Accept an Invitation from a Payor

  1. Go to your email client and look for the Procore Pay email. The subject line is "Set Up Procore Pay to Receive Payments from [Company Name]."

    Important

    Unsure who in your company has the authority to set up your Procore account or add bank information? Contact your manager or finance department to identify the correct internal lead, then reach out to the sender to have a new invitation sent. Because the person logging in must be the specific individual who received the invite, the GC will need to update and reassign any invites to the correct person. To maintain security and control, previously sent invites will no longer work and will advise the user to reach out to the GC; users at the GC authorized to send invites must manage the invite process entirely to ensure the new recipient has proper access.

  2. Click Open Procore. This opens the 'You Have Been Invited to Receive Payments Through Procore Pay' page. get-started-create-your-account.png

  3. Click Get Started. The steps depend on whether your company has a Procore company account:

     Tip

    Unsure if your company has a Procore account? See How can I tell if I have a free or paid Procore company account?

    Once you know the answer, choose the scenario that best applies to your company:

Scenario 1: Your Company Does Not Have a Procore Account

If your company needs a Procore account, you can set up a free Procore account, add your bank information, and accept any existing Procore Pay Agreements.

Click here to view the steps.

  1. At the Log in to your Account page, enter your email and password. Then click Log In. This opens the Business Details page.

  2. Under Set Up Your Business.

  3. Enter the following information for your company: new-company-business-details.png

    • Legal Business Name. Enter your company's business name as it appears on legal documents and tax forms.

    • Doing Business As. Enter your company's doing business as name.

    • Business EIN. Enter your business's Employer Identification Number (EIN).

    • Street Address. Enter the primary street address of your company's physical location. This should include the building number and street name.

    • Street Address Line 2. Enter any additional address information necessary to ensure accurate mail delivery. This may include a suite number, floor number, or other relevant details. If no additional information is needed, leave this field blank.

    • City. Enter the city in which your company's business address is located.

    • State. Enter the state in which your company's business address is located.

    • Zip Code. Enter the postal code for your company's business address.

    • Country. Enter the country where your company's business address is located. To use Procore Pay, your business must be located in the United States.

    • Phone Number. Enter the primary telephone number for your business.

  4. Click Next. The system searches for any existing company records that match your entry.

  5. In the Add Your Bank to Receive Payments page, enter the following:

     Important

    Are you authorized to add its bank account information to Procore Pay? If you are not the correct person to add bank information to Procore Pay, click Reassign now and assign the task to your Company Admin.

    new-company-bank-information.png

    • Bank Nickname. A unique nickname for your company's bank account.

       Tip

      Why does an account need a nickname? A bank account requires a nickname to help you identify the account. It protects your financial privacy by eliminating the need to provide the payment distributors with your full account number.

    • Account Number. Your company's bank account number. Account numbers can be up to 17 digits.

    • Re-Enter Account Number. Your company's bank account number. Account numbers can be up to 17 digits.

    • Routing Number. Your company's bank account's nine (9) digit American Banking Association (ABA) routing transit number. It is typically printed on the bottom of your checks.

    • Account Type. Click Checking or Savings.

  6. Click Add Bank. This opens the Review Procore Pay Agreement page. See What is a 'Procore Pay Agreement'?

  7. Choose from these options:

    • If there are no Procore Pay Agreements currently available, click Continue. This opens the Welcome to Your Payments Dashboard page. To learn more, see Get Started: Payee Guides.

    • If there is a current Procore Pay Agreement, review its Fee Details. If you have multiple agreements available, review and accept each one. See Are there fees for Procore Pay payments?

  8. Under Payment Method, enter a payment method for the Procore Pay fee:

    new-company-ppa.png

    • Card Number. Enter the credit card number.

    • CVC. Enter the card verification code. The location of this code on the card varies by credit card company.

    • Expiration date. Enter the credit card's expiration date.

    • Set a Default Payment. Mark the checkbox if this should be the default payment method for processing fees.

    • Cardholder Name. Enter the holder's name as it appears on the card.

    • Email Address. Enter a valid email address for the cardholder.

    • Address 1. Enter the cardholder's primary address.

    • Address 2. Enter additional address information.

    • City. Enter the cardholder's city.

    • State. Enter the cardholder's state.

    • Postal Code. Enter the postal code.

    • Country. Enter the country.

    • Contact Phone Number. Enter the cardholder's telephone number.

  9. Click Accept Agreement. This opens the Welcome to Your Payments Dashboard page. To learn more, see Get Started: Payee Guides.

Scenario 2: Your Company Has an Existing Procore Account (Free or Paid Subscription)

If your company has an existing Procore account (free account or paid subscription), you can connect that company account, add your bank information, and accept any existing Procore Pay Agreements.

Click here to view the steps.

  1. At the Log in to your Account page, enter your email and password. Then click Log In. This opens the Business Details page.

  2. Under Confirm Your Company, a list of matching businesses appears. confirm-your-company-select.png

  3. If you see the correct company name and address in the list, click Select.

     Caution

    Double-check the company name and address before clicking Confirm. This action is permanent. If you confirm the wrong company by mistake, you cannot reverse it. Contact support@procore.com to report your mistake.

    The system displays a message for you to confirm the setup. confirm-setup.png

  4. At the Set Up Procore Pay confirmation, click Continue.

     Note

    If you don't have a linked bank account, the Add Your Bank to Receive Payments page appears. If you have already added a bank account, you can click the More icon to change your company's default bank account or you can add a new one by clicking Link Bank Account. To learn more, see Add a Bank Account as a Payee.

  5. In the Add Your Bank to Receive Payments page, enter the following: new-company-bank-information.png

    • Bank Nickname. A unique nickname for your company's bank account

    • Account Number. Your company's bank account number. Account numbers can be up to 17 digits.

    • Re-Enter Account Number. Your company's bank account number. Account numbers can be up to 17 digits.

    • Routing Number. Your company's bank account's nine (9) digit American Banking Association (ABA) routing transit number. It is typically printed on the bottom of your checks.

    • Account Type. Click Checking or Savings.

  6. Click Add Bank.

  7. Click Next. This opens the Review Procore Pay Agreement page. See What is a 'Procore Pay Agreement'?

  8. Choose from these options:

    • If there are no Procore Pay Agreements currently available, click Continue. This opens the Welcome to Your Payments Dashboard page. To learn more, see Get Started: Payee Guides.

    • If there is a current Procore Pay Agreement, review its Fee Details. If you have multiple agreements available, review and accept each one. See Are there fees for Procore Pay payments?

  9. Under Payment Method, enter a payment method for the Procore Pay fee: new-company-ppa.png

    • Card Number. Enter the credit card number.

    • CVC. Enter the card verification code. The location of this code on the card varies by credit card company.

    • Expiration date. Enter the credit card's expiration date.

    • Set a Default Payment. Mark the checkbox if this should be the default payment method for processing fees.

    • Cardholder Name. Enter the holder's name as it appears on the card.

    • Email Address. Enter a valid email address for the cardholder.

    • Address 1. Enter the cardholder's primary address.

    • Address 2. Enter additional address information.

    • City. Enter the cardholder's city.

    • State. Enter the cardholder's state.

    • Postal Code. Enter the postal code.

    • Country. Enter the country.

    • Contact Phone Number. Enter the cardholder's telephone number.

  10. Click Accept Agreement. This opens the Welcome to Your Payments Dashboard page.

What is Pay?
Request the Pay Tool as an Invoice Contact