Forward a Subcontractor Invoice by Email

Using Owner or Specialty Contractor Terminology?

Procore can be configured to use terminology specific to General Contractors, Owners, or Specialty Contractors. Learn how to apply the dictionary options.

  • To learn the differences: Show/Hide

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials.

      Empreiteiros Gerais
      Inglês (Estados Unidos) - Padrão

      Proprietários
      Inglês (terminologia do proprietário V2)

      Empreiteiros especializados
      Inglês (Terminologia de empreiteiro especializado)

      Facturação

      Facturação

      Faturamento em Andamento

      Proprietário

      Financiamento

      Proprietário

      Proprietário/Cliente

      Proprietário/Cliente

      GC/Cliente

      Alteração contratual de contrato principal

      Alteração contratual de financiamento

      alteração contratual de contrato de cliente

      Contratos Principais

      Financiamento

      Contratos de Clientes

      Receita

      Financiamento

      Receita

      Subcontratar

      Contrato

      Subcontratar

      Subcontratado

      Contratante

      Subcontratado

      SSOV (Itens de contrato de subempreiteiro)

      Itens do contrato de empreiteiro (CSOV)

      SSOV (Itens de contrato de subempreiteiro)

      About These Dictionaries

      • Default Setting: The 'General Contractor' dictionary is enabled by default for all accounts.

      • Availability: These alternate dictionaries in italics are available in US English only.

      How to Switch Your Dictionary

      To change your company's terminology to the Owner or Specialty Contractor dictionary, contact your company's . They will work with your Procore Point of Contact to make the change.

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.
      AND
      You must be added to the 'Private' drop-down list on the commitment.

Prerequisites

Steps

  1. Navigate to the project's Commitment tool.

  2. Go to Commitment for the invoice you want to distribute.

  3. Click the Invoicing tab

  4. Locate the invoice to distribute and click its Number link.

  5. In the invoice, click the Emails tab.

  6. In the Emails tab, click Email Invoice.

  7. In the Email pane, click Email.

  8. 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.

    • Message. Type the message body in this box.

  9. 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.

Next Steps

See Also

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