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Export a MC/Client Payment application from the Client Contracts Tool

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 Limited Release
flag-us.png  The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for main contractors, owners and speciality contractors?

Objective

To export a MC/Client payment application to one of the supported file formats.

Background

You can export a payment application to the CSV or PDF file format. You also have the option to download the payment application and any attachments to a PDF file. 

Things to Consider

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

Steps

  1. Navigate to the project's Client Contracts tool.
  2. Locate the contract associated with the payment application. Then click View.
  3. In the contract, click the Payment applications tab.
  4. Click View next to the payment application you want to export.
  5. In the payment application, click the Export drop-down menu and select one of these options:
    export-invoice.png
    • CSV
      If you choose this option, Procore exports the data to the CSV file format. 
    • PDF
      If you chose this option, Procore exports the data to the PDF file format. 
    • PDF with Attachments
      If you choose this option, mark the tickboxes that you want to apply under 'Select, Order and Download Files'. Then click one of these buttons:
      export-invoice-with-attachments.png
      • .Zip
        Click this button to download the PDF to a ZIP file. 
      • Single PDF
        Click this button to export the single PDF. Procore emails the PDF file to your user account's 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.