To email a Pay Application (Pay App) to an owner as a request for payment.
Things to Consider
- Required User Permission: 'Admin' on the project's Prime Contract tool.
- Navigate to the project's Prime Contract tool.
- Click the Payment Applications sub tab.
- Click View next to the payment application you want to email out.
- Click the orange Email Pay App button in the right pane.
- Fill out 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.
- Click Send. Email communication sent from the Payment Applications tab will be saved in the Emails sub tab.