Change the Default Payment Method as a Payee
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
- 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 only have one payment method added, it is automatically the default payment method.
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 the vertical ellipsis next to the payment method you want to set as the default.
- Click Set as Default Payment Method.