Tutorials
Payor
- Add Disbursement Contributors as a Payor
- Add Funding Accounts as a Payor
- Add Invoice Contacts to a Purchase Order or Subcontract
- Add or Remove Payments Admins as a Payor
- Add Payments Beneficiary Approvers as a Payor
- Approve a Beneficiary Bank Account as a Payor
- Assign a Default Workflow Template for Procore Pay
- Authorize Disbursements
- Complete the Transactional MFA Challenge for Disbursements
- Configure Payment Processing as a Payor
- Configure Procore Pay Fee Collection for a Procore Project
- Configure the Settings for a Payments Workflow Template
- Create and Apply a Manual Hold on an Invoice
- Create Disbursements
- Create Lien Waiver Templates
- Customize the Payment Controls for Your Active Projects
- Deactivate Funding Accounts as a Payor
- Delete Lien Waiver Templates
- Disable Disbursements
- Edit a Manual Hold on a Subcontractor Invoice
- Edit Funding Accounts as a Payor
- Edit Lien Waiver Templates
- Enable a Custom Onboarding Message with Automated Reminders as a Payor
- Enable Disbursements
- Enable Lien Waivers in the Company Payments Tool
- Enable or Disable Procore Pay on Your Projects
- Export Subcontractor Invoices as a Payor
- Export Subcontractor Invoices from the Payments Tool
- Issue Partial Payments for Subcontractor Invoices in Disbursements
- Link Bank Accounts to Procore Pay
- Manage Payment Requirements as a Payor
- Manage Payments Permissions
- Manage Payments Project Controls for a Single Project
- Open Invoices in the Payments Tool
- Release a Manual Hold on Subcontractor Invoices
- Remove Payments Beneficiary Approvers as a Payor
- Remove Payments Disbursers as a Payor
- Review a Compliance Document for a Subcontractor Invoice
- Search for and Apply Filters on the Subcontractor Invoices Tab
- Set a Default Funding Account as a Payor
- View a Disbursement
- View a Disbursements List
- View Business Entities & Accounts as a Payor
- View Funding Accounts as a Payor
- View Invoice Payment Status
- View Payment Requirements as a Payor
- View Payments Permissions as a Payor
- View the Disbursements Tab in the Payments Tool
- View the Payments Settings
- View the Payments Tool
- View the Payments Tool Change History
- View the Subcontractor Invoices Tab in the Payments Tool
Payee
- Accept a Procore Pay Invitation as a Payee
- Add a Bank Account as a Payee
- Add a Payment Method as a Payee
- Change the Default Payment Method as a Payee
- Deactivate a Bank Account as a Payee
- Disable Payments as a Payee
- Edit a Bank Account as a Payee
- Link Bank Accounts to Procore Pay
- Manage Active Pay Agreements as a Payee
- Manage Payments as a Payee
- Remove a Payment Method as a Payee
- Request a Signature from a Sub-Tier Waiver Contact as a Payee
- Search and Filter Payments as a Payee
- Set Up Procore Pay as a Payee
- Upload Bank Verification Documentation as a Payee
- View Bank Accounts as a Payee
- View Holds on a Subcontractor Invoice as an Invoice Contact for a Payee
- View Payment Requirements as the Invoice Contact for a Payee
- View the Payments Dashboard as a Payee
- View the Payments List as a Payee