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Email a Payment Application

Objective

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.

Steps

  1. Navigate to the project's Prime Contract tool.
  2. Click the Payment Applications sub tab. 
  3. Click View next to the payment application you want to email out.
  4. Click the orange Email Pay App button in the right pane.
  5. 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. 
  6. Click Send. Email communication sent from the Payment Applications tab will be saved in the Emails sub tab.

 

Next Steps

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