Email an Owner Payment Application
Objective
To send an owner payment application to the project owner to request payment.
Background
After your create a payment application, you can sent it to the owner by email.
Things to Consider
- Required User Permission:
- 'Admin' on the project's Main Contract tool.
- Additional Information:
- Clicking the Email Payment Application 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 Invoicing tool.
- Click the Owner tab. Then click the main contract that you want to work with.
- Click the Payment Applications tab.
- Click View next to the payment application you want to send by email.
- Click Email Payment Application.
Note
The Email Payment Application button 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 tick in this box to limit access to the payment application email to the recipients. Users with 'Admin' permission always have permission to access the payment application 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 payment application that you want to send to recipients.
- Click Send.
The system send a copy of the Detail tab as a PDF attachment in the email message and a record of the message is saved in the Emails tab.