To export a subcontractor invoice to a supported file format.
You can export a subcontractor invoice to the Microsoft DOCX or Adobe PDF file format.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
- Supported File Formats:
- PDF With Attachments
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Locate the progress claim to work with and click its link.
- Choose one of these options from the Export menu:
- Export > PDF. Downloads a copy of the progress claim in the Portable Document Format (PDF).
- Export > PDF Attachments. Compiles a PDF that includes the invoice and any attachments that let you download the invoice any selected attachments.
- Export > DOCX. Downloads a copy of the progress claim in a Microsoft Word file format (DOCX).