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
Approve a Beneficiary Bank Account as a Payor
Invite Beneficiaries to Procore Pay
Manage Beneficiaries in Procore Pay
View Beneficiary Change History as a Payor
Business Entities
Add Business Entities as a Payor
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 Business Entities as a Payor
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
Compliance
Add Required Compliance Documents to Compliance Templates
Add a Compliance Document to a Subcontractor Invoice
Assign a Compliance Template to a Procore Project
Create Compliance Templates for Projects as a Company Admin
Delete a Compliance Document from a Subcontractor Invoice
Manage Compliance Documents and Statuses on Subcontractor Invoices
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
Review a Compliance Document for a Subcontractor Invoice
Upload a Compliance Document to a Subcontractor Invoice
View Payment Requirements as a Payor
View Payment Requirements on a Project Invoice as an Invoice Administrator
View the Change History of a Compliance Template
Disbursements
About the Disbursements Tab in the Payments Tool
Add Disbursement Contributors as a Payor
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
Add Business Entities as a Payor
Add Disbursement Contributors as a Payor
Add Funding Accounts as a Payor
Add Payments Beneficiary Approvers as a Payor
Add Payments Disbursers as a Payor
Assign a Default Workflow Template for Procore Pay
Best Practices for Creating a Payments Workflow
Configure Payment Processing as a Payor
Configure Procore Pay Fee Collection for a Procore Project
Configure the Settings for a Payments Workflow Template
Disable Disbursements
Edit Funding Accounts as a Payor
Enable Disbursements
Enable a Custom Onboarding Message with Automated Reminders 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 Payments Project Controls for a Single Project
Manage Procore Pay Bank Accounts
Manage Project Controls in Bulk
Manage Workflow Settings for Procore Pay
Remove Payments Beneficiary Approvers as a Payor
Remove Payments Disbursers as a Payor
Set a Default Funding Account as a Payor
View Business Entities & Accounts as a Payor
View Funding Accounts as a Payor
View Payments Permissions as a Payor
View the Payments Tool Change History
Workflow Assignments: Troubleshooting Guide
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 Disbursement Contributors as a Payor
Add Payments Beneficiary Approvers as a Payor
Add Payments Disbursers as a Payor
Add or Remove Payments Admins as a Payor
Manage Payments Permissions
Remove Payments Beneficiary Approvers as a Payor
Remove Payments Disbursers as a Payor
View Payments Permissions as a Payor
Project Controls
Configure Procore Pay Fee Collection for a Procore Project
Manage Payments Project Controls for a Single Project
Subcontractor Invoices
About the Subcontractor Invoices Tab in the Payments Tool
Enable Lien Waivers & Set Default Templates on Projects
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
Upload Signed Lien Waivers for Subcontractor Invoices
View Invoice Payment Status
View Sub-Tier Information on a Subcontractor Invoice
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
Workflow Assignments: Troubleshooting Guide
Payee Tutorials
Guides
Payee Setup Guide
Payee User Guide
Setup
Set Up Procore Pay as a Payee
Reassign a Procore Pay Invitation
Accept a Procore Pay Invitation as a Payee
Manage Payment Permissions 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
Manage Payment Permissions 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