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Procore

Customize the Payment Controls for Your Active Projects

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 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 customize the payment controls for your existing Procore projects. 

Background

With Procore Pay, a Payments Admin can customize the payment controls for your existing Procore projects using the Project Controls page. You can use the Edit Pay button to set a default funding account for your projects. You can also turn the pay features ON and OFF on the active projects in your Procore Pay environment. 

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Payments tool. 
  2. Click the Payments Settings icon-settings-gear-android.png icon. 
    This opens the Payments Settings page. The Funding Accounts page is active by default.
  3. Click Project Controls. 
  4. In the table, do the following:
    • To select one or more projects, mark the checkbox(es) to the desired projects. 
      OR
    • To select all projects, mark the checkbox in the Project column header. 
  5. Click Edit Bank Account and choose an option from the drop-down list.
     Tips
    • Looking for a specific account? Start typing the account nickname in the Search box to narrow the accounts in the list. 
    • Want to change the selected 'Pay' status? You can change both settings in the same action. To learn more, see Enable or Disable Procore Pay on Your Projects.
    edit-bank-account-with-options.png
    • Select at disbursement. Choose this option to force your Payments Disbursers to select the funding account. A funding account is the verified bank account from which a drawdown request for funds is made to complete the payments in a disbursement. To learn more, see Create Disbursements. 
    • One of your existing accounts. Choose one of your company's existing funding accounts from the drop-down list. To learn how to add an account to the list, see Add Funding Accounts.

See Also