Once an invoice has been approved, it can be paid and funds sent to the subcontractor with an Automated Clearing House (ACH) payment.
- You must have the Issuer role at the company level in order to issue payments.
- To use or change bank accounts for payment, you must enable multifactor authentication (MFA) for your Trimble ID. For more information, see Set Up Your Trimble ID MFA Methods.
- In the left-hand sidebar, select Payment & waivers.
- Select the Projects and pay periods tab.
- For each project and pay period that you would like to issue an ACH payment, enable the Ready to pay toggle.
- Select the Invoices tab.
- Select the Needs my attention tab.
A list of peer-approved invoices displays.
- Select the checkbox for each invoice you want to pay that is marked Ready to pay and displays the ACH icon in the Payment method column.
- On the right-hand side of the screen, select .
Note: The Pay invoices button remains disabled if any invoice you selected for payment has a status of Payment method does not exist for company in the Pay method column.
- Select Pay this vendor.
The invoice status updates to Processing.
- In the dialog box that displays, choose whether to download reports related to the payment(s) you just issued.
Note: - Once the credit has originated to the subcontractor's bank account, the status updates to Complete and, if applicable, Trimble Pay releases the unconditional waiver from the Lien Waiver Vault.
- Multiple invoice payments released to the same vendor simultaneously are created as a single ACH payment.
- When an ACH invoice payment is initiated, Trimble Pay notifies general contractors and subcontractors via email.
To see an invoice's current payment status, go to the Invoice status column of the Invoices tab.