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Procore

Accept a Procore Pay Invitation as a Payee

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 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png  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.

Objective 

To accept an invitation to receive payments using Procore Pay.

Background

General contractors can use Procore Pay to pay subcontractors that are invoiced through Procore. As a subcontractor, you can be invited by a general contractor to receive payments through Procore Pay. You can also request to be paid through Procore Pay by general contractors who use the tool. After you have been invited or have made your request, you need to set up a bank account to receive payments for your company.

Things to Consider 

Steps 

  1. In your email client, open the Procore Pay invitation email.
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  2. Click Open Procore.
  3. To receive payments through Procore, your company must have its own Procore Company Account. You will be prompted to log in with your existing log in credentials to identify whether you are marked as an employee on an existing free or paid company account. See How can I tell if I have a free or paid Procore company account. Depending on your account, the following will happen:
    • No Company Account
      1. If your company does not have its own free or paid account, you will be prompted to create a free Procore company account and add a bank account.
    • Paid Company Account
      1. If your company has its own paid account and you are marked as an employee, users with 'Company Admin' permissions at your company will receive an email inviting them finish setting up the Payments tool and link a bank account. 
      2. If you are not marked as an employee on the company account, you will receive an email to set up Procore Pay. This email will contain a link where you can request to join your company's account.
        1. In the email, click Open Procore.
        2. Enter your company's information and click Next.
        3. On your company, click Request to Join.
        4. Company Admins at your company will receive an email about your request. They can approve your request to join. After you are assigned a permission level and added, users with Company Admin permissions can access the Payments tool and add a bank account.
           Note
          • If accepted, you will only see the Payments tool if you were given 'Admin' level permissions to the Company Directory tool.
          • If denied, the Payments tool will not be enabled.
    • Free Company Account
      1. If your company has its own free account and you are listed on their Team page, users with 'System Administrator' permissions at your company will receive an email inviting them finish setting up the Payments tool and link a bank account. 
      2. If you are not marked as an employee on the company account, you will receive an email to set up Procore Pay. This email will contain a link where you can request to join your company's account.
        • In the email, click Open Procore.
        • Enter your company's information and click Next.
        • On your company, click Request to Join.
        • Users with 'System Administrator' permissions at your company will receive an email about your request. They can approve your request to join the company. After you are assigned a permission level and added, users with 'System Administrator' permissions can access the Payments tool and add a bank account. 
           Note
          • If accepted, you will only see the Payments tool if you were given 'System Administrator' level permissions.
          • If denied, the Payments tool will not be enabled.

See Also