View the Payments Dashboard 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 navigate to the Payments Dashboard as a payee.
Background
After setting up Procore Pay, you can navigate to the Payments Dashboard to see an overview of recent payments and other payment details.
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?
Prerequisites
Your general contractor sent you an onboarding invite. See Invite Beneficiaries to Procore Pay.
ORYou requested to be paid with Procore Pay. See Set Up Procore Pay as a Payee.
Steps
Navigate to your company's homepage. See How do I change companies?
Navigate to the Payments tool**.**
In the Payments tool, the Dashboard tab is active by default.
Dashboard
The table below describes the available features and options.
Card | Description | What can you do? | Learn more... |
|---|---|---|---|
Recent Payments | View a summary of your recent payments in table format. Data columns include: Date Payment Initiated, Company, Project, Amount, and Payment Status. | Click the View All Payments button to open to the Payments Received tab to view details payment information. | |
Bank Accounts | View the account nickname and verification status of the external bank account(s) that receive payments. | Click the Manage Accounts button to open the Account Settings page, where you can manage your Payment Settings. |