Email Main Contract Payment Applications

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Procore Internal ONLY

This page details the modernised experience. For Procore customers using the legacy experience, see https://support.procore.com/products...-owner-invoice

For Procore Customers in the United States

When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.

To learn the differences: Show/Hide

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

General Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Specialty Contractors English (Specialty Contractor Terminology)
Invoicing	Invoicing	Progress Billings
Owner	Funding	Owner
Owner/Client	Owner/Client	GC/Client
Prime Contract Change Order	Funding Change Order	Client Contract Change Order
Prime Contracts	Funding	Client Contracts
Revenue	Funding	Revenue
Subcontract	Contract	Subcontract
Subcontractor	Contractor	Subcontractor
Subcontractor Schedule of Values (SSOV)	Contractor Schedule of Values (CSOV)	Subcontractor Schedule of Values (SSOV)

Objective

To email an owner payment application to one or more Procore project users.

Background

You can create an owner payment application that bills against a main contract and then email it to your recipients. If you need to send your payment application to the project owner, this method allows them to view the payment application in your Procore (only they have a Procore user account and you've granted the user access). This proves useful when you want to capture the owner's written approval or rejection reason in writing. Procore automatically stores all replies from recipients in the 'From' address of your outgoing message in the Emails tab of the payment application.

Things to Consider

Required User Permissions
Additional Information:
- Clicking the Email Payment application button sends a copy of the payment application's 'Detail' tab to the designated recipients.

Prerequisites

Create Main Contract Payment Applications

Steps

Navigate to the Project level Payment applications tool.
Click the Owner tab.
Locate the payment application to send by email.
Click the Payment application # link to open it.
Click the Emails tab.
Click Compose Email.
This opens the Compose New Email page.
Complete the following fields:
- Private. Mark this tickbox to make the email private. Private emails are only shared with the recipient(s) and the sender.
- To. Type to search the Project Directory for a list of matching recipient(s).
- CC. Type to search the Project Directory for a list of matching recipient(s) to carbon copy. Your name appears here by default.
- BCC. Type to search the Project Directory for a list of matching recipient(s) to carbon copy.
- Subject. This field will populate with the number of the payment application. The subject line is added automatically. You can change it if you want.
- Message. Type the body of your email message.
- Attachments. Attach any related documents or files.
Click Send.
A YELLOW 'Communication Created' banner appears to confirm the outgoing message has been created and added to Procore's outgoing email queue.
Note
- A record of your outgoing message is saved in the 'Emails' tab on the payment application.
- Any messages sent to the 'From' address on your outgoing message are automatically saved in the payment application's 'Emails' tab. This provides your message recipients with the convenience to use the reply feature in their email program. It also captures your collaborator's approve or reject responses in writing.

Next Steps

Create a Record for a Payment Received