Forward a Subcontractor Payment application by Email from the Progress Billings Tool
Objective
To forward a subcontractor invoice to a Procore user by email from the Progress Billings tool.
Background
You can use the controls in the Emails tab on a payment application to forward the payment application to users in the Project Directory who have been granted 'Read-Only' level permissions to the
Things to Consider
- Required User Permissions:
- 'Standard' and 'Admin' level permissions on the project's Commitments tool.
- Additional Information:
- You can only forward an invoice to a Procore user that exists in the Project Directory.
- To forward a payment application to a Procore user, the person's user profile must have a valid email address in the Project Directory. To learn more about adding users, see What permissions do I need to add users to a Procore project?
Prerequisites
A payment application must be created before you can forward it:
Steps
Navigate to the Emails Tab
- Navigate to the project's Progress Billings tool.
- Click the Subcontractor tab.
- Locate the payment application that you want to send in the table. Then click its Number link to open it.
- Click the Emails tab in the payment application.
Forward the Payment application
- In the Emails tab, click the New Email button.
- Under the 'Forward Payment application' area, do the following:
- To
Select the desired recipient(s) from the drop-down list. - Cc
Select any desired recipient to receive a carbon copy of the email. - Private
Indicates privacy settings for the invoice. When a submittal is marked 'Private', it is only visible to users with 'Admin' level permissions on the project's Commitment tool. - Title
The descriptive name that best summarizes the information in the submittal. - Attachments
Attach any relevant files. You have these options:- Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
OR - Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.
- Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
- Message
Enter the body of your email message.
- To
- Click Send.
Procore sends the email to all of the recipients. A copy of the email and any replies are stored as a communication thread in the Emails tab of the payment application.