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Procore (en-GB)

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

  • Required User Permissions:
    • 'Admin' on the project's Commitments tool.
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Main Contracts or Commitments tool, as well as the privacy and payment application contact settings set on each main contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Payment Applications.
  • Additional Information:
    • If DocuSign was used and the DocuSign© workflow is complete, all versions of the PDFs will include the DocuSign© version.

Steps

  1. Navigate to the project's Invoicing 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.
    compile-payment application-backups.png
  4. You will see a message at the top of the page alerting you if the compilation has been successful.
    compile-payment application-backups-successful.png