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Procore

Forward a Subcontractor Payment application by Email

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Objective

To forward a subcontractor payment application to Procore project users by email. 

Background

Once a payment application is created, a Procore project user granted the required user permissions can forward a payment application to recipients. Recipients must have a user account in the Project Directory. A payment application administrator can also set up a 'Commitments Distribution' list for recipients in the project's Commitments tool. This automatically populates the 'To' field with distribution list members when sending a new email. You can add or remove recipients before sending the payment application. 

Things to Consider

Steps

  1. Navigate to the project's Invoicing tool. 
  2. Click the Subcontractor tab. 
  3. Locate the payment application to distribute and click its Number link. 
  4. In the payment application, click the Emails tab. 
  5. In the Emails tab, click Email Payment application. 
  6. In the Email pane, click Email. 
  7. Under the Forward Payment application [Number] for Contract [Number - Date] area:
    • To. Select recipient(s) from the drop-down list.
       Tip
      Need a default distribution list? A payment application administrator can set up a 'Commitments Distribution' list in the project's Commitments tool. This auto-populates the 'To' field with list members when crafting a new email. See Configure Settings: Commitments.
    • CC. Select recipients from the drop-down list. 
    • BCC. Select recipients from the drop-down list. 
    • Private. Place a mark in the box to make the payment application 'Private' to recipients and administrators. 
    • Subject. Add a subject line for the commitment. 
    • Attachments. Attach any relevant files. You have these options:
      • Click Attach File(s) and select files from your computer.
        OR
      • Use a drag-and-drop operation to move files from your computer into the Attachments area.
    • Message. Type the message body in this box.
  8. Click Send. 
    Procore sends your email to the named recipients. A copy of the email and any replies are stored as a communication thread in the Emails tab of the payment application.