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Procore

Export the Subcontractor Invoicing Page

Objective

To export a list of all the subcontractor invoices on the 'Subcontractor' tab of the projects Invoicing tool. 

Background

The 'Subcontractor' tab in the project's Invoicing tool displays all of your project's billings. You can generate a PDF copy of this list using the export steps described below.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Choose Export > PDF
     Notes
    • Procore generates a PDF of the tab's contents and opens it in a separate browser window.
    • Any grouping, filtering, and search filters applied to the billings on the Subcontractor tab are reflected in the PDF. 

The image below shows you the 'Application and Certificate for Payment' that appears when you export your invoice to PDF. 

export-pdf.png 

 

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 .