Overview
This guide shows General Contractors (i.e., the payor) how to onboard their Specialty Contractors to become active payees.
Initiate Setup
Typically: A General Contractor invites their Specialty Contractors to join the Procore Pay platform.
Alternatively: A General Contractor might grant an employee of the Specialty Contractor's company access to their commitment in their Procore instance. Not all General Contractors choose to send an invite. In this scenario, General Contractors must inform Specialty Contractors to initiate Procore Pay setup from their commitment in the General Contractor's Procore project.
Whichever way you start, use this guide to learn how to:
Customize the Onboarding Message: Tailor the communication sent to Specialty Contractors when inviting them to Procore Pay.
Send Invitations to Join Procore Pay: Actively invite Specialty Contractors to enroll in the Procore Pay system to facilitate payments.
Grant Invoice Contacts Access to Procore: Enable specific invoice contacts to use the Procore platform's Invoice Management tool for payment-related activities, such as submitting invoices.
Key Terms to Know
**Payor.**The General Contractor (GC) who pays invoices through Procore Pay.
Payee. The Specialty Contractor who receives invoice payments from the Payor through Procore Pay.
Beneficiary. The payee who receives invoice payments through Procore Pay with their linked bank account.
Beneficiary Account. The payee's bank account that is linked to Procore Pay by the payee. While it's simply a bank account from the payee's perspective, the payor and bank refer to it as a beneficiary account.