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.
- 'Admin' on the project's Commitments tool.
- Prerequisites:
- Additional Information:
- You can also access your billings from the Commitments tool. See Export the Billings Page.
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- 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.