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Procore

View the Payments Dashboard as a Payee

 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.
Limited Release
Free Procore accounts are currently only available in the United States and Canada.

Objective 

To navigate to the Payments Dashboard as a payee.

Background

After setting up Procore Pay, you can navigate to the Payments Dashboard to see an overview of recent payments and other payment details.

Things to Consider 

Prerequisites

Steps 

  1. Navigate to your company's homepage. See How do I change companies?
  2. Navigate to the Payments tool.
    In the Payments tool, the Dashboard tab is active by default.

Dashboard

The table below describes the available features and options. 

Card Description What can you do? Learn more...
Recent Payments View a summary of your recent payments in table format. Data columns include: Date Payment Initiated, Company, Project, Amount, and Payment Status. Click the View All Payments button to open to the Payments Received tab to view details payment information.  View the Payments List as a Payee
Bank Accounts View the account nickname and verification status of the external bank account(s) that receive payments. Click the Manage Accounts button to open the Account Settings page, where you can manage your Payment Settings. Manage Procore Pay Bank Accounts