Edit Early Pay Programs as a Payor (Beta)

 In Beta
This content is for participants of Procore Pay Early Pay Beta Program.

Objective

To edit an Early Pay Program as a Payments Admin for the Payor using the Company level Payments tool.

Background

A Payments Admin for the payor can edit the following elements of an Early Pay Program. Program fees and due dates cannot be modified.

  • The program's name.
  • The personalized message to subcontractors. 
  • The attachments. 

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Payments tool. 
  2. Click Early Pay Programs. 
  3. Locate the program's card.
  4. Click Manage. 

    button-manage-epp.png
     
  5. At the top of the page, click Edit. 

    manage-epp-edit-button.png
     
  6. In the Program Details card, type a new Program Name.

    edit-program-name.png
     Tip
    Which fields are editable? By design, only Program Name. The Standard Fee, Preferred Fee, Due Date, and Status cannot be modified in Edit mode. To change fees and due dates, you must deactivate the existing program (see Deactivate Early Pay Programs as a Payor) and create a new program offering. See Create Early Pay Programs as a Payor.  To change the status of a program from Active to Inactive, see Deactivate Early Pay Programs as a Payor. 
  7. Optional. Under Subcontractor Instructions, type any relevant information or instructions in the Message to Subcontractors box. The message is sent in outgoing invites to subcontractors. 

    edit-program-subcontractor-instructions.png
     
  8. Click Save. 
    A GREEN success banner appears to confirm the program update. 

See Also