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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

You can export an owner invoice to the CSV or PDF file format. You also have the option to download the invoice and any attachments to a PDF file. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the Project level Prime Contracts tool. 
  • Limitations:
    • The 'PDF with Attachments' option is not available when using Procore with DocuSign©.

Steps

Export an Invoice as a PDF or CSV

  1. Navigate to the Project level Prime Contracts tool.
  2. Click the Invoices tab.
  3. Click View next to the invoice you want to export.
  4. Click the Export drop-down menu and select one of the following:
    • PDF
    • PDF with Attachments (see below)
    • CSV
       

Export an Invoice PDF with Attachments

  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 prime contract software and how it can help your business, please visit our construction contract management software product page here.