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Export Owner Invoices

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)
      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

Objective

To export an owner invoice to one of the supported file formats.

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. 
  • Supported File Formats:
    • CSV
    • PDF
    • PDF with Attachments
  • Limitations:
    • The 'PDF with Attachments' option is not available when using Procore with DocuSign©.

Prerequisites

Steps

  1. Navigate to the project's Prime Contracts tool.
  2. Locate the contract to open.
     Tip
    How to find a contract? Use the Search and Select a Column to Group features to quickly find the contract. 
  3. Click the appropriate Number link to open the contract. 
  4. Click the Invoices tab. 
  5. Locate the invoice to open in the Invoices (Payment Applications) tab. 
  6. Click the Invoice # link to open it. 
  7. Scroll to the Schedule of Values card and select the desired option from the Column View When Exported drop-down list:
    • Industry Standard. This is the default column layout for an owner invoice's Schedule of Values.
    • Custom Configuration. If you have customized the column layout of your schedule of values, choose this option to select your custom view before proceeding with the export.  
       Tip
      Do you want your PDF export file to show which change orders are bcbng billed against? Apply the Prime Contract Change Order, Potential Change Order, or Change Order Request options in the Select Groups to Display menu at the top of the invoice's Schedule of Values. Procore will include both the change order number and complete title of those items in the PDF.
  8. Click the Export button and choose one of these options from the drop-down menu:
    modern-owner-invoice-export-options (2).png
    • PDF
      Choose this option to download a single PDF of the owner invoice. A GREEN success banner appears to notify you that the file will be sent to you in an email. Check your email program's Inbox to download the PDF file. 
    • PDF with Attachments
      Choose this option to download a single PDF of the owner invoice to a ZIP or PDF file. With this option, you have these choices:
      • Export ZIP. Click this button to download the owner invoice to a ZIP file. You also have the option to download the Procore Cover Sheet and any available attachments: 
        • To download all attachments, place a checkmark in the All Attachments box. 
        • To download all uploaded attachments, place a checkmark next to the Uploaded Attachments box. 
        • To download only specific attachments, place a checkmark next to the desired attachments. 
      • Export PDF. Click this button to download the owner invoice as a single PDF file. Note: If you try to include one or more of the Uploaded Attachments, this button is grayed out because you cannot export attachments to a single PDF file. 
    • CSV
      Choose this option to download a CSV file. This option downloads the invoice's Schedule of Values in a table format that includes all available columns.