Email an Owner Invoice
Objective
To send an owner payment application to the project owner to request payment.
Background
After you create an payment application, you can send it to the owner by email. If the owner sends a reply to that email message, the response will appear in the Emails tab of the payment application.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Main Contracts tool.
- Additional Information:
- Clicking the Email Invoice button sends a PDF copy of the Detail tab to recipients. The Configurable PDF tab is NOT included in the outgoing email message.
Prerequisites
Steps
- Navigate to the project's Payment Application tool.
- Click the Owner tab. Then click the prime contract that you want to work with.
- Click the Invoices tab.
- Click View next to the invoice you want to send by email.
- Click Email Invoice.
Note
The Email Payment Application button to send a PDF copy of the Detail tab to recipients. The Configurable PDF tab is NOT included in the outgoing email message. - Complete the following fields:
- To. Enter the names of any recipients. These will typically be an owner from whom you are requesting payment.
- CC. Enter the names of any recipients for a carbon copy of the email message.
- Private. Place a checkmark in this box to limit access to the invoice email to the recipients. Users with 'Admin' permission always have permission to access the invoice email.
- Subject. This field automatically populates with the number of the invoice.
- Attachments. Attach any related documents or files.
- Message. Include any messaging about the invoice that you want to send to recipients.
- Click Send.
A YELLOW 'Communication Created' banner appears. Procore sends a copy of the Detail tab as a PDF attachment to the designated recipient(s) as an email message. A record of the outgoing message is saved in the 'Emails' tab of the payment application. Any replies to the email message must be sent to the 'To' address and are also saved in the 'Emails' tab.