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Procore

Email an Owner Invoice

Objective

To email an owner invoice to the project owner as a request for payment. 

Background

If you are a general contractor who is managing a construction project in your Procore account, you can send a copy of the Detail tab of the owner invoice to the project owner. Keep in mind that the steps below send only send a PDF copy of the Detail tab. It does NOT send the Configurable PDF tab. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Prime Contracts tool.
  • Additional Information:

Steps

  1. Navigate to the project's Prime Contracts tool.
  2. Click the Invoices tab. 
  3. Click View next to the invoice that you want to send by email.
  4. Click the Email Invoice button.
    email-invoice.png
  5. Complete the following fields:
    • To. Enter the name of the person you are requesting payment from.
    • CC. Enter in names of people you want to be copied on the email thread.
    • Private. Mark this checkbox if you only want the invoice to be available to the invoice administrator and those named in the To/Cc fields.
    • Subject. This field will populate with the number of the invoice.
    • Attachments. Attach any related documents or files.
    • Message. Include an additional message regarding the invoice. 
  6. Click Send.
 Notes
  • Procore saves a copy of the message in the Emails tab of the invoice.
  • Procore only sends the Invoice PDF to recipients.
  • Procore does NOT send a copy of the invoice's configurable PDF. See Create a Configurable PDF of an Owner Invoice.

Next Steps

 

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