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Procore Support (en-au)

Export the Subcontractor Invoicing Page

Objective

To export a list of all the subcontractor progress claims 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 Head Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an progress claim contact for a subcontracting company that is performing work for a head contractor managing your contract in Procore), your ability to perform progress claim-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 Head Contracts tool.
        • Your membership on the 'Private' list of a specific head contract, purchase order, or subcontract.
        • Your designation as an 'Progress Claim Contact' on a head 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 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. 

The image below shows you the 'Application and Certificate for Payment' that appears when you export your progress claim 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.
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