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Export a Subcontractor Invoice

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)
      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

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 Comma Separated Values (CSV) or Portable Document File (PDF) format.  You can also download a PDF that includes any selected attachments in the ZIP file format or as a single PDF. 

Things to Consider

Steps

Export a PDF

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Find the invoice to work with. 
  4. Click the Invoice # link to open it in the project's Commitments tool. 
  5. Click Export > PDF.

    export-options.png

    Procore opens the PDF in a separate tab in your web browser. The controls to save or download the file to your computer depend the PDF viewer or reader installed on your web browser. For assistance with your web browser settings, contact your company's IT department. 

Export a PDF with Attachments

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Find the invoice to work with. 
  4. Click the Invoice # link to open it in the project's Commitments tool. 
  5. Click Export > PDF with attachments.
    Procore opens the Select and Arrange Items window.
  6. Choose the attachments to include by marking the attachment checkboxes:
  7. Optional. Arrange the order of the attachments in the PDF by hovering your mouse cursor over the left side of the item until the grab bar appears. Next, grab the component and move it to the desired position.

    select-and-arrange-items.png
  8. Click one of these buttons:
    • Cancel. Cancels the export.
    • Export ZIP. Exports the invoice and all file attachments as PDFs in a ZIP file and sends the ZIP file to you in an email.
    • Export PDF. Downloads the invoice and selected attachments to your computer as a single PDF.

Export a CSV

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Find the invoice to work with. 
  4. Click the Invoice # link to open it in the project's Commitments tool. 
  5. Click Export > CSV.
    Procore download a copy of the invoice CSV to your computers Download location.  

Examples: CSV and PDF Files

Examples

These examples show you the CSV and PDF versions of an invoice.

CSV

csv-payapp.png

PDF

A PDF invoice has multiple pages: A Document Summary Sheet and at least one (1) Document Detail Sheet. 

Document Summary Sheet

pdf-document-summary-sheet.png

Document Detail Sheet

pdf-document-detail-sheet.png