What are the default statuses for Procore Pay onboarding?
General Availability in Select Markets (United States)
Procore Pay 
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.Background
When processing invoice payments with Procore Pay, a payor sends an invoice to the payee to join Procore Pay as a beneficiary. The following steps need to be taken for a payee to successfully onboard to Procore Pay:
- The payor sends an invitation to the payee to join Procore Pay.
- The payee accepts the Procore Pay Invitation.
- The payee adds a bank account to receive payments. A payee's bank account is called a beneficiary account.
- The payor approves the beneficiary bank account.
Answer
To help users track the status of the payee onboarding process, there are four (4) Procore Pay onboarding statuses that appear in different parts of Procore:
- The 'Beneficiary Account Status' column in the Beneficiaries tab of the Company level Payments tool. To learn more, see About the Beneficiaries Tab in the Payments Tool.
- The 'Procore Pay Status' column in the Contracts tab of the Project level Commitments tool. To learn more, What are the default columns in the Contracts tab of the Commitments tool?
Default Procore Pay Onboarding Statuses
The table below details the different statuses that you'll see when managing beneficiaries for Procore Pay.
| Status | Description | Learn more... |
|---|---|---|
| Invite Not Accepted | The payee has been invited to Procore Pay (see Invite Beneficiaries to Procore Pay), but needs to accept the invitation. | Accept a Procore Pay Invitation as a Payee |
| No Bank Information | The payee has accepted the invitation to join Procore Pay, but needs to add a bank account to receive payment. | Add a Bank Account as a Payee |
| Needs Review | The payee has added a bank account to receive payment, but the payor needs to approve the beneficiary bank account. | Approve a Beneficiary Bank Account as a Payor |
| Approved | The beneficiary account has been approved by the payor. The payee is now ready to receive payment through Procore Pay. | Get Started: Payor Guides |