To export an invoice as a PDF or CSV, or as a PDF with attachments.
Things to Consider
- Required User Permission: 'Admin' level permissions to the Project level Prime Contract tool.
- The option to export an Invoice PDF with attachments is not available on invoices that have been completed through DocuSign.
Export an Invoice as a PDF or CSV
- Navigate to the project's Invoicing tool.
- Under the Owner sub-tab, select the prime contract that you want to work with.
- Click the Invoices sub-tab.
- Click View next to the invoice you want to export.
- Click the Export drop-down menu and select one of the following:
- PDF with Attachments (see below)
Export an Invoice PDF with Attachments
- Complete Steps #1-3 above.
- Click the Export drop-down menu and select PDF with Attachments.
- Select which attachments you want to include with your PDF by marking the checkbox next to the attachment included in the invoice.
- 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.