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Edit a Configurable PDF of an Owner Invoice

Objective

To learn how to edit the Configurable PDF tab for an owner invoice.

Background

An owner invoice is an itemized record of a financial transaction between a project owner and a company responsible for completing work. See Create an Owner Invoice.

This tutorial shows you how to use the options in the Configurable PDF tab of an owner invoice. You can use the options in this tab to customize the way line items display on the PDF, such as how you want to group and summarize invoice's line items so they display the way you want before you present the PDF to an owner. 

Things to Consider

  • Required User Permissions:
    • 'Admin' permission on the project's Prime Contracts tool.
       Note
      Your ability to perform tasks with the Invoicing tool depends on the permissions you've been granted on the prime contract or commitment that you are working with. To learn more about the specific tasks that you can perform with the Invoicing tool, see Permissions: Invoicing.
  • Prerequisites:
  • Additional Information:
    • If you click the Email Invoice button, only the Detail tab PDF of the Invoice will be sent to recipients, not the Configurable PDF tab.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab. 
  3. Select the prime contract that you want to work with.
  4. Click the Invoices tab. 
  5. Click View next to the Invoice with the Configurable PDF that you want to edit. 
  6. Click the Configurable PDF tab.
  7. Edit the PDF in any of the following ways:
    1. Summarization
      By clicking the arrows, you can expand and collapse the line items to show differing levels of data. For example, you can expand the list to view the Division, Cost Code or Cost Type level information (depending on what Grouping options you select). In order to expand all, click the arrow next to 'Description' in the top row.
    2. Grouping
      Click the Group drop-down list to group or subtotal line items by your selection:

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.

 

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