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Procore (en-GB)

Compile Payment Application Backups

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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
      • Access permissions to the Payment applications & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Main Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an payment application contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Main Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  • Additional Information:
    • To successfully Compile Payment application Backups, the billing period(s) that correspond to the selected payment application(s) must exist. To learn more, see Create Automatic Billing Periods and Create Manual Billing Periods.
    • If you are using the Procore + DocuSign© integration and the signature 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.
     Important
    To successfully compile a backup, Procore requires the billing period(s) corresponding to the payment applications you selected must exist. To learn more, see Create Automatic Billing Periods and Create Manual Billing Periods.

    compile-invoice-backups.png
  4. You will see a message at the top of the page alerting you if the compilation has been successful.
    compile-invoice-backups-successful.png