Enable & Configure Procore Pay Invoice Signing

 General Availability in Select Markets (United States)

Flag Us 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.

In Beta

This feature is currently in beta for Procore Pay customers.

Background

Streamline your compliance process by enabling subcontractors to sign their invoices natively within Procore. By using the "Invoice Signed" requirement, you can automate payment holds and manage the execution of required financial documents supported within Procore Pay, prior to the release of funds.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Company level Payments tool and the project’s Invoicing tool.

Steps

Enable Signature Methods (Company Level)

Before using the feature on projects, you must authorize the signing methods for your organization.

  1. Navigate to the Company Admin tool.

  2. Under Project Settings, click Defaults.

  3. Scroll down to the Signature Settings section.

  4. Toggle the switches to enable your preferred methods:

    • Enable Docusign: When you enable this setting, users can sign items across Procore projects with Docusign.

    • Enable Procore Digital Signing for Invoicing: When you enable this setting, subcontractors can sign invoices directly in Procore.
      Note: Both options can be enabled to give project teams a choice.

Configure Project Settings (Project Level)

Set the specific signing behavior for an individual project.

  1. Navigate to the project’s Invoicing tool.

  2. Click the Configure Settings icon.

  3. In the Invoice Signature Settings section, select the Default Signature Method (Procore Sign or DocuSign).
    Note: If Procore Pay is enabled on the project, the system defaults to Procore Sign to keep the experience native; however, Admins maintain full control to set their preferred method

Add the "Invoice Signed" Payment Requirement

Help automate your holds by setting the signature as a required compliance item.

  1. Within the project’s Invoicing tool settings, click Payment Requirements.

  2. Locate the "Invoice Signed" requirement in the list.

  3. Mark the checkbox to Enable the requirement.

  4. (Optional) Set the Automatic Hold toggle to 'On' if you want to trigger payment holds for any invoice that has not yet been signed.

Monitor & Review Signatures

  1. Navigate to the Subcontractor Invoices tab in the Payments tool.

  2. Use the Compliance column to see the real-time status of the "Invoice Signed" requirement.

  3. To view a signed document, open the invoice and click the Download button in the banner. The signature will be applied directly to the invoice cover sheet.


See Also

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