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Procore

Export Subcontractor Invoices from the Payments Tool

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 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png with payments powered by Goldman Sachs Transaction Banking (TxB)* is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management icon-external-link.png functionality in the Procore web application to handle the payment process between general and specialty contractors.

Objective

To export the data table on the 'Subcontractor Invoices' tab of the Company level Payments tool. 

Background

A Payments Admin can export the data in view on the 'Subcontractor Invoices' tab of the Payments Tool. To view the invoices created on a project, a Payments Admin needs invoice administrator permissions on that project. 

Things to Consider

Steps

  1. Navigate to the Company level Payments tool. 
  2. Click the Subcontractor Invoices tab. 
  3. Click the Export drop-down menu and choose one (1) of these options from the drop-down menu:
    • CSV. Downloads a CSV copy of the table data and sends it to you in an email with the subject line: "Your CSV export of Subcontractor Invoices is ready."
    • PDF. Generates a PDF copy of the table data and sends it to you in an email with the subject line: "Your PDF export of Subcontractor Invoices is ready."
       Notes
      • Click the Download link in the email to view the file on your computer.
      • Any grouping, filtering, and search filters applied to the table data are reflected in the exported file.

See Also