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Procore

Search and Filter Payments as a Payee

 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 only available in the United States and Canada.

Objective 

To search and filter payments details for payments your company received through Procore Pay.

Background

You can receive payments for invoices through Procore Pay. You can search and filter payments based on the initiated date of payment, company, project, or payout bank account.

Things to Consider 

Steps 

  1. Navigate to your company's homepage. See How do I change companies?
  2. Navigate to the Payments tool.
  3. Click the Payments tab.

Search for Payments

  1. In the 'Search' icon-search.png box, enter your search keywords. You can search in the following fields:
    • Company
    • Project
    • Invoice Number
    • Amount
    • Check Number

The table automatically updates and displays results that match your keywords.

Filter Payments

  1. Click the drop-down menu option for the desired filter.
    • Date Payment Initiated
    • Company
    • Project
    • Payout Bank Account
  2. Select the option you want to filter by.

The table automatically updates and displays results that match all filters you select.

See Also