Perform a Payment Review

Assess an invoice to determine whether it should get paid or should be put on hold.

You must have the Payment Reviewer role at the project level in order to review payments.
Important: If possible, create all partial payments prior to the approval of the payment. Creating a partial payment causes the payment approval process to start from the beginning.
  1. In the left-hand sidebar, select Payment & waivers.
  2. Select the Invoices tab.
    Trimble Pay filters your view to see only the invoices that need your action.
  3. As needed, filter and sort by Project name, Vendor, and Pay period to locate the row for the payment.
  4. Review each invoice for payment:
    1. Read comments provided by others.
    2. Hover over the profile icons to see which users have access to review the invoice.
      The profile icon color is meaningful:
      • Grey indicates which users have not taken any action.
      • Green indicates which users have reviewed and approved the invoice.
      • Red indicates which users have reviewed and put the invoice on hold.
  5. If comments are required, select Add Comment, add your comment, and select Save.
  6. In the Action column, select one:
    • To approve the payment, select Ready to pay.
    • To withhold payment approval, select Hold.