Remove a Payment Method as a Payee
General Availability in Select Markets (United States)
Procore Pay is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.
Procore Pay is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.
Limited ReleaseFree Procore accounts are currently available in English in Canada and the United States.
Free Procore accounts are currently available in English in Canada and the United States.
Objective
To remove a payment method to pay platform fees when using Procore Pay.
Background
General contractors can use Procore Pay to pay subcontractors that are invoiced through Procore. When a payor marks a commitment as 'approved', Procore creates a Pay Agreement with the commitment details and, if applicable, fees required to use Procore Pay. Credit cards added as payment methods are used to pay any fees that are required in the Pay Agreement. You can remove payment methods, but one must remain on file to process fees.
Things to Consider
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 must have at least one payment method on file.
Steps
Navigate to your company's homepage. See How do I change companies?
Navigate to the Payments tool.
Click the Configure Settings
icon.Click Payment Methods.
Click the vertical ellipsis
next to the payment method you want to set as the default.Click Remove.
Click Remove to confirm.