Payments Beneficiary Approver Guide

When using Procore Pay to pay a Facture de sous-traitant, it's recommended that an Administrateur des factures invite the Contact de facturation on a Engagement to join Procore Pay. Once invited, the invoice contact can then link their bank account and complete the account verification process to receive invoice payments. The account that the Bénéficiaire links to Procore Pay is called a Beneficiary Account in the Payments tool.

An alternative method for inviting payees to join Procore Pay is also available in the Beneficiaries tab of the Payments tool. With this method, a Administration des paiements or Approbateur du bénéficiaire des paiements invites company contacts to set up Procore Pay and add beneficiary accounts.

After adding a beneficiary account, a Payments Admin or a Payments Beneficiary Approver for the Payeur must approve the account. Later, as part of the subcontractor invoice process, invoice administrators can invite downstream invoice contacts to submit their invoices in Procore using the Commitments tool.