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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. 
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Prime Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an invoice contact for a subcontracting company that is performing work for a general contractor managing your contract in Procore), your ability to perform invoice-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Prime Contracts tool.
        • Your membership on the 'Private' list of a specific prime contract, purchase order, or subcontract.
        • Your designation as an 'Invoice Contact' on a prime contract, purchase order, or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • For customers using the DocuSign integration:
    • The Export PDF option to include attachments is not available on owner invoices. 

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab. Then click the prime contract that you want to work with.
  3. Click the Invoices tab.
  4. Click View next to the invoice you want to export.
  5. Click the Export drop-down menu and select one of the following options:
    export-invoice.png
    • CSV
    • PDF
    • 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. 
      export-invoice-with-attachments.png
      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. 

 

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.