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Procore

Change the Default Payment Method as a Payee

 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.
Limited Release
Free Procore accounts are currently only available in the United States and Canada.

Objective

To change the default 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, 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. You can update your default payment method at any time.

Things to Consider

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 icons-settings-gear.png icon.
  4. Click Payment Methods.
  5. Click the vertical ellipsis icon-ellipsis-vertical.png next to the payment method you want to set as the default.
  6. Click Set as Default Payment Method.

See Also