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Export a Subcontractor Payment Application

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Speciality Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for main contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      Main Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Speciality Contractors

      English (Speciality Contractor Terminology)
      Payment Applications Payment Applications Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client MC/Client
      Main Contract Variation Funding Variation Client Contract Variation
      Main Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Bill of Quantities (SBOQ) Contractor Bill of Quantities (CBOQ) Subcontractor Bill of Quantities (SBOQ)

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 Separated 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

Steps

Export a PDF

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Find the payment application to work with. 
  4. Click the Payment application # link to open it in the project's Commitments tool. 
  5. Click Export > PDF.

    export-options.png

    Procore opens the PDF in a separate tab in your web browser. The controls to save or download the file to your computer depend the PDF viewer or reader installed on your web browser. For assistance with your web browser settings, contact your company's IT department. 

Export a PDF with Attachments

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Find the payment application to work with. 
  4. Click the Payment application # link to open it in the project's Commitments tool. 
  5. Click Export > PDF with attachments.
    Procore opens the Select and Arrange Items window.
  6. Choose the attachments to include by marking the attachment tickboxes:
  7. Optional. Arrange the order of the attachments in the PDF by hovering your mouse cursor over the left side of the item until the grab bar appears. Next, grab the component and move it to the desired position.

    select-and-arrange-items.png
  8. Click one of these buttons:
    • Cancel. Cancels the export.
    • Export ZIP. Exports the payment application and all file attachments as PDFs in a ZIP file and sends the ZIP file to you in an email.
    • Export PDF. Downloads the payment application and selected attachments to your computer as a single PDF.

Export a CSV

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Find the payment application to work with. 
  4. Click the Payment application # link to open it in the project's Commitments tool. 
  5. Click Export > CSV.
    Procore download a copy of the payment application CSV to your computers Download location.  

Examples: CSV and PDF Files

Examples

These examples show you the CSV and PDF versions of a payment application.

CSV

csv-payapp.png

PDF

A PDF payment application has multiple pages: A Document Summary Sheet and at least one (1) Document Detail Sheet. 

Document Summary Sheet

pdf-document-summary-sheet.png

Document Detail Sheet

pdf-document-detail-sheet.png