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Procore (en-GB)

Email an Owner Payment Application

Objective

To email a payment application to an owner as a request for payment. 

Things to Consider

  • Required User Permission: 'Admin' on the project's Main Contracts tool.

Steps

  1. Navigate to the project's Main Contracts tool.
  2. Click the Payment Applications sub tab. 
  3. Click View next to the payment application you want to email out.
  4. Click the orange Email Payment Application button in the right pane.
    email-payment application.png
  5. Fill in the following fields:
    • To: Enter the name of the person you are requesting payment from.
    • CC: Enter in names of people you want copied on the email thread.
    • Private: Check this box if you want the payment application email to only be visible to admins and those included in the email.
    • 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. Email communication sent from the Payment Applications tab will be saved in the Emails sub tab. Only the Detail tab PDF of the Payment Application will be sent to recipients, not the Configurable PDF tab. 

Next Steps