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Export a Subcontractor Invoice from the Progress Billings Tool


 Limited Release
flag-us.png The Progress Billings tool is only available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options


To export a subcontractor invoice to a supported file format from the Progress Billings tool. 


If you want to download a digital copy of a subcontractor invoice, you can choose to export the invoice in a PDF or CSV file format.  You can also download a PDF with any selected attachments in a ZIP file or as a single PDF. 

Things to Consider 


  1. Navigate to the project's Progress Billings tool.
  2. Click the Subcontractor tab.
  3. Locate the invoice to work with. 
  4. Click the Invoice # link to open the invoice in the project's Commitments tool. 
  5. Click the Export button and choose one of these options:
    • PDF. Opens a PDF copy of the invoice in a new browser window. You can use the download and print controls in this window as needed. See PDF
    • PDF Attachments. Choose this option and then select these options to receive a PDF copy of the invoice by email. You also have these options in the 'Select, Order, and Download Files' menu:
      • To include all of the listed items, mark the Select All to include all available attachments.
      • To include the certain item(s), mark the desired boxes to include a 'Procore Cover Sheet' and any listed attachments. Note: These are the attachments that have been added to the 'Attachments' section of the invoice. This menu does NOT list items added to the invoice's Related Items tab.
      • To change the order that the attachments are added to a PDF, click the grab bar pictured below and move the attachment(s) into the desired order. 

        • Select the desired format:
          • .ZIP. Click this option to receive the invoice and attachments in a ZIP file. 
          • Single PDF. Click this button to receive the invoice and attachments in a single PDF file.
            When you select either one of these formats, a GREEN banner appears to notify you that an email will be sent to you when the files are ready. 

    • CSV. Downloads a Comma Separated Values file named 'payapp.csv' to your browser's specified Download location on your computer. See CSV


The illustrations below show you an example of each option. 



The illustration below shows the PDF version of the invoice. 

Example - Document Summary Sheet


Example - Document Detail Sheet


Return to Steps



The illustration below shows the CSV version of the invoice.