Change the Default 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.

Limited Release

Free Procore accounts are currently available in English in Canada and the United States.

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 or screened bank accounts added as payment methods are used to pay any fees that are required in the Pay Agreement. You can update your default payment method at any time.

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?
If you only have one payment method added, it is automatically the default payment method.

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 Set as Default Payment Method.
Note: Only bank accounts screened with Procore Pay are eligible to be set as the default payment method. If a bank account is not visible for selection, screening has not yet been completed.