Export a Subcontractor Invoice
Objective
To export a subcontractor invoice to a supported file format.
Background
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
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
- Supported File Formats:
- PDF with Attachments
- CSV
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Locate the invoice to work with.
- Click the Invoice # link to open the invoice in the project's Commitments tool.
- 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, mark the checkbox next to the checkboxes to choose to include a 'Procore Cover Sheet' or any listed attachments. You can alternatively click Select All to include all available attachments.
- 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.
- Select the desired format:
- In the 'Select, Order and Download Files' menu, mark the checkbox next to the checkboxes to choose to include a 'Procore Cover Sheet' or any listed attachments. You can alternatively click Select All to include all available attachments.
- CSV. Downloads a Comma Separated Values file named 'payapp.csv' to your browser's specified Download location on your computer. See CSV.
Examples
The illustrations below show you an example of each option.
Example
The illustration below shows the PDF version of the invoice.
Example - Document Summary Sheet
Example - Document Detail Sheet
CSV
Example
The illustration below shows the CSV version of the invoice.