Create Disbursements
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.Objective
To create a new disbursement in the Company level Payments tool to pay subcontractor invoices as a Payments Admin or Disburser.
Background
With Procore Pay, only a Payments Admin or Disburser can create disbursements using the 'Subcontractor Invoice' tab in the Company-level Payments tool. A single disbursement can handle up to 100 subcontractor invoice payments and can be saved as a 'Draft' for flexibility and accuracy. Users can add or remove invoices while in 'Draft' status before the team reviews and authorizes the disbursement.
Using the Company-level Workflows tool, payors can verify invoice payment requirements and start a custom payments workflow to review and approve disbursements, ensuring thorough oversight. See Best Practices for Creating a Payments Workflow. Without the Workflows tool, Payments Admins or Disbursers verify payment requirements and authorize disbursements directly. Once authorized, a Procore Pay disbursement initiates the drawdown request and payment orders to transfer funds from the payor and send payments to payees. See How do funds flow between bank accounts with Procore Pay?
To receive payments, payees must have a free or paid Procore account and a user with administrator permissions must securely add a verified bank account. For more information, see Get Started: Payee Guides.
Things to Consider
- Required User Permissions
- A single disbursement can handle up to 100 subcontractor invoice payments.
- Invoice payments must be a positive amount. Procore Pay does not support negative invoice payments.
- Payment Admins and Disbursers cannot authorize a disbursement if they are the last approver on any invoice within the disbursement.
Prerequisites
- Payors must complete all steps in Enable Procore Pay as a Payor.
- Payees must complete all steps in Set Up Procore Pay as a Payee.
- Create at least one (1) commitment on a Pay-enabled Procore project. See Create a Commitment.
- Create at least one (1) subcontractor invoice for a commitment and place the invoice into the 'Approved' status. See Create a Subcontractor Invoice.
Steps
Review Invoices
- Navigate to the Company level Payments tool.
- Click the Subcontractor Invoices tab.
Tip
Are invoices ready to pay? Use these tips:
- Under Payment Requirements, a unit fraction in the Requirements column shows if an invoice meets payment requirements and an icon appears in the Manual Holds column if a hold has been applied. Only authorized users can manage and view payment requirements and holds. See Manage Payment Requirements as a Payor and Manage Payment Holds as a Payor.
- Use the Search, Filter, and Group By options to narrow the list. See Manage Rows & Columns on the Subcontractor Invoices Tab and Search for and Apply Filters on the Subcontractor Invoices Tab.
- Select one (1) or more 'Unpaid' invoice(s) by marking the checkbox(es) and click Add to Disbursement.
Note
- If there are existing disbursements in the 'Draft' status:
- To create a new disbursement, click Create New.
- To add the selected disbursements to an existing 'Draft', select it from the menu. See Add Subcontractor Invoices to a 'Draft' Disbursement.
This opens the New Disbursement panel on the right side of the page.Notes
- For payors using a custom payments workflow, the New Disbursement page contains two sub-pages: #1 Review Invoices and #2 Select Funding Account.
- For payors not using a custom Payments workflow, the New Disbursement page also contains a #3 Authorize sub-page.
- If there are existing disbursements in the 'Draft' status:
- In the #1 Review Invoices page, confirm the invoices, beneficiaries, project, requirements, holds, and amounts due for each invoice in the disbursement.
- Optional. To remove an invoice, click the
icon. See Remove Subcontractor Invoices from Disbursements as a Payor. - Click Continue and proceed with the Next Step.
Select Funding Account
Your next step depends on whether your company configured a custom payments workflow. See Best Practices for Creating a Payments Workflow.
If you only see the #2 Select Funding Account page, your company implemented a custom payments workflow to streamline approval. Click here for next steps.
- In the #2 Select Funding Account page:
- Funding Account. Select your company's funding account from the drop-down list.
- Disbursement Name. Enter a unique name to help others identify the disbursement. There is a maximum character limit of 50.
- Choose one (1) option:
- To go back to the previous step, click Back.
- To save the disbursement as a 'Draft', click Save as Draft. Procore adds a 'Draft' status to the disbursement for easy identification. To add more invoices to the disbursement, see Add Subcontractor Invoices to a 'Draft' Disbursement.
- If you are ready to pay the invoices in the disbursement, click Start Workflow.
- Continue with the steps in Workflows Enabled: Start the Payments Workflow & Authorize the Disbursement.
If you see a #3 Authorize page, your company hasn't implemented a custom payments workflow to streamline approval. Click here for next steps.
- In the #2 Select Funding Account page:
- Funding Account. Select your company's funding account from the drop-down list.
- Disbursement Name. Enter a unique name to help others identify the disbursement. There is a maximum character limit of 50.
- Choose one (1) of these options:
- To save the disbursement as a 'Draft', click Save as Draft. Procore adds a 'Draft' status to the disbursement for easy identification. To add more invoices to the disbursement, see Add Subcontractor Invoices to a 'Draft' Disbursement.
- To pay the invoices in the disbursement, click Continue and proceed to Authorize Disbursements.