Procore Pay - Tutorials
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Payor Tutorials
Bank Accounts
Add Funding Accounts as a Payor
Deactivate Funding Accounts as a Payor
Edit Funding Accounts as a Payor
Link Bank Accounts to Procore Pay
Manage Payment Processing
Manage Procore Pay Bank Accounts
Manage Project Controls
Manage Project Controls in Bulk
Open a Deposit Account for Procore Pay as a Payor
Set a Default Funding Account as a Payor
View Funding Accounts as a Payor
Beneficiaries
About the Beneficiaries Tab in the Payments Tool
Add Invoice Contacts to a Purchase Order or Subcontract
Invite Beneficiaries to Procore Pay
Manage Beneficiaries in Procore Pay
View Beneficiary Change History as a Payor
Compliance
Add Required Compliance Documents to Compliance Templates
Assign a Compliance Template to a Procore Project (Beta)
Create Compliance Templates for Projects as a Company Admin
Manage Compliance as an Administrator for the Payor
Manage Contract Compliance Documents & Statuses for a Commitment
Manage Insurance Compliance on Commitments with Procore Pay
Manage Insurance Documents & Compliance Statuses for a Commitment
Manage the Insurance Compliance Status of a Commitment
Remove Contract Compliance Documents from a Commitment as an Invoice Administrator
View the Change History of a Compliance Template
Disbursements
About the Disbursements Tab in the Payments Tool
Add Payments Disbursers as a Payor
Assign a Default Workflow Template for Procore Pay
Authorize Disbursements
Create Disbursements
Disable Disbursements
Enable Disbursements
Manage Advanced Settings for Payment Processing
Manage Disbursements
Manage Invoices in the Payments Tool
Remove Payments Disbursers as a Payor
View Payments Permissions as a Payor
View a Disbursement
View a Disbursements List
Holds
About Holds in Procore Pay
Create and Apply a Manual Hold on an Invoice
Edit a Manual Hold on a Subcontractor Invoice as a Payor
Manage Payment Holds as a Payor
Release a Manual Hold on Subcontractor Invoices
Lien Waivers
Create Lien Waiver Templates
Delete Lien Waiver Templates
Edit Lien Waiver Templates
Enable Lien Waivers in the Company Payments Tool
Generate Lien Waivers on Project Invoices
Manage Lien Waivers & Templates
Preview Lien Waivers on Project Invoices
Regenerate Lien Waivers on Project Invoices
Send a Request to Unlock a Signed Unconditional Lien Waiver
View Signed Lien Waivers on Subcontractor Invoices
Multi-Factor Authentication (MFA)
Complete the Transactional MFA Challenge for Disbursements
Log in to Procore Pay with Multi-Factor Authentication
Set Up MFA for Procore Pay on Your Device
Payment Processing
About the Payments Settings
Configure Payment Processing as a Payor
Enable or Disable Procore Pay on Your Projects
Link Bank Accounts to Procore Pay
Manage Advanced Settings for Payment Processing
Manage Payment Processing
Manage Procore Pay Bank Accounts
Manage Workflow Settings for Procore Pay
Remove Payments Disbursers as a Payor
Payment Requirements
About Holds in Procore Pay
Manage Compliance as an Administrator for the Payor
Manage Contract Compliance Documents & Statuses for a Commitment
Manage Insurance Documents & Compliance Statuses for a Commitment
Manage Payment Holds as a Payor
Manage Payment Requirements as a Payor
Manage Project Invoices with Procore Pay
Release a Manual Hold on Subcontractor Invoices
View Payment Requirements
View Payment Requirements as a Payor
View Payment Requirements on a Project Invoice as an Invoice Administrator
Payments Permissions
Add Payments Disbursers as a Payor
Add or Remove Payments Admins as a Payor
Manage Payments Permissions
Remove Payments Disbursers as a Payor
Project Controls
Customize the Payment Controls for Your Active Projects
Subcontractor Invoices
About the Subcontractor Invoices Tab in the Payments Tool
Export Subcontractor Invoices from the Payments Tool
Manage Invoices in the Payments Tool
Manage Project Invoices with Procore Pay
Manage Rows & Columns on the Subcontractor Invoices Tab
Open Invoices in the Payments Tool
Search for and Apply Filters on the Subcontractor Invoices Tab
View Invoice Payment Status
Sub-Tier Waivers
Enable Lien Waivers & Set Default Templates on Projects
Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator
Manage Lien Waivers on Project Invoices
Manage Sub-Tier Waivers
Upload Signed Lien Waivers for Subcontractor Invoices
View Sub-Tier Information on a Subcontractor Invoice
Workflows Tool
Assign a Default Workflow Template for Procore Pay
Authorize Disbursements
Best Practices for Creating a Payments Workflow
Configure the Settings for a Payments Workflow Template
Manage Workflow Settings for Procore Pay
View a Disbursement
Payee Tutorials
Setup
Set Up Procore Pay as a Payee
Accept a Procore Pay Invitation as a Payee
Bank Accounts
Add a Bank Account as a Payee
Deactivate a Bank Account as a Payee
Edit a Bank Account as a Payee
Link Bank Accounts to Procore Pay
Manage Procore Pay Bank Accounts
Upload Bank Verification Documentation as a Payee
View Bank Accounts as a Payee
Pay Agreements and Payment Methods
Add a Payment Method as a Payee
Change the Default Payment Method as a Payee
Manage Active Pay Agreements as a Payee
Remove a Payment Method as a Payee
Review and Accept Pending Pay Agreements as a Payee
Invoices
Manage Project Invoices with Procore Pay
Send a New Invoice as an Invoice Contact using Procore Pay
Lien Waivers
Generate Lien Waivers on Project Invoices
Preview Lien Waivers on Project Invoices
Regenerate Lien Waivers on Project Invoices
Sign Lien Waivers on Project Invoices
Unlock a Signed Unconditional Lien Waiver as an Invoice Contact
Sub-Tier Waivers
Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact
General
Disable Payments as a Payee
Manage Payments as a Payee
Search and Filter Payments as a Payee
View Payment Requirements
View Payment Requirements as an Invoice Contact
View the Payments Dashboard as a Payee
View the Payments List as a Payee