Manage Beneficiaries in Procore Pay
What do you want to do?
When using Procore Pay to send payments, payees must join Procore Pay and add their bank accounts before payors can send invoice payments to their payees.
I am an Invoice Administrator
With Procore Pay, invoice administrators can invite a payee to join Procore Pay as a beneficiary. Once invited, future payees must setup Procore Pay as a payee and add a beneficiary account as a payee. Invoice administrators can also invite invoice contacts to submit subcontractor invoices for the Open billing period in Procore.
I am a Payments Admin or Beneficiary Approver
Only a Payments Admin or a Beneficiary Approver can approve beneficiary accounts in the Payment tool's Beneficiaries tab.