Compile Payment Application Backups
Objective
To compile backup (the 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
- Additional Information:
- If DocuSign was used and the DocuSign© workflow is complete, all versions of the PDFs will include the DocuSign© version.
Steps
- Navigate to the project's Invoicing tool.
- Under the Subcontractor tab, place checkmarks in the boxes that correspond to the payment applications that you want to compile the backup for.
- Click Compile Payment Application Backups.
- You will see a message at the top of the page alerting you if the compilation has been successful.