Send an Invite as a Payor

Once your custom onboarding message is set up, payors can begin inviting their Specialty Contractors to join the Procore Pay platform. When Procore Pay is enabled in Procore, there are three (3) locations for the General Contractor to initiate the invite. The tool you the General Contractor uses depends on the user responsible for sending the invite and their access permissions to Procore or Procore Pay.

Invite Beneficiaries 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 icon Tip

      • Company already connected? If the connected-icon.png 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 Beneficiaries 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 Beneficiaries 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 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.