Skip to main content
Procore

Email an Owner Invoice

Objective

To send an owner invoice to the project owner to request payment. 

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Prime Contract tool.
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Prime Contracts or Commitments tool, as well as the privacy and invoice contact settings set on each prime contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Additional Information:
    • Clicking the Email Invoice button sends a PDF copy of the Detail tab to recipients. The Configurable PDF tab is NOT included in the outgoing email message. 

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab. Then click the prime contract that you want to work with.
  3. Click the Invoices tab. 
  4. Click View next to the invoice you want to send by email.
  5. Click Email Invoice.
     Note
    The Email Invoice button send a PDF copy of the Detail tab to recipients. The Configurable PDF tab is NOT included in the outgoing email message. 
  6. Complete the following fields:
    • To. Enter the names of any recipients. These will typically be an owner from whom you are requesting payment.
    • CC. Enter the names of any recipients for a carbon copy of the email message. 
    • Private. Place a checkmark in this box to limit access to the invoice email to the recipients. Users with 'Admin' permission always have permission to access the invoice email.
    • Subject. This field automatically populates with the number of the invoice.
    • Attachments. Attach any related documents or files.
    • Message. Include any messaging about the invoice that you want to send to recipients. 
  7. Click Send.
    The system send a copy of the Detail tab as a PDF attachment in the email message and a record of the message is saved in the Emails tab. 

Next Steps

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.