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

1. Navigate to your company's homepage. See How do I change companies?
2. Navigate to the Payments tool.
3. Click the Configure Settings  icon.
4. Click Payment Methods.
5. Click Add Payment Method.
6. Enter your credit card information:
   • Card Number. Enter the credit card number.
   • CVC. Enter the card verification code. The location of this code on the card varies by credit card company.
   • Expiration date. Enter the credit card's expiration date.
   • Set a Default Payment. Mark the checkbox if this should be the default payment method for processing fees.
   • Cardholder Name. Enter the holder's name as it appears on the card.
   • Email Address. Enter a valid email address for the cardholder.
   • Address 1. Enter the cardholder's primary address.
   • Address 2. Enter additional address information.
   • City. Enter the cardholder's city.
   • State. Enter the cardholder's state.
   • Postal Code. Enter the postal code.
   • Country. Enter the country.
   • Contact Phone Number. Enter the cardholder's telephone number. 
7. Click Save Card.

See Also

• Change the Default Payment Method as a Payee
• Remove a Payment Method as a Payee