View the Payments List as a Payee

Objective 

To view and configure the Payments List as a payee to see payment details.

Background

Procore Pay allows subcontractors to receive payments for invoices using Procore. You can view payments details such as the date the payment was initiated, invoice number, payment amount, payment status, and more. You can configure your table view to see these details as you would like.

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 

1. Navigate to your company's homepage. See How do I change companies?
2. Navigate to the Payments tool.
3. Click the Payments tab.
4. View the payment information.
5. Optional: Update your view to see relevant information. 
   • Configure what fields show on the table.
     1. Click the Table Configuration  icon.
     2. Move the toggle to the ON  position for the fields you want to show in the table.
     3. Click the X to close the modal.
   • Configure the order the columns appear.
     1. Click the header for the column that you want to move.
     2. Drag and drop the column to the desired location.
   • Pin columns to remain visible when you scroll.
     1. Click the Vertical Ellipsis  on the column you want to pin.
     2. Click Pin Column.
     3. Select where to pin the column.
        Note: To unpin the column, repeat these steps and click No Pin. 
   • Sort table by column.
     1. Click the header of the column until an Up Arrow  appears to sort by ascending.
     2. Click the header of the column until a Down Arrow  appears to sort by descending.
     3. Click the header of the column until no arrow appears to clear the sorting preference.

See Also 

• What are the default payment statuses in Procore Pay?
• Search and Filter Payments as a Payee
• Manage Payments as a Payee