Forward a Subcontractor Invoice by Email
Objective
To forward a subcontractor invoice to Procore project users by email.
Background
Once an invoice is created, a Procore project user granted the required user permissions can forward an invoice to recipients. Recipients must have a user account in the Project Directory. An invoice administrator can also set up a 'Commitments Distribution' list for recipients in the project's Commitments tool. This automatically populates the 'To' field with distribution list members when sending a new email. You can add or remove recipients before sending the invoice.
Things to Consider
- Required User Permissions:
- You must be an invoice administrator.
OR - You must have 'Standard' level permissions on the project's Commitments tool.
- You must be an invoice administrator.
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Locate the invoice to distribute and click its Number link.
- In the invoice, click the Emails tab.
- In the Emails tab, click Email Invoice.
- In the Email pane, click Email.
- Under the Forward Invoice [Number] for Contract [Number - Date] area:
- To. Select recipient(s) from the drop-down list.
Tip
Need a default distribution list? An invoice administrator can set up a 'Commitments Distribution' list in the project's Commitments tool. This auto-populates the 'To' field with list members when crafting a new email. See Configure Settings: Commitments. - CC. Select recipients from the drop-down list.
- BCC. Select recipients from the drop-down list.
- Private. Place a mark in the box to make the invoice 'Private' to recipients and administrators.
- Subject. Add a subject line for the commitment.
- Attachments. Attach any relevant files. You have these options:
- Click Attach File(s) and select files from your computer.
OR - Use a drag-and-drop operation to move files from your computer into the Attachments area.
- Click Attach File(s) and select files from your computer.
- Message. Type the message body in this box.
- To. Select recipient(s) from the drop-down list.
- Click Send.
Procore sends your email to the named recipients. A copy of the email and any replies are stored as a communication thread in the Emails tab of the invoice.