When does Procore Pay send email notifications?
Important
Author note: Log page changes to JIRA ILR board: https://procoretech.atlassian.net/browse/ILR-137PROCORE SUPPORT: INTERNAL NOTES
Internal Use Only. Development information about email notifications is located on this page in Confluence.
General Availability in Select Markets (United States)
Procore Pay 
is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.Answer
The table below details the email notifications for Procore Pay. Some email notifications are sent automatically by Procore Pay after specific events occur, while other notifications are optionally sent by end users as noted.
Beneficiary Accounts
When payees have completed Procore Pay onboarding, Procore Pay sends the following email notifications to recipients.
| Event | Purpose | Payor: Recipients | Payee: Recipients | Example | Learn More |
|---|---|---|---|---|---|
| Automatic. Approve Beneficiary Bank Accounts | To notify recipients that one or more beneficiary accounts is awaiting approval. This email is sent on Mondays and Thursday when there is at least one account awaiting approval. | Payments Admins Payments Beneficiary Approvers |
None | View Image | Approve a Beneficiary Bank Account as a Payor |
Compliance
When payees have completed Procore Pay onboarding, Procore Pay sends the following email notifications to recipients.
Note
For insurance documents, compliance notifications are manged by the Procore web application in the Project Directory tool. To learn more, see Who receives notification emails when a vendor's insurance expires?| Event | Purpose | Payor: Recipients | Payee: Recipients | Example | Learn More |
|---|---|---|---|---|---|
| Optional. Send Expiration Notification | To notify the payee's invoice contacts on a commitment when the compliance requirement is within fourteen (14) days of the set 'Expiration Date'. To stop a notification, change or remove the expiration date. | None | Invoice Contacts | - | Create Contract Compliance Documents for Commitments as an Invoice Administrator Edit Contract Compliance Documents for Commitments as an Invoice Administrator |
disbursements
When disbursements are updated within the system, Procore Pay sends the following automated email notifications to keep all relevant parties informed of changes to payment status or documentation.
| Event | Purpose | Recipients | Environment | Example | Learn More |
|---|---|---|---|---|---|
| Automatic. Invoice Removed from Disbursement | Payments Admins Payments Disbursers |
Payor |
Payments
When sending payments to payees, Procore Pay sends the following email notifications to recipients.
| Event | Purpose | Payor: Recipients | Payee: Recipients | Example |
|---|---|---|---|---|
| Optional. Send Reminder | To notify payee invoice contacts of the outstanding list of invoice payment requirements currently blocking payment. | None | Invoice Contacts | - |
Lien Waivers
When lien waivers are enabled on the Invoice Management tools in Procore, Procore Pay sends the following
|
Event |
Purpose |
Payor: Recipients |
Payee: Recipients |
Example |
|---|---|---|---|---|
| Optional. Request Missing Unconditional Waivers | To notify the payee's invoice contacts to submit or complete missing unconditional lien waivers required for payment processing. |
None |
Invoice Contacts |
- |