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Procore

Cancel Disbursements Before Authorization as a Payor

 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png  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.

Objective

To cancel a disbursement from the Company level Payments tool as a payor.

Background

Payment Admins and Payment Disbursers can only cancel disbursements before they are authorized for payment processing. The steps that you use to cancel a disbursement depend on whether your team has configured a custom Payments Workflow to authorize disbursements: 

  • If your team is using a workflow, users can cancel disbursements at any time during the steps in the Payments Workflow before the disbursement is authorized.
  • If your team isn't using a workflow, users are permitted to cancel disbursements before clicking the Authorize button. 

Things to Consider

Prerequisites

Steps

Cancel a New Disbursement Before Authorizing it with a Payments Workflow

If your company is using a custom Payments Workflow, Payment Admins and Payment Disbursers can cancel a disbursement while the workflow is in progress, as long as has not been authorized for payment processing. 

  1. Create a new disbursement. See Create Disbursements.
    When Procore Pay is configured to use a custom Payments Workflow, you'll see the Show Workflow button in the top-right corner of the window. 
  2. In the General tab, click Cancel Disbursement

    cancel-disbursement-button.png
     
  3. In the Disbursement Cancellation prompt, type your reason in the Reason for Cancellation box. 

    confirm-disbursement-cancellation.png
     
  4. Click Confirm
    Procore Pay changes the disbursement's Status changes to Canceled in the Disbursements tab. If you click the Invoice No. link the Workflow Status also changes to Canceled. In addition, the workflow history is cleared. To learn more about disbursement statuses, see What are the default workflow statuses for disbursements in Procore Pay's custom payments workflow?

    disbursement-cancelled.png

Cancel a New Disbursement Before Authorizing it without a Payments Workflow

When creating a new disbursement, Payment Admins and Payment Disbursers can cancel it before authorization. Simply click the X to close the New Disbursement form. This closes the New Disbursement form without saving the disbursement. You do not need to enter a cancellation reason.

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