Export an Owner Invoice as a PDF, CSV, or PDF with Attachments
Objective
To export an invoice as a PDF or CSV, or as a PDF with attachments.
Background
The Invoicing tool provides you with the ability to export your invoice to a CSV or PDF format. You can also include any attachments associated with the invoice in a PDF.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Prime Contracts tool.
- For customers using the DocuSign© integration:
- The Export PDF option to include attachments is not available on owner invoices.
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Owner tab. Then click the prime contract that you want to work with.
- Click the Invoices tab.
- Click View next to the invoice you want to export.
- Click the Export drop-down menu and select one of the following options:
- CSV
- PDF with Attachments. When selecting this option, mark the checkbox next to the attachments that you want to include. Then Select .zip to have these attachments exported in a zip drive, or select Single PDF to have them exported in a single PDF. The PDF with attachments will then be emailed to your Procore user email address.
Note: Only PDF attachments can be combined into a single PDF, if other file types are used as attachments they will not be available as a single PDF.