Export a Subcontractor Payment Application

Objective

To export a subcontractor payment application to a supported file format. 

Background

If you want to download a digital copy of a subcontractor payment application, you can choose to export the payment application in a Comma Seperated Values (CSV) or Portable Document File (PDF) format.  You can also download a PDF that includes any selected attachments in the ZIP file format or as a single PDF. 

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.
• Supported File Formats:
  • CSV
  • PDF
  • PDF With Attachments
• Limitations:
  • Attachments added to a custom field are NOT supported by the 'PDF with Attachments' option at this time. To learn more, see What are custom fields and which Procore tools support them?

Prerequisites

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

Steps

1. Navigate to the project's Invoicing tool.
2. Click the Subcontractor tab.
3. Locate the payment application to work with. 
4. Click the Payment application # link to open the payment application in the project's Commitments tool. 
5. Click the Export button and choose one of these options:
   • PDF. Opens a PDF copy of the payment application in a new browser window. You can use the download and print controls in this window as needed. See the PDF example below.
   • PDF Attachments. Choose this option and then select these options to receive a PDF copy of the payment application by email. This action opens the 'Select and Arrange Items' window.
     • All Attachments. Mark this tickbox to include all file attachments in the PDF file. 
     • Procore Cover Sheet. Mark this tickbox to include a cover sheet in the download. 

        Tip

       Want to rearrange the order of the attachments? Hover your mouse cursor over to the left of the component to move until the grab bar appears. Then grab the component by the button and move it into the desired position. 

       

   • Click the button that corresponds to the desired format:
     • Export ZIP. Click this option to receive the payment application and attachments in a ZIP file. 
     • Export PDF. Click this button to receive the payment application and attachments in a single PDF file.

        Tip

       How do you know when the export file is ready? Procore sends an email to the address that you use to log into Procore when the files are ready. Check your email for that message. 

See Also

• About Subcontractor Payment Applications