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Procore (en-GB)

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

 Limited Release
flag-us.png flag-canada.png The Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary.  To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options


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


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


  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.