Add a Payment Method as a Payee

General contractors can use Procore Pay to pay subcontractors that are invoiced through Procore. When a payor marks a commitment as 'approved', Procore creates a Pay Agreement with the commitment details and, if applicable, the fees required to use Procore Pay. Credit cards or screened bank accounts added as payment methods are used to pay any fees that are required in the Pay Agreement.

• Required User Permissions
  Note: Permissions differ based on whether your company has a free or paid Procore account. See How can I tell if I have a free or paid Procore account?

• If you have only one credit card on file, it is automatically set as your default payment method for fees.

• You can add multiple payment methods to your Procore account.

1. Navigate to your company's homepage. See How do I change companies?

2. Navigate to the Payments tool.

3. Click the Configure Settings icon.

   • To add a Credit Card. 

     • Click the Payment Methods tab.

     • In the Credit Cards section, select +Add Credit Card and complete the required fields.  

       • Card Number. Enter the credit card number.

       • CVC. Enter the card verification code. The location of this code on the card varies by credit card company.

       • Expiration date. Enter the credit card's expiration date.

       • Set a Default Payment. Mark the checkbox if this should be the default payment method for processing fees.

       • Cardholder Name. Enter the holder's name as it appears on the card.

       • Email Address. Enter a valid email address for the cardholder.

       • Address 1. Enter the cardholder's primary address.
         Address 2. Enter additional address information.
         City. Enter the cardholder's city.

       • State. Enter the cardholder's state.

       • Postal Code. Enter the postal code.

       • Country. Enter the country.

       • Contact Phone Number. Enter the cardholder's telephone number.

   • To select an existing, screened bank account as your Payment Method.

     • Click the Payment Methods tab. 

     • Under Bank Accounts, click the three dots next to the account and select Set as Default Payment Method.  

   • To add a new  Bank Account to be screened for use as a Payment Method.

     • Click the Bank Accounts tab.

     • Click +Link Bank Account and complete the required fields. 

       • Bank Nickname. Enter a nickname for the account.

       • Account Number. Enter the full account number for your bank account.

       • Re-enter Account Number. Re-enter the full account number to ensure accuracy.

       • Routing Number. Enter the nine-digit routing number for your bank, which is typically found on your checks.

       • Set a Default Payment. Mark the checkbox if this should be the default payment method for processing fees.

       • Account type. Select the type of bank account being connected. 

       • Confirm Business Details for Bank Connection. Mark the checkbox once you have confirmed the business details match for bank verification purposes. 

     • Click Add Bank to save the information.
       Note: The account must first be screened. Once screening is complete, you will be able to return to the page and select it as a payment method.