{"id":4796,"date":"2025-12-03T16:46:18","date_gmt":"2025-12-03T06:16:18","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=4796"},"modified":"2025-12-03T16:46:18","modified_gmt":"2025-12-03T06:16:18","slug":"using-sage-payment-terms-for-procore-claims","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/using-sage-payment-terms-for-procore-claims\/","title":{"rendered":"Using Sage Payment Terms for Procore Claims"},"content":{"rendered":"\n<p>1. Within OneCore, Navigate to <strong>Invoices &gt; General Settings<\/strong>. <\/p>\n\n\n\n<p>2. Select which field to use from the Procore claim as the Sage invoice&#8217;s or bill&#8217;s date.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"160\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-79-1024x160.png\" alt=\"\" class=\"wp-image-4798\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-79-1024x160.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-79-300x47.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-79-768x120.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-79-50x8.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-79-60x9.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-79-100x16.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-79.png 1231w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3. Select &#8216;<strong>Sage Payment Terms<\/strong>&#8216; in the drop-down for &#8216;<strong>Invoice Due Date Type<\/strong>&#8216;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"196\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-80-1024x196.png\" alt=\"\" class=\"wp-image-4799\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-80-1024x196.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-80-300x57.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-80-768x147.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-80-50x10.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-80-60x11.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-80-100x19.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-80.png 1237w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>4. With this option selected, we will use the mapped <strong>Sage contact&#8217;s payment terms<\/strong> for a<strong> head contract<\/strong> or <strong>commitment claim<\/strong>.<\/p>\n\n\n\n<p>5. If the mapped Sage contact doesn&#8217;t have payment terms set up, the integration will use the entered <strong>payment terms as a default<\/strong>. Here&#8217;s an example:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"191\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-81-1024x191.png\" alt=\"\" class=\"wp-image-4802\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-81-1024x191.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-81-300x56.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-81-768x143.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-81-50x9.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-81-60x11.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-81-100x19.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-81.png 1225w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>1. Within OneCore, Navigate to Invoices &gt; General Settings. 2. Select which field to use from the Procore claim as the Sage invoice&#8217;s or bill&#8217;s date. 3. Select &#8216;Sage Payment Terms&#8216; in the drop-down for &#8216;Invoice Due Date Type&#8216;. 4. With this option selected, we will use the mapped Sage&#8230;<\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[129,127,132],"ht-kb-tag":[47,133,25],"class_list":["post-4796","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-intacct","ht_kb_category-faq-intacct","ht_kb_category-transactions-head-contract-intacct","ht_kb_tag-check","ht_kb_tag-intacct","ht_kb_tag-procore"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4796","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=4796"}],"version-history":[{"count":3,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4796\/revisions"}],"predecessor-version":[{"id":4803,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4796\/revisions\/4803"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=4796"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=4796"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=4796"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}