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Procore (en-GB)

Export the Subcontractor Invoicing Page

Objective

To export a list of all the subcontractor payment applications on the 'Subcontractor' tab of the projects Invoicing tool. 

Background

The 'Subcontractor' tab in the project's Invoicing tool displays all of your project's billings. You can generate a PDF copy of this list using the export steps described below.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Main Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an payment application contact for a subcontracting company that is performing work for a main contractor managing your contract in Procore), your ability to perform payment application-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Main Contracts tool.
        • Your membership on the 'Private' list of a specific main contract, purchase order, or subcontract.
        • Your designation as an 'Payment Application Contact' on a main contract, purchase order or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Additional Information:

Steps

  1. Navigate to the project's Payment Applications tool.
  2. Click the Subcontractor tab.
  3. Choose Export > PDF
     Notes
    • Procore generates a PDF of the tab's contents and opens it in a separate browser window.
    • Any grouping, filtering and search filters applied to the billings on the Subcontractor tab are reflected in the PDF. 

The image below shows you the 'Application and Certificate for Payment' that appears when you export your payment application to PDF. 

export-pdf.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.