Export a Subcontractor Invoice

Objective

To export a subcontractor invoice to a supported file format. 

Background

If you want to download a digital copy of a subcontractor invoice, you can choose to export the invoice in a PDF or CSV file format.  You can also download a PDF with any selected attachments in a ZIP file or as a single PDF. 

Things to Consider

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

Prerequisites

• Create an Invoice on Behalf of an Invoice Contact
  OR
• Submit a New Invoice as an Invoice Contact

Steps

1. Navigate to the project's Invoicing tool.
2. Click the Subcontractor tab.
3. Locate the invoice to work with. 
4. Click the Invoice # link to open the invoice in the project's Commitments tool. 
5. Click the Export button and choose one of these options:
   • PDF. Opens a PDF copy of the invoice in a new browser window. You can use the download and print controls in this window as needed. See PDF. 
   • PDF Attachments. Choose this option and then select these options to receive a PDF copy of the invoice by email. You also have these options:
     • In the 'Select, Order, and Download Files' menu, mark the checkbox next to the checkboxes to choose to include a 'Procore Cover Sheet' or any listed attachments. You can alternatively click Select All to include all available attachments. 
       
       • Select the desired format:
         • .ZIP. Click this option to receive the invoice and attachments in a ZIP file. 
         • Single PDF. Click this button to receive the invoice and attachments in a single PDF file. 
   • CSV. Downloads a Comma Separated Values file named 'payapp.csv' to your browser's specified Download location on your computer. See CSV. 

See Also

• About Subcontractor Invoices