Compile Payment Application Backups

Objective

To compile a backup of default payment application PDF and all of its PDF attachments for one or multiple payment applications.

Background

An payment application backup lets you generate a single PDF that contains a PDF copy of each individual payment application that you select. This feature saves valuable time so you don't have to manually export multiple payment applications or compile those downloads into a single PDF. Instead, Procore does this work for you.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments tool.

     Notes

    • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Main Contracts and/or Commitments tool. 
    • If you are a collaborator (for example, an payment application contact for a subcontracting company that is performing work for a main contractor managing your contract in Procore), your ability to perform payment application-related tasks is determined by the project team that controls these settings for your Procore user account: 
      • Your user account's permissions on the project's Commitments and/or Main Contracts tool.
      • Your membership on the 'Private' list of a specific main contract, purchase order, or subcontract.
      • Your designation as an 'Payment Application Contact' on a main contract, purchase order or commitment.
    • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
• Additional Information:
  • If DocuSign was used and the DocuSign^© workflow is complete, all versions of the PDFs will include the DocuSign^© version.

Prerequisites

• Create an Payment Application on Behalf of an Payment Application Contact
  OR
• Submit a New Payment Application as an Payment Application Contact

Steps

1. Navigate to the project's Payment Applications tool.
2. Under the Subcontractor tab, place checkmarks in the boxes that correspond to the payment applications that you want to compile the backup for.
3. Click Compile Payment Application Backups.
   
4. You will see a message at the top of the page alerting you if the compilation has been successful.
   

See Also

• Submit a New Payment Application as an Payment Application Contact
• Create an Payment Application on Behalf of an Payment Application Contact