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.
The table below details the email notifications for Procore Pay. Some email notifications are sent automatically by Procore Pay after specific events occur, while other notifications are optionally sent by end users as noted.
When payees have completed Procore Pay onboarding, Procore Pay sends the following email notifications to recipients.
Event | Purpose | Payor: Recipients | Payee: Recipients | Example |
|---|---|---|---|---|
Automatic. Approve Beneficiary Bank Accounts | To notify recipients that one or more beneficiary accounts is awaiting approval. This email is sent on Mondays and Thursday when there is at least one account awaiting approval. |
| None |
To learn more, see Approve a Beneficiary Bank Account as a Payor.
When payees have completed Procore Pay onboarding, Procore Pay sends the following email notifications to recipients.
For insurance documents, compliance notifications are manged by the Procore web application in the Project Directory tool. To learn more, see Who receives notification emails when a vendor's insurance expires?
Event | Purpose | Payor: Recipients | Payee: Recipients | Example |
|---|---|---|---|---|
Optional. Send Expiration Notification | To notify the payee's invoice contacts on a commitment when the compliance requirement is within fourteen (14) days of the set 'Expiration Date'. To stop a notification, change or remove the expiration date. | None | Invoice Contacts | - |
To learn more, see:
When disbursements are updated within the system, Procore Pay sends the following automated email notifications to keep all relevant parties informed of changes to payment status or documentation.
Event | Purpose | Recipients | Environment | Example |
|---|---|---|---|---|
Automatic. Invoice Removed from Disbursement |
| Payor |
When sending payments to payees, Procore Pay sends the following email notifications to recipients.
Event | Purpose | Payor: Recipients | Payee: Recipients | Example |
|---|---|---|---|---|
Automatic. Disbursement # [number] has been funded | To notify users in the payor environment that the request for funds has been verified for withdrawal from the payor's external bank account. | Payments Admins Payments Disbursers | None | |
Automatic. Payment completed | To notify users in the payor environment that all of the invoice payments in a disbursement have been completed. | Payments Admins Payments Disbursers | None | |
Automatic. Payment issued | To notify users in the payee environment that invoice payment has been issued and the payment amount will be deposited by ACH to their linked bank account. | None | Payments Admins and Invoice Contacts |
To learn more, see What are the default payment statuses in Procore Pay?
When lien waivers are enabled on the Invoice Management tools in Procore, Procore Pay sends the following notifications to recipients.
Event | Purpose | Recipients | Environment | Example |
|---|---|---|---|---|
Optional. Request to unlock unconditional lien waiver | To provide general contractors who send manual invoice payments to payees (i.e., do not send invoice payments in a disbursement) with a way to request that the invoice contact unlock the signed unconditional lien waiver. | Invoice Contact | Payee | |
Automatic. A lien waiver is generated | To provide payees with notice that a new lien waiver has been generated. This is particularly useful in scenarios where the general contractor has entered the invoice in Procore on behalf of the payee, or manually registered the lien waivers. | All Invoice Contacts | Payor | - |
Automatic. A lien waiver has not been signed within 48 hours | To remind payees that they still need to sign lien waivers. | All Invoice Contacts | Payee | - |
To learn more, see:
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