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Compile Invoice Backups

Objective

To compile backup (the default invoice PDF and all of its PDF attachments) for one or multiple invoices.

Background

An invoice backup lets you generate a single PDF that contains a PDF copy of each individual invoice that you select. This feature saves valuable time so you don't have to manually export multiple invoices or compile those downloads into a single PDF. Instead, Procore does this work for you.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Commitments tool.
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Prime Contracts or Commitments tool, as well as the privacy and invoice contact settings set on each prime contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Additional Information:
    • If DocuSign was used and the DocuSign© workflow is complete, all versions of the PDFs will include the DocuSign© version.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Under the Subcontractor tab, place checkmarks in the boxes that correspond to the invoices that you want to compile the backup for.
  3. Click Compile Invoice Backups.
    compile-invoice-backups.png
  4. You will see a message at the top of the page alerting you if the compilation has been successful.
    compile-invoice-backups-successful.png

See Also

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.