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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. 

Things to Consider

  • Required User Permissions:
    • 'Admin' permission on the project's Prime Contracts tool. 
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Prime Contracts or Commitments tool, as well as the privacy and invoice contact settings set on each prime contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Prerequisites:
  • For customers using the DocuSign integration:
    • The Export PDF option to include attachments is not available on owner invoices. 

Steps

Export an Owner Invoice to CSV or PDF

  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:
    • CSV
    • PDF
    • PDF with Attachments

Export an Owner Invoice and Attachments to PDF

  1. Complete Steps #1-3 above.
  2. Click the Export drop-down menu and select PDF with Attachments.
    export-invoice.png
  3. Select which attachments you want to include with your PDF by marking the checkbox next to the attachment included in the invoice.
    export-invoice-with-attachments.png
  4. 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. 
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.