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Export an Owner Payment Application as a PDF, CSV or PDF with Attachments

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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. 
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Main Contracts or Commitments tool, as well as the privacy and payment application contact settings set on each main contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Payment Applications.
  • 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

  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab. Then click the main contract that you want to work with.
  3. Click the Payment Applications tab.
  4. Click View next to the payment application you want to export.
  5. Click the Export drop-down menu and select one of the following options:
    • CSV
    • PDF
    • PDF with Attachments

Export an Owner Payment Application and Attachments to PDF

  1. Complete Steps #1-3 above.
  2. Click the Export drop-down menu and select PDF with Attachments.
    export-payment application.png
  3. Select which attachments you want to include with your PDF by marking the checkbox next to the attachment included in the payment application.
    export-payment application-with-attachments.png
  4. 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