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Compile Subcontractor Invoice Backup

 

Objective

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

Background

Compiling invoice backup allows users to compile all necessary PDFs without having to export each invoice individually. 

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the Commitments tool. 
      Note: Due to the sensitive nature of a project's invoicing data, the Invoicing tool can only be accessed by individuals who have been granted 'Admin' permission on the Commitments and/or Prime Contracts tools.
  • 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 the boxes that correspond to the invoices you want to compile a 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

 

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.

 

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