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Procore (en-GB)

Email a Funding Payment application

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


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


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:


  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.