教程
Process Guides
Configuration
Disbursements
- Add Disbursement Contributors as a Payor
- Assign a Default Workflow Template for Procore Pay
- Authorize Disbursements
- Complete the Transactional MFA Challenge for Disbursements
- Create Disbursements
- Disable Disbursements
- Enable Disbursements
- Remove Payments Disbursers as a Payor
- Remove Subcontractor Invoices from Disbursements as a Payor
- View a Disbursement
- View a Disbursements List
- View Payments Permissions as a Payor
Payee
- Accept a Procore Pay Invitation as a Payee
- Add a Bank Account as a Payee
- Add a Compliance Document to a Subcontractor Invoice
- Change the Default Payment Method as a Payee
- Deactivate a Bank Account as a Payee
- Delete a Compliance Document from a Subcontractor Invoice
- Disable Payments as a Payee
- Edit a Bank Account as a Payee
- Generate Lien Waivers on Project Invoices
- Link Bank Accounts to Procore Pay
- Manage Active Pay Agreements as a Payee
- Preview Lien Waivers on Project Invoices
- Regenerate Lien Waivers on Project Invoices
- Remove a Payment Method as a Payee
- Request a Signature from a Sub-Tier Waiver Contact as a Payee
- Search and Filter Payments as a Payee
- Send a New Invoice as an Invoice Contact using Procore Pay
- Set Up Procore Pay as a Payee
- Share Lien Waiver Signature Authority from an Email
- Sign Lien Waivers on Project Invoices
- Unlock a Signed Unconditional Lien Waiver as an Invoice Contact
- Upload a Compliance Document to a Subcontractor Invoice
- Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact
- View Bank Accounts as a Payee
- View Holds on a Subcontractor Invoice as an Invoice Contact for a Payee
- View Payment Requirements as the Invoice Contact for a Payee
- View Signed Lien Waivers on Subcontractor Invoices
- View Sub-Tier Information on a Subcontractor Invoice
- View the Payments Dashboard as a Payee
- View the Payments List as a Payee
Payor
- About the Beneficiaries Tab in the Payments Tool
- About the Disbursements Tab in the Payments Tool
- About the Payments Settings
- About the Payments Tool
- About the Subcontractor Invoices Tab in the Payments Tool
- Add a Compliance Document to a Subcontractor Invoice
- Add Business Entities as a Payor
- Add Disbursement Contributors as a Payor
- Add Funding Accounts as a Payor
- Add or Remove Payments Admins as a Payor
- Add Payments Beneficiary Approvers as a Payor
- Approve a Beneficiary Bank Account as a Payor
- Assign a Default Workflow Template for Procore Pay
- Authorize Disbursements
- Best Practices for Creating a Payments Workflow
- Complete the Transactional MFA Challenge for Disbursements
- Configure Payment Processing as a Payor
- Configure Procore Pay Fee Collection for a Procore Project
- Configure the Settings for a Payments Workflow Template
- Create and Apply a Manual Hold on an Invoice
- Create Compliance Templates for Projects as a Company Admin
- Create Disbursements
- Create Lien Waiver Templates
- Customize the Payment Controls for Your Active Projects
- Deactivate Funding Accounts as a Payor
- Delete a Compliance Document from a Subcontractor Invoice
- Delete Lien Waiver Templates
- Disable Disbursements
- Edit a Manual Hold on a Subcontractor Invoice
- Edit Funding Accounts as a Payor
- Edit Lien Waiver Templates
- Enable a Custom Onboarding Message with Automated Reminders as a Payor
- Enable Disbursements
- Enable Lien Waivers & Set Default Templates on Projects
- Enable Lien Waivers in the Company Payments Tool
- Enable or Disable Procore Pay on Your Projects
- Enable Procore Pay as a Payor
- Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator
- Export Subcontractor Invoices as a Payor
- Export Subcontractor Invoices from the Payments Tool
- Generate Lien Waivers on Project Invoices
- Invite Beneficiaries to Procore Pay
- Link Bank Accounts to Procore Pay
- Manage Payment Requirements as a Payor
- Manage Payments Permissions
- Manage Payments Project Controls for a Single Project
- Manage Project Controls in Bulk
- Open a Deposit Account for Procore Pay as a Payor
- Open Invoices in the Payments Tool
- Preview Lien Waivers on Project Invoices
- Regenerate Lien Waivers on Project Invoices
- Release a Manual Hold on Subcontractor Invoices
- Remove Payments Beneficiary Approvers as a Payor
- Remove Payments Disbursers as a Payor
- Search for and Apply Filters on the Subcontractor Invoices Tab
- Send a Request to Unlock a Signed Unconditional Lien Waiver
- Set a Default Funding Account as a Payor
- Upload a Compliance Document to a Subcontractor Invoice
- View a Disbursement
- View a Disbursements List
- View Beneficiary Change History as a Payor
- View Business Entities & Accounts as a Payor
- View Funding Accounts as a Payor
- View Invoice Payment Status
- View Payment Requirements as a Payor
- View Payment Requirements as an Invoice Administrator
- View Payments Permissions as a Payor
- View Signed Lien Waivers on Subcontractor Invoices
- View Sub-Tier Information on a Subcontractor Invoice
- View the Payments Tool Change History
- What are best practices for compliance templates with Procore Pay?