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Procore

When does Procore Pay send email notifications?

 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png with payments powered by Goldman Sachs Transaction Banking (TxB)* 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 icon-external-link.png 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
 
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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

Payments

When sending payments to payees, Procore Pay sends the following email notifications to recipients.

Event Purpose Payor: Recipients Payee: Recipients Example Learn More
Automatic. Funding requested To notify users in the payor environment that the funds for the disbursement were requested successfully.  Payments Admins
Payments Disbursers
 
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Create Disbursements
Automatic. Disbursement # [number] has been funded To notify users in the payor environment that the request for funds has been verified for withdrawal from the payor's external bank account.  Payments Admins
Payments Disbursers
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What are the default drawdown statuses in Procore Pay?
Automatic. Payment completed To notify users in the payor environment that all of the invoice payments in a disbursement have been completed.  Payments Admins
Payments Disbursers
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What are the default payment statuses in Procore Pay?
Automatic. Payment issued To notify users in the payee environment that invoice payment has been issued and the payment amount will be deposited by ACH to their linked bank account. None Payments Admins email-payments-issued.png
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What are the default payment statuses in Procore Pay?

Lien Waivers

When lien waivers are enabled on the Invoice Management tools in Procore, Procore Pay sends the following

Event Purpose Recipients Environment Example Learn More
Optional. Request to unlock unconditional lien waiver To provide general contractors who send manual invoice payments to payees (i.e., do not send invoice payments in a disbursement) with a way to request that the invoice contact unlock the signed unconditional lien waiver.  Invoice Contact Payee email-request-to-unlock-unconditional-lien-waiver.png
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Send a Request to Unlock a Signed Unconditional Lien Waiver to an Invoice Contact
Unconditional lien waiver unlocked To provide general contractors who send manual invoice payments to payees with notice that an unconditional lien waiver has been unlocked by an invoice contact. Company Admin Payor email-unconditional-lien-waiver-unlocked.png
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Unlock a Signed Unconditional Lien Waiver as an Invoice Contact
Automatic. A lien waiver is generated To provide payees with notice that a new lien waiver has been generated. This is particularly useful in scenarios where the general contractor has entered the invoice in Procore on behalf of the payee, or manually registered the lien waivers. All Invoice Contacts Payor - Generate Lien Waivers on Project Invoices
Automatic. A lien waiver has not been signed within 48 hours To remind payees that they still need to sign lien waivers. All Invoice Contacts Payee - Sign Lien Waivers on Project Invoices

See Also