Export the Subcontractor Invoicing Page

Objective

To export a list of billings that have been invoiced for by your subcontractors to the PDF file format. 

Background

In Procore, a project's billings are the amounts that have been invoiced for by a subcontractor and are due for payment. Clicking the Subcontractor tab in the project's Invoicing tool displays all of your project's billings. You can then generate a PDF copy of those billings using the export steps described below.

Things to Consider

• Required User Permissions:
  • 'Admin' on the project's Commitments tool.
    Note: Due to the sensitive nature of a project's invoicing data, the Invoicing tool can only be accessed by individuals who have been granted 'Admin' permission on the Commitments and/or Main Contracts tools. 
• Prerequisites:
  • Create and Submit a Payment Application as a Subcontractor
    OR
  • Create a Payment Application on Behalf of a Subcontractor
• Additional Information:
  • You can also access your billings from the Commitments tool. See Export the Billings Page.

Steps

1. Navigate to the project's Invoicing 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. 

See Also

• Create and Submit a Payment Application as a Subcontractor
• Create a Payment Application on Behalf of a Subcontractor
• Export the Subcontractor Invoicing Page