Paths to Payee
There are two (2) paths that General Contractors can use to onboard their Specialty Contractors to the Procore Pay platform so they can get paid. Here's the breakdown:
Onboarding Path: Invite from Payor
Onboarding starts with a payor, who invites a Specialty Contractor to Procore Pay. Procore Pay sends the invitation to the designated invoice contact, designated within the General Contractor's commitment in a Procore project. The Specialty Contractor then creates a Procore company account, adds their business, bank, and tax details (beneficiary information), and submits this information to Procore Pay for account verification. Once Procore Pay verifies the account, the payor must also approve the beneficiary information. After the payor's approval, the Specialty Contractor is ready to get paid through Procore Pay.
Important
Is the Specialty Contractor's invoice contact the correct person to set up their Procore company account and add beneficiary information? If the invoice contact for the Specialty Contractor's company lacks authority for these tasks, they are responsible for reassigning it to the appropriate person. See Reassign a Procore Pay Invitation.
Onboarding Path: Initiate Setup from a Commitment
To begin onboarding, a General Contractor provides the Specialty Contractor's invoice contact with access permission to their commitment in the Project level Commitments tool. The invoice contact then initiates the setup process from the Commitments tool, and the system sends an email invitation to start setup.
Important
Is the Specialty Contractor's invoice contact the correct person to set up their Procore company account and add beneficiary information? If the invoice contact for the Specialty Contractor's company lacks authority for these tasks, they are responsible for reassigning this task to the appropriate person. See Reassign a Procore Pay Invitation.
