Add a Payment Method as a Payee
Objective
To add a payment method to pay platform fees when using Procore Pay.
Background
General contractors can use Procore Pay to pay subcontractors that are invoiced through Procore. When a payor marks a commitment as 'approved', Procore creates a Pay Agreement with the commitment details and, if applicable, the fees required to use Procore Pay. Credit cards added as payment methods are used to pay any fees that are required in the Pay Agreement.
Things to Consider
- Required User Permissions
Note: Permissions differ based on whether your company has a free or paid Procore account. See How can I tell if I have a free or paid Procore account? - If you have only one credit card on file, it is automatically set as your default payment method for fees.
- You can add multiple payment methods to your Procore account.
Steps
- Navigate to your company's homepage. See How do I change companies?
- Navigate to the Payments tool.
- Click the Configure Settings icon.
- Click Payment Methods.
- Click Add Payment Method.
- Enter your credit card information.
- Mark the checkbox if this should be the default payment method for processing fees.
- Click Save Card.