Email an Owner Progress Claim

Objective

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

Background

After you create an invoice, you can send it to the owner by email. If the owner sends a reply to that email message, the response will appear in the Emails tab of the invoice. 

Things to Consider

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

     Notes

    • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Prime Contracts and/or Commitments tool. 
    • If you are a collaborator (for example, an invoice contact for a subcontracting company that is performing work for a general contractor managing your contract in Procore), your ability to perform invoice-related tasks is determined by the project team that controls these settings for your Procore user account: 
      • Your user account's permissions on the project's Commitments and/or Prime Contracts tool.
      • Your membership on the 'Private' list of a specific prime contract, purchase order, or subcontract.
      • Your designation as an 'Invoice Contact' on a prime contract, purchase order, or commitment.
    • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
• Additional Information:
  • Clicking the Email Progress Claim button sends a PDF copy of the Detail tab to recipients. The Configurable PDF tab is NOT included in the outgoing email message. 

Prerequisites

• Create an Owner Progress Claim

Steps

1. Navigate to the project's Invoicing tool.
2. Click the Owner tab. Then click the head contract that you want to work with.
3. Click the Progress Claims tab. 
4. Click View next to the progress claim you want to send by email.
5. Click Email Progress Claim.
   

    Note

   The Email Invoice button to 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 progress claim email to the recipients. Users with 'Admin' permission always have permission to access the progress claim email.
   • Subject. This field automatically populates with the number of the progress claim.
   • Attachments. Attach any related documents or files.
   • Message. Include any messaging about the progress claim that you want to send to recipients. 
7. Click Send.
   The system sends 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 of the invoice. Any replies to the email message are also saved in the Emails tab. 

Next Steps

• Create a Record for a Payment Received