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Export a Subcontractor Payment Application

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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 invoice in a PDF or CSV file format.  You can also download a PDF with any selected attachments in a ZIP file or as a single PDF. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool. 
  • Supported File Formats:
    • PDF
    • PDF with Attachments
    • CSV

Steps

  1. Navigate to the project's Payment Applications 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 PDF. 
    • PDF Attachments. Choose this option and then select these options to receive a PDF copy of the payment application by email. You also have these options:
      • In the 'Select, Order and Download Files' menu, mark the checkbox next to the checkboxes to choose to include a 'Procore Cover Sheet' or any listed attachments. You can alternatively click Select All to include all available attachments. 
        pdf-with-attachments-option.png
        • Select the desired format:
          • .ZIP. Click this option to receive the payment application and attachments in a ZIP file. 
          • Single PDF. Click this button to receive the payment application and attachments in a single PDF file. 
    • CSV. Downloads a Comma Separated Values file named 'payapp.csv' to your browser's specified Download location on your computer. See CSV. 

Examples

The illustrations below show you an example of each option. 

PDF

Example

The illustration below shows the PDF version of the payment application. 

Example - Document Summary Sheet

pdf-document-summary-sheet.png

Example - Document Detail Sheet

pdf-document-detail-sheet.png

Return to Steps

CSV

Example

The illustration below shows the CSV version of the payment application. 

csv-payapp.png

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.