Email a MC/Client Payment application from the Client Contracts Tool

Objective

To email a MC/Client payment application to a main contractor or client as a request for payment. 

Background

If you are a speciality contractor who is managing a construction project in your Procore account, you can send a copy of the Detail tab of the MC payment application to a main contractor or client. Keep in mind that the steps below send only send a PDF copy of the Detail tab. It does NOT send a copy of the Configurable PDF tab. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Client Contracts tool.
• Additional Information:
  • You can also navigate to the payment application in the project's Payment applications tool. See Email a MC/Client Payment application from the Client Contracts Tool.

Prerequisites

• Create a MC/Client Payment application for a Client Contract

Steps

1. Navigate to the project's Client Contracts tool.
2. Click the Payment Applications tab. 
3. Click View next to the payment application that you want to send by email.
4. Click the Email Payment application button.
   
5. Complete the following fields:
   • To
     Enter the name of the person you are requesting payment from.
   • CC
     Enter in names of people you want to be copied on the email thread.
   • Private
     Mark this tickbox if you only want the payment application to be available to the payment application administrator and those named in the To/Cc fields.
   • Subject
     This field will populate with the number of the payment application.
   • Attachments
     Attach any related documents or files.
   • Message
     Include an additional message regarding the payment application. 
6. Click Send.

Next Steps

• Create a Payment Received for a MC/Client Payment application with the Client Contracts Tool

See Also

• Create a MC/Client Payment application for a Client Contract