Payor: Procore Pay (Only Available in United States)

Streamline payments across all your construction projects for quicker, more dependable results with Procore Pay.

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About this course

Welcome to the Payor: Procore Pay certification! For general contractors using Procore's Invoice Management tools via Procore Pay, this course is designed to teach you how to effectively use Procore's Pay tools.*

Procore Pay is only available in the United States. Procore Pay is designed to solve one of the biggest financial pain points in the construction industry — the payment process between General Contractors (a.k.a., Payors) and Subontractors (a.k.a., Payees).

Curriculum2-3 hours

  • Course Introduction
  • Intro to Pay
  • Getting Started
  • Getting Started
  • Enable or Disable Procore Pay on Projects (2min)
  • Invite a Payee (2min)
  • Getting Started Resources & Review
  • Commitments
  • Commitments Tool
  • Add Insurance Documents (2min)
  • Add Contract Compliance Documents (2min)
  • Edit or Delete Contract Compliance Documents (2min)
  • Commitments Resources & Review
  • Invoicing
  • Invoicing Tool
  • Navigate an Invoice (2min)
  • Create and Apply a Manual Hold (2min)
  • Edit or Release a Manual Hold (1min)
  • Invoicing Resources & Review
  • Lien Waivers
  • Lien Waivers
  • Enable Lien Waivers & Set Default Templates on Projects (2min)
  • Create Lien Waiver Templates (2min)
  • Edit or Delete Lien Waiver Templates (2min)
  • Request Revision or Approve Sub-Tier Lien Waivers (2min)
  • Lien Waivers Resources & Review
  • Payments
  • Payments Tool
  • Navigating the Payments Tool (2min)
  • Compliance Documents and Payment Requirements (2min)
  • Create a Disbursement (2min)
  • Cancel a Disbursement (2min)
  • Payments Resources & Review
  • Reporting
  • Procore Pay Reporting (2min)
  • Final Exam
  • Final Exam
  • Course Conclusion
  • Pay Conclusion

About this course

Welcome to the Payor: Procore Pay certification! For general contractors using Procore's Invoice Management tools via Procore Pay, this course is designed to teach you how to effectively use Procore's Pay tools.*

Procore Pay is only available in the United States. Procore Pay is designed to solve one of the biggest financial pain points in the construction industry — the payment process between General Contractors (a.k.a., Payors) and Subontractors (a.k.a., Payees).

Curriculum2-3 hours

  • Course Introduction
  • Intro to Pay
  • Getting Started
  • Getting Started
  • Enable or Disable Procore Pay on Projects (2min)
  • Invite a Payee (2min)
  • Getting Started Resources & Review
  • Commitments
  • Commitments Tool
  • Add Insurance Documents (2min)
  • Add Contract Compliance Documents (2min)
  • Edit or Delete Contract Compliance Documents (2min)
  • Commitments Resources & Review
  • Invoicing
  • Invoicing Tool
  • Navigate an Invoice (2min)
  • Create and Apply a Manual Hold (2min)
  • Edit or Release a Manual Hold (1min)
  • Invoicing Resources & Review
  • Lien Waivers
  • Lien Waivers
  • Enable Lien Waivers & Set Default Templates on Projects (2min)
  • Create Lien Waiver Templates (2min)
  • Edit or Delete Lien Waiver Templates (2min)
  • Request Revision or Approve Sub-Tier Lien Waivers (2min)
  • Lien Waivers Resources & Review
  • Payments
  • Payments Tool
  • Navigating the Payments Tool (2min)
  • Compliance Documents and Payment Requirements (2min)
  • Create a Disbursement (2min)
  • Cancel a Disbursement (2min)
  • Payments Resources & Review
  • Reporting
  • Procore Pay Reporting (2min)
  • Final Exam
  • Final Exam
  • Course Conclusion
  • Pay Conclusion

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