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.
After purchasing Procore Pay, Procore assigns an Implementation Project Manager to oversee the Procore Pay implementation process. The Project Manager schedules time with your team to identify key contacts and technical leads, develop a project plan, roll-out strategy, conduct product training with your end users, and walk you through the payee onboarding steps.
Step 1: Initial Procore Pay Setup
Step 2: Achieve Payment Readiness
Step 3: Payment Testing & Project Closeout
The Payment Operations team at Procore works with your company's key contacts and technical leads to set up Procore Pay.
Does your company want to use Procore's Monthly Sandbox environment to test new tools and features? Companies enabling Procore Pay need to request an additional configuration to maintain access to your Monthly Sandbox. See
Click here to view the steps.
During the initial phase, the Payment Operations team collaborates with your company's key contacts and tech leads to activate Procore Pay in your Procore account:
Procore Pay Activation. The Payment Operations team will activate Procore Pay in your Procore account. They will also activate features for Payment Requirements, Lien Waivers, and the Invoice Management tools.
Single Sign-On (SSO) Configuration. If you utilize an SSO solution, our team works with your technical leads to adjust your solution's settings to grant authorized team members Procore Pay access.
Multi-Factor Authentication (MFA). Procore Pay requires users to authenticate their identity through MFA when logging in and before performing sensitive financial transactions. Your technical team will need to choose a TOTP-compliant one-time password application. See Why is MFA mandatory for Procore Pay and how does it work?
As the payor, you will be assisted by the Payment Operations team in establishing a deposit account with Procore's banking partner and setting up user access to Procore Pay:
Approval of Banking Partner Agreements. You will need to complete forms to open a Procore Pay Deposit Account. Following this, we can initiate the integration of your deposit account with the transaction banking system. See Open a Deposit Account for Procore Pay as a Payor.
Submission of Authorized Payment Administrator Form. This form empowers our Payment Operations team to grant access to your designated Payments Admins. Post-completion, we can grant user access to your Payments Admins. See Add or Remove Payments Admins as a Payor.
MFA Setup for Payment Admins. After configuring your SSO solution, your company's authorized Payment Admins can set up MFA for Procore Pay on their mobile devices. See Set Up MFA for Procore Pay on Your Device and Log in to Procore using MFA.
This diagram details the initial Procore Pay setup workflow.
For the next step, Procore assigns a Strategic Product Consultant to work with your company's key contacts and team members to manage your implementation process so you can achieve payment readiness. This phase typically includes payor onboarding and training with your Procore Strategic Product Consultant.
Click here to view the onboarding workflow.
For teams interested in managing payment requirements and payment holds:
Manage Payment Holds as a Payor
Manage Payment Requirements
For teams interested in using the Workflows tool to customize an approval process for Payments:
Create and Configure a Payments Workflow Template. See Example Payments Workflow.
Procore Pay + Payments Workflow
Your team will work with the Payment Operations team at Procore to complete payment testing. When complete, your Procore Implementation Project Manager discusses lessons learned and works with you to close the implementation project.
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