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Procore

Approve Main Contract Payment Applications (Legacy)

 Legacy Content
This page details the legacy owner payment application experience. A modernised experience is also available. 

Background

If you are the project owner of a Procore project that is being managed in a main contractor's Procore account, your contractor might send you a PDF copy of the Detail tab of an main contract payment application. In some events, the payment application might only be shared with you for informational purposes. In other events, the contractor might send you the PDF copy of the payment application to request your approval in writing. 

If you are an owner and have been asked to review your contractor's payment application, you will receive a message with a subject line that resembles this one: "FW: Owner Payment application: #1 for Main Contract #1 - 30/08/20 - 05/09/20." To indicate your approval, follow the steps below.

Steps

  1. Locate the email message in your Inbox and open it. 
  2. Choose from these options:
    • Click the View PDF link. This opens a PDF copy of the application and certificate for payment. 
      OR
    • Click the View This Owner Payment application link to review the payment application in Procore. 
      Note:
      • If you are not currently logged into Procore, you will be prompted to enter your login credentials. 
      • If you do not have login credentials to the main contractor's Procore account, you will not be able to view the payment application in Procore. 
  3. Review the contents of the payment application. 
  4. Optional.  If you want to reply to the email to confirm your approval or rejection in writing, click Reply and enter the appropriate message. This sends your email to Procore's reply-to address for the payment application and stores a copy of your reply in the Emails tab of the main contract in Procore.
 Important
  • After the main contractor receives your approval by email, the status of payment application must be manually updated to 'Approved' by the contractor.