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Procore (en-GB)

Email an Owner Payment Application

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Objective

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

Background

If you are a main contractor who is managing a construction project in your Procore account, you can send a copy of the Detail tab of the owner payment application to the project owner. Keep in mind that the steps below send only send a PDF copy of the Detail tab. It does NOT send the Configurable PDF tab. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Main Contracts tool.
  • Additional Information:

Steps

  1. Navigate to the project's Main Contracts tool.
  2. Click the Payment Applications tab. 
  3. Click View next to the payment application that you want to send by email.
  4. Click the Email Payment Application button.
    email-payment application.png
  5. Complete the following fields:
    • To. Enter the name of the person you are requesting payment from.
    • CC. Enter in names of people you want to be copied on the email thread.
    • Private. Mark this tickbox if you only want the payment application to be available to the payment application administrator and those named in the To/Cc fields.
    • 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.
 Notes
  • Procore saves a copy of the message in the Emails tab of the payment application.
  • Procore only sends the Payment Application PDF to recipients.
  • Procore does NOT send a copy of the payment application's configurable PDF. See Create a Configurable PDF of an Owner Payment Application.

Next Steps