Manage Payments Project Controls for a Single Project
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 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
- Procore projects must be in the 'Active' status to appear in the 'Project Controls' list. See Change a Project's Status to Active or Inactive.
Steps
- Navigate to the Company level Payments tool.
- Click the Payments Settings
icon.
This opens the Payments Settings page. - Click Project Controls.
- Locate the project line item and change its project controls as needed:
Note
If you want to change the project controls in bulk, see Manage Project Controls in Bulk.- Edit Pay. Choose the Enabled or Disabled setting from the drop-down list.
- Edit Business Entity. If your company operates multiple business entities, select one from the drop-down list or choose the 'Select at Disbursement' option. See Add Business Entities as a Payor.
- Edit Funding Account. Choose one of your company's linked external accounts or the Select at Disbursement option. See Add Funding Accounts as a Payor.
-
Beta Edit Early Pay Program. Choose one of your company's Early Pay Programs. To learn more, see About Early Pay Programs.
The system saves your changes automatically.