Deactivate a Bank Account as a Payee

Objective

To deactivate a bank account that your company added to receive payments using Procore Pay.

Background

If you are contracted to do a job for a company using Procore Pay to manage invoice payments, you can add a bank account to your company's account to receive payments. You can add multiple accounts and deactivate accounts as needed, however, you must always have one (1) bank account linked as a deposit account.

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?
• You must link one (1) bank account and set it as your 'Deposit Account' to receive payments with Procore Pay. 

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 External Bank Accounts.
5. Click the Vertical Ellipsis  next to the bank account and click Deactivate. 
6. Review the confirmation prompt.

    Important

   Before you deactivate your external bank account, be aware of the following:

   • If the account being deactivated is also your deposit account, you must first set up a new deposit account. See Edit a Bank Account as a Payee.
   • By deactivating the external account, it will no longer be available to receive payments. Any payments that have already been sent to this account will not be canceled.
   • Once deactivated, no new payments can be deposited in the account.
7. If you agree, click Deactivate.

See Also

• Add a Bank Account as a Payee
• Edit a Bank Account as a Payee