Invoice Administrator Guide

• Invite a Beneficiary from the Payments Tool

• Invite a Beneficiary from the Commitments Tool

• Invite a Beneficiary from the Invoicing Tool

Invite a Beneficiary from the Payments Tool

A Payments Admin or a Payments Beneficiary Approver can invite a beneficiary company to set up Procore Pay and add beneficiary accounts from the Payments tool.

1. Navigate to the company's Payments tool.

2. On the Beneficiaries tab, click Invite Company.

3. In the Invite to Procore Pay prompt, take the following steps under Invite Beneficiary Company:

   • Select the payee's company record from the Company drop-down list.

   • Select one (1) of the company's employees from the Send Invite To drop-down list. You can invite up to 20 companies.

      Tip

     • Company already connected? If the icon and gray banner appears above the Company drop-down list, the company is already connected to the system, the system preselects the company's authorized contacts for you.

     • Can't find the company or person in the drop-down lists? If a company has already received an invite, they won't appear in this list. If you need to add a new company, see Add a Company to the Company Directory.

     • Want to invite company contacts in bulk? If so, click the Add Another Company button and repeat the steps above for each company to add. You can invite up to ten (10) companies at a time.

4. Click Invite.

An email message with the subject line 'Invitation to Procore Pay' or 'Link Bank Account to Receive Payments' is sent to the invoice contact. The message sent depends on whether the 'Contract Company' on the commitment already has a free or paid Procore account (and also if the company doesn't have a Procore company account). The invoice contact can continue with the next step.

Invite a Beneficiary from the Commitments Tool

An invoice administrator can invite invoice contacts to set up Procore Pay and add beneficiary accounts.

1. Navigate to the project's Commitments tool.

2. Under the Contracts tab, locate your commitment contract. Then, click the number link to open it.

3. Locate the Procore Pay banner.

4. Based on the button in the banner, take the following steps:

   • Click Set Up Procore Pay.1. Select the invoice contact for the 'Contract Company' on the commitment. The invite is sent to this Procore user.2. Click Invite.

   • Click Request Bank Account.1. Click Request.

An email message with the subject line 'Invitation to Procore Pay' or 'Link Bank Account to Receive Payments' is sent to the invoice contact. The message sent depends on whether the 'Contract Company' on the commitment already has a free or paid Procore account (and also if the company doesn't have a Procore company account). The invoice contact can continue with the next step.

Invite a Beneficiary from the Invoicing Tool

An invoice administrator can invite invoice contacts to set up Procore Pay and add beneficiary accounts.

1. Navigate to the project's Invoicing tool.

2. Click the Subcontractor tab.

3. Locate the invoice for the subcontractor and click the invoice number link.

4. Locate the Procore Pay banner.

5. Based on the button in the banner, take the following steps:

   • Click Set Up Procore Pay.1. Select a user of the company to send an invitation to.2. Click Invite.

   • Click Request Bank Account.1. Click Request.

An email message with the subject line 'Invitation to Procore Pay' or 'Link Bank Account to Receive Payments' is sent to the invoice contact. The message sent depends on whether the 'Contract Company' on the commitment already has a free or paid Procore account (and also if the company doesn't have a Procore company account). The invoice contact can continue with the next step.

Next Step

• Set Up Procore Pay as a Payee