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Forward a Subcontractor Invoice by Email from the Progress Billings Tool

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 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options. 

Objective

To forward a subcontractor invoice to a Procore user by email from the Progress Billings tool. 

Background

You can use the controls in the Emails tab on an invoice to forward the invoice to users in the Project Directory who have been granted 'Read-Only' level permissions to the 

Things to Consider

  • Required User Permissions:
    • 'Standard' and 'Admin' level permissions on the project's Commitments tool.
  • Additional Information:
    • You can only forward an invoice to a Procore user that exists in the Project Directory.
    • To forward an invoice to a Procore user, the person's user profile must have a valid email address in the Project Directory. To learn more about adding users, see What permissions do I need to add users to a Procore project?

Steps

  1. Navigate to the Emails Tab
  2. Forward the Invoice

Navigate to the Emails Tab

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor tab. 
  3. Locate the invoice that you want to send in the table. Then click its Number link to open it. 
  4. Click the Emails tab in the invoice. 

Forward the Invoice

  1. In the Emails tab, click the New Email button. 
  2. Under the 'Forward Invoice' area, do the following:
    • To
      Select the desired recipient(s) from the drop-down list. 
    • Cc
      Select any desired recipient to receive a carbon copy of the email. 
    • Private
      Indicates privacy settings for the invoice. When a submittal is marked 'Private', it is only visible to users with 'Admin' level permissions on the project's Commitment tool. 
    • Title
      The descriptive name that best summarizes the information in the submittal. 
    • Attachments
      Attach any relevant files. You have these options:
      • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
        OR
      • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.
    • Message
      Enter the body of your email message.
  3. Click Send. 
    Procore sends the email to all of the recipients. A copy of the email and any replies are stored as a communication thread in the Emails tab of the invoice.