Email an Owner Invoice
Objective
Background
Things to Consider
Prerequisites
Steps
- Navigate to the Project level Invoicing or Progress Billings tool.
- Click the Owner tab.
- In the table, locate the invoice that you want to send.
- Click the Invoice # link to open it.
This opens the invoice in your browser window. - Click the Email Invoice button.
This launches the 'Forward Invoice #[#] for Prime Contract #[#] - [Billing Period Start - Billing Period End]' window in the Emails tab of the invoice.Notes
- The Email Invoice button sends a copy of the invoice's 'Detail' tab to the designated recipients.
- The data on the 'Configurable PDF' tab of the invoice is NOT provided with this email message.
- 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. Your name appears in this field by default.
- 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.
- Click Send.
A YELLOW 'Communication Created' banner appears to confirm the outgoing message has been created and added to Procore's outgoing email queue.Note
- A record of your outgoing message is saved in the 'Emails' tab on the invoice.
- Any messages sent to the 'From' address on your outgoing message are automatically saved in the invoice's 'Emails' tab. This provides your message recipients with the convenience to use the reply feature in their email program. It also captures your collaborator's approve or reject responses in writing.
Next Steps
See Also