Email a Funding Payment application

Objective

To email a funding payment application to a funding source as a request for payment. 

Background

If you are an owner or owner's representative managing a construction project in your company's Procore account, you can send a copy of the Detail tab of the funding payment application to the funding source. Keep in mind that the steps below only send a PDF copy of the Detail tab. It does NOT send the Configurable PDF tab. 

Things to Consider

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

Prerequisites

• Create a Funding Payment application

Steps

1. Navigate to the project's Funding 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 Step

• Create a Payment Received for a Funding Payment application with the Funding Tool

See Also

• Create a Funding Payment application