Export an Owner Payment Application as a PDF, CSV or PDF with Attachments
Objective
To export a payment application as a PDF or CSV or as a PDF with attachments.
Background
The Invoicing tool provides you with the ability to export your payment application to a CSV or PDF format. You can also include any attachments associated with the payment application in a PDF.
Things to Consider
- Required User Permissions:
- 'Admin' permission on the project's Main Contracts tool.
- For customers using the DocuSign integration:
- The Export PDF option to include attachments is not available on owner payment applications.
Prerequisites
Steps
- Export an Owner Payment Application to CSV or PDF
- Export an Owner Payment Application and Attachments to PDF
Export an Owner Payment Application to CSV or PDF
- Navigate to the project's Invoicing tool.
- Click the Owner tab. Then click the main contract that you want to work with.
- Click the Payment Applications tab.
- Click View next to the payment application you want to export.
- Click the Export drop-down menu and select one of the following options:
- CSV
- PDF with Attachments
Export an Owner Payment Application and Attachments to PDF
- Complete Steps #1-3 above.
- Click the Export drop-down menu and select PDF with Attachments.
- Select which attachments you want to include with your PDF by marking the checkbox next to the attachment included in the payment application.
- Select .zip to have these attachments exported in a zip drive, or select Single PDF to have them exported in a single PDF. The PDF with attachments will then be emailed to your Procore user email address.
Note: Only PDF attachments can be combined into a single PDF, if other file types are used as attachments they will not be available as a single PDF.
See Also