Procore Pay - Tutorials

Bank Accounts 

Beneficiaries

Business Entities

Compliance

Disbursements

Holds

Lien Waivers

Multi-Factor Authentication (MFA)

Payment Processing

Payment Requirements

Payments Permissions

Project Controls

Subcontractor Invoices

Sub-Tier Waivers

Workflows Tool

 

Setup

• Set Up Procore Pay as a Payee
• Accept a Procore Pay Invitation as a Payee
• Manage Payment Permissions as a Payee

Bank Accounts

• Add a Bank Account as a Payee
• Deactivate a Bank Account as a Payee
• Edit a Bank Account as a Payee
• Link Bank Accounts to Procore Pay
• Manage Procore Pay Bank Accounts
• Upload Bank Verification Documentation as a Payee
• View Bank Accounts as a Payee

Pay Agreements and Payment Methods

• Add a Payment Method as a Payee
• Change the Default Payment Method as a Payee
• Manage Active Pay Agreements as a Payee
• Remove a Payment Method as a Payee
• Review and Accept Pending Pay Agreements as a Payee

Invoices

• Manage Project Invoices with Procore Pay
• Send a New Invoice as an Invoice Contact using Procore Pay

Lien Waivers

• Generate Lien Waivers on Project Invoices
• Preview Lien Waivers on Project Invoices
• Regenerate Lien Waivers on Project Invoices
• Sign Lien Waivers on Project Invoices
• Unlock a Signed Unconditional Lien Waiver as an Invoice Contact

Sub-Tier Waivers

• Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact

General

• Disable Payments as a Payee
• Manage Payments as a Payee
• Manage Payment Permissions as a Payee
• Search and Filter Payments as a Payee
• View Payment Requirements
• View Payment Requirements as an Invoice Contact
• View the Payments Dashboard as a Payee
• View the Payments List as a Payee