears on an invoice when the requirement is enabled on its project. See Enable Lien Waiver Templates on a Project.	Doesn't track signatures	Create Lien Waiver Templates
	Coming Soon First-Tier Unconditional Unlocked for the Previous Invoice	Tracks first-tier signatures on unlocked unconditional lien waivers for the commitment's previous invoices. Notes: Only appears on an invoice when the requirement is enabled on its project. See Enable Lien Waiver Templates on a Project.	Doesn't track signatures	An invoice administrator can Send a Request to Unlock a Signed Unconditional Lien Waiver. An unconditional lien waiver can only be unlocked by an invoice contact. See Unlock a Signed Unconditional Lien Waiver as an Invoice Contact.
	Conditional Sub-Tier Waivers Uploaded and Approved for this Invoice	Tracks when sub-tier waivers are in the 'Approved' status. This requirement will not exist on projects that has disabled sub-tier waivers. Note: If sub-tier waivers are disabled on a project, this requirement won't appear. See Enable the Sub-Tiers Card & Add Instructions on Project Invoices.	Doesn't track signatures	Manage Sub-Tier Waivers
	Unconditional Sub-Tier Waivers Uploaded and Approved for this Invoice	Tracks when sub-tier waivers are in the 'Approved' status. This requirement will not exist on projects that has disabled sub-tier waivers. Note: If sub-tier waivers are disabled on a project, this requirement won't appear. See Enable the Sub-Tiers Card & Add Instructions on Project Invoices.	Doesn't track signatures	Manage Sub-Tier Waivers

Configure Requirements

About Lien Waivers