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Manage Beneficiaries in Procore Pay

 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png with payments powered by Goldman Sachs Transaction Banking (TxB)* 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.

What do you want to do?

When using Procore Pay to send payments powered by Goldman Sachs TxB, 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.