Search and Filter Payments as a Payee
General Availability in Select Markets (United States)
Procore Pay 
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 functionality in the Procore web application to handle the payment process between general and specialty contractors.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
- Required User Permissions
Note: Permissions differ based on whether your company has a free or paid Procore account. See How can I tell if I have a free or paid Procore account?
Steps
- Navigate to your company's homepage. See How do I change companies?
- Navigate to the Payments tool.
- Click the Payments tab.
Search for Payments
- In the 'Search'
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
- Click the drop-down menu option for the desired filter.
- Date Payment Initiated
- Company
- Project
- Payout Bank Account
- Select the option you want to filter by.
The table automatically updates and displays results that match all filters you select.