Email a GC/Client Invoice from the Client Contracts Tool
Limited Release
The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?Objective
To email a GC/Client invoice to a general contractor or client as a request for payment.
Background
If you are a specialty contractor who is managing a construction project in your Procore account, you can send a copy of the Detail tab of the GC invoice to a general contractor or client. Keep in mind that the steps below send only send a PDF copy of the Detail tab. It does NOT send a copy of the Configurable PDF tab.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Client Contracts tool.
- Additional Information:
- You can also navigate to the invoice in the project's Invoicing tool. See Email a GC/Client Invoice from the Client Contracts Tool.