Compile Progress Billing Backups
Objective
To compile a backup that includes all PDF attachments for one or more progress billings.
Background
A progress billing backup lets you generate a single PDF that contains a PDF copy of each individual progress billing that you select. This feature saves valuable time so you don't have to manually export multiple progress billings or compile those downloads into a single PDF. Instead, Procore does this work for you.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
- Additional Information:
- To successfully Compile Progress Billing Backups, the billing period(s) that correspond to the selected progress billings must exist. To learn more, see Create Automatic Billing Periods and Create Manual Billing Periods.
- If you are using the Procore + DocuSign© integration and the signature workflow is complete, all versions of the PDFs will include the DocuSign© version.
Prerequisites
Steps
- Navigate to the project's Progress Billings tool.
- Under the Subcontractor tab, place checkmarks in the boxes that correspond to the progress billings that you want to compile the backup for.
- Click Compile Progress Billing Backups.
Important
To successfully compile a backup, Procore requires the billing period(s) corresponding to the progress billings you selected must exist. To learn more, see Create Automatic Billing Periods and Create Manual Billing Periods.
You will see a message at the top of the page alerting you if the compilation has been successful.