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Procore

Reassign a Procore Pay Invitation

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 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png  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.
Limited Release
Free Procore accounts are currently available in English in Canada and the United States.

Objective 

To reassign an invitation to set up the Payments tool to receive payments using Procore Pay.

Background

General contractors can invite subcontractors to receive direct payments through Procore Pay. Once invited, subcontractors must add a bank account to receive these payments. If the invited individual is not responsible for setting up the account, the subcontractor can reassign the invitation to the appropriate person within their company.

Things to Consider 

Steps 

  1. In your email client, open the Procore Pay invitation email.
    invitation-email.png
  2. Click Reassign Invite.
  3. Enter the information of the person to whom you want to reassign the invitation:
    • First Name. The person's first name.
    • Last Name. The person's last name.
    • Email Address. The person's email address.
  4. Click Send.
    The recipient will receive the invitation and can continue the setup process by following steps to Accept a Procore Pay Invitation as a Payee.

See Also