Compile Subcontractor Invoice Backups with the Invoicing Tool
Objective
To use the Invoicing tool to compile a PDF backup of one or more subcontractor invoice(s) with any PDF attachments as an invoice administrator.
Background
An invoice backup lets you generate a PDF that contains a copy of a subcontractor invoice. You can also include any PDF attachments from that invoice. You can also compile backups in bulk. This saves time so you don't have to manually export multiple invoices or compile downloads into a single PDF. Instead, Procore does the work for you.
Things to Consider
- Required User Permissions
- Additional Information:
- You can compile subcontractor invoice backups only with the Invoicing tool.
- For successful invoice backups, keep all previously invoiced billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to an invoice. See Edit Billing Periods.
- If you are using the Procore + DocuSign© integration and the signature workflow is complete, all versions of the PDFs will include the DocuSign© version.
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Under the Subcontractor tab, place checkmarks in the boxes that correspond to the invoices that you want to compile the backup for.
- Click Compile Invoice Backups.
An alert appears at the top of the page if the compilation is successful.Tip
For successful invoice backups, keep all previously invoiced billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to an invoice. See Edit Billing Periods.