Tutorials
- 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
- Accept or Decline an 'Invite to Bill' as an Invoice Contact
- Add a New Payment to the Payments Issued Tab of a Commitment
- Add Disbursement Contributors as a Payor
- Add Funding Accounts as a Payor
- Add Invoice Contacts to a Purchase Order or Subcontract
- Add or Remove Payments Admins as a Payor
- Add Payments Beneficiary Approvers as a Payor
- Add Payments Disbursers as a Payor
- Add Subcontractor Invoices to a 'Draft' Disbursement
- Approve a Beneficiary Bank Account as a Payor
- Authorize Disbursements
- Compile Subcontractor Invoice Backups with the Invoicing Tool
- Complete the Transactional MFA Challenge for Disbursements
- Configure Payment Processing as a Payor
- Configure Payment Requirements 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 Disbursements
- Create Lien Waiver Templates
- Customize the Payment Controls for Your Active Projects
- Deactivate Funding Accounts as a Payor
- Delete Lien Waiver Templates
- Disable Disbursements
- Edit a Manual Hold on a Subcontractor Invoice as a Payor
- Edit Funding Accounts as a Payor
- Edit Lien Waiver Templates
- Enable a Custom Onboarding Message with Automated Reminders as a Payor
- Enable Lien Waivers in the Company Payments Tool
- Enable or Disable Procore Pay on Your Projects
- Export a Disbursement (Draft)
- Export a Disbursements List (Draft)
- Export Subcontractor Invoices as a Payor
- Export Subcontractor Invoices from the Payments Tool
- Issue Partial Payments for Subcontractor Invoices in Disbursements (Review)
- Link Bank Accounts to Procore Pay
- Manage Payment Requirements as a Payor
- Manage Payments Permissions
- Manage Payments Project Controls for a Single Project
- Manage Rows & Columns on the Subcontractor Invoices Tab
- Open Invoices in the Payments Tool
- Release a Manual Hold on Subcontractor Invoices
- Remove Payments Beneficiary Approvers as a Payor
- Remove Payments Disbursers as a Payor
- Remove Subcontractor Invoices from Disbursements as a Payor
- Search for and Apply Filters on the Subcontractor Invoices Tab
- Set a Default Funding Account as a Payor
- Submit a New Invoice as an Invoice Contact
- View a Disbursement
- View a Disbursements List
- View Business Entities & Accounts as a Payor
- View Funding Accounts as a Payor
- View Invoice Payment Status
- View Payment Requirements as a Payor
- View Payments Permissions as a Payor
- View the Payments Tool Change History