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Export a Subcontractor Invoice

Objective

To export a subcontractor invoice to a supported file format. 

Background

You can export a subcontractor invoice to the Microsoft DOCX or Adobe PDF file format. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool. 
  • Supported File Formats:
    • PDF
    • PDF With Attachments
    • DOCX

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Locate the invoice to work with and click its link. 
  4. Choose one of these options from the Export menu:
    • Export > PDF. Downloads a copy of the invoice in the Portable Document Format (PDF). 
    • Export > PDF Attachments. Compiles a PDF that includes the invoice and any attachments that let you download the invoice any selected attachments. 
    • Export > DOCX. Downloads a copy of the invoice in a Microsoft Word file format (DOCX). 

 

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.