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  1. Support Home
  2. About The Payment Processing Tab In The Payments Tool
  3. More

About The Payment Processing Tab In The Payments Tool

  • Tab Overview
  • Tab Considerations
  • Add Funding Accounts
  • Edit Funding Accounts
  • Set a Default Funding Account
  • Deactivate Accounts
  • View Business Entities & Funding Accounts
  • Add or Remove Payments Admins
  • Add Disbursers
  • Remove Disbursers
  • Add Beneficiary Approvers
  • Remove Beneficiary Approvers
  • Enable or Disable Pay
  • Manage Controls in Bulk
  • Customize Payment Controls for Projects
  • Configure Fee Collection
  • Best Practices
  • Configure a Template
  • Assign a Default Template
  • Enable Disbursements
  • Disable Disbursements
  • View History
  • More
  • Tab Overview
  • Tab Considerations
  • Add Funding Accounts
  • Edit Funding Accounts
  • Set a Default Funding Account
  • Deactivate Accounts
  • View Business Entities & Funding Accounts
  • Add or Remove Payments Admins
  • Add Disbursers
  • Remove Disbursers
  • Add Beneficiary Approvers
  • Remove Beneficiary Approvers
  • Enable or Disable Pay
  • Manage Controls in Bulk
  • Customize Payment Controls for Projects
  • Configure Fee Collection
  • Best Practices
  • Configure a Template
  • Assign a Default Template
  • Enable Disbursements
  • Disable Disbursements
  • View History
  • More

More

  • About the Payments Processing Tab in the Payments Tool

  • About the Payments Settings

  • Add Business Entities as a Payor

  • Add Disbursement Contributors as a Payor

  • Add Funding Accounts as a Payor

  • Add Payments Beneficiary Approvers as a Payor

  • Add Payments Disbursers as a Payor

  • Assign a Default Workflow Template for Procore Pay

  • Best Practices for Creating a Payments Workflow

  • Configure Payment Processing as a Payor

  • Configure Procore Pay Fee Collection for a Procore Project

  • Configure the Settings for a Payments Workflow Template

  • Disable Disbursements

  • Edit Funding Accounts as a Payor

  • Enable Disbursements

  • Enable a Custom Onboarding Message with Automated Reminders as a Payor

  • Enable or Disable Procore Pay on Your Projects

  • Link Bank Accounts to Procore Pay

  • Manage Payments Project Controls for a Single Project

  • Manage Project Controls in Bulk

  • Remove Payments Beneficiary Approvers as a Payor

  • Remove Payments Disbursers as a Payor

  • Set a Default Funding Account as a Payor

  • View Business Entities & Accounts as a Payor

  • View Funding Accounts as a Payor

  • View Payments Permissions as a Payor

  • View the Payments Tool Change History

  • Workflow Assignments: Troubleshooting Guide

View History

Procore is committed to advancing the construction industry by improving the lives of people working in construction, driving technology innovation, and building a global community of groundbreakers. Our connected global construction platform unites all stakeholders on a project with unlimited access to support and a business model designed for the construction industry.

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