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Procore (en-GB)

Email an Owner Payment Application

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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.
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Main Contracts or Commitments tool, as well as the privacy and payment application contact settings set on each main contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Payment Applications.
  • 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. 

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab. Then click the main contract that you want to work with.
  3. Click the Payment Applications tab. 
  4. Click View next to the payment application you want to send by email.
  5. 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. 
  6. 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. 
  7. 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.