Edit a Bank Account as a Payee

To edit a bank account nickname or default account where you receive payments processed by Procore Pay.

If you are contracted to do a job for a company using Procore Pay to manage invoice payments, you can add a bank account to your company's account to receive payments. You can edit your bank account's nickname at any time. Additionally, if you have added multiple bank accounts, you can update the 'Deposit Bank Account' that receives payments.

• 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?

• You can only designate one (1) bank account to receive payments per commitment.

• If you have only one bank account linked, it will be set as your default bank account for invoice payments by default.

• You can add multiple bank accounts 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.

4. Click External Bank Accounts.

5. Click the Vertical Ellipsis next to the bank account.

   • To update the 'Account Nickname':1. Click Edit.2. Update the 'Account Nickname'.3. Click Agree & Continue.

   • To update which bank account receives payments:1. Click Select as Deposit Account.