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Procore

Manage Workflow Settings for Procore Pay

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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.

What do you want to do?

When using Procore Pay to send payments, you can create a Payments Workflow in the Company level Workflows tool. See Best Practices for Creating a Payments Workflow. Once created, authorized users can configure the template's settings in the Payments tool. 

Configure Workflow Settings:
I want to configure a Payments Workflow
Assign Default Template:
I want to assign a default workflow template for Procore Pay