Export Owner Invoices

Using Owner or Specialty Contractor Terminology?

Procore can be configured to use terminology specific to General Contractors, Owners, or Specialty Contractors. Learn how to apply the dictionary options.

  • To learn the differences: Show/Hide

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials.

      Contratistas Generales
      Inglés (Estados Unidos) - Predeterminado

      Propietarios
      Inglés (Terminología de propietario V2)

      Contratistas especializados
      Inglés (terminología de contratistas especializados)

      Facturación

      Facturación

      Requisiciones de pago

      Dueño

      Financiación

      Dueño

      Propietario/Cliente

      Propietario/Cliente

      GC/Cliente

      Orden de cambio de contrato primario

      Orden de Cambio de Fondos

      orden de cambio del contrato del cliente

      Contratos primarios

      Financiación

      Contratos de cliente

      Ingresos

      Financiación

      Ingresos

      Subcontrato

      Contrato

      Subcontrato

      Contratista

      Contratista

      Contratista

      Partidas del contratista (SSOV)

      Partidas del contratista (CSOV)

      Partidas del contratista (SSOV)

      About These Dictionaries

      • Default Setting: The 'General Contractor' dictionary is enabled by default for all accounts.

      • Availability: These alternate dictionaries in italics are available in US English only.

      How to Switch Your Dictionary

      To change your company's terminology to the Owner or Specialty Contractor dictionary, contact your company's . They will work with your Procore Point of Contact to make the change.

Background

You can export an owner invoice to the CSV or PDF file format. You also have the option to download the invoice and any attachments to a PDF file.

Things to Consider

  • Required User Permissions:

    • Admin level permissions to the Project level Prime Contracts tool.

  • Supported File Formats:

    • CSV

    • PDF

    • PDF with Attachments

  • Limitations:

    • The PDF with Attachments option is not available when using Procore with DocuSign©.

Prerequisites

Steps

  1. Navigate to the project's Prime Contracts tool.

  2. Locate the contract to open.

     Tip

    How to find a contract? Use the Search and Select a Column to Group features to quickly find the contract.

  3. Click the appropriate Number link to open the contract.

  4. Click the Invoices tab.

  5. Locate the invoice to open in the Invoices (Payment Applications) tab.

  6. Click the Invoice # link to open it.

  7. Scroll to the Schedule of Values card and select the desired option from the Column View When Exported drop-down list:

    • Industry Standard. This is the default column layout for an owner invoice's Schedule of Values.

    • Current Configuration. If you have customized the column layout of your schedule of values, choose this option to select your custom view before proceeding with the export.

       Tip

      Do you want your PDF export file to show which change orders are being billed against? Apply the Prime Contract Change Order, Potential Change Order, or Change Order Request options in the **Select Groups to Display menu at the top of the invoice's Schedule of Values. Procore will include both the change order number and complete title of those items in the PDF.

  8. Click the Export button and choose one of these options from the drop-down menu:
    modern-owner-invoice-export-options.png

    • PDF
      Choose this option to download a single PDF of the owner invoice. A GREEN success banner appears to notify you that the file will be sent to you in an email. Check your email program's Inbox to download the PDF file.

    • PDF with Attachments
      Choose this option to download a single PDF of the owner invoice to a ZIP or PDF file. With this option, you have these choices:

      1. Export ZIP. Click this button to download the owner invoice to a ZIP file. You also have the option to download the Procore Cover Sheet and any available attachments:

        1. To download all attachments, place a checkmark in the All Attachments box.

        2. To download all uploaded attachments, place a checkmark next to the Uploaded Attachments box.

        3. To download only specific attachments, place a checkmark next to the desired attachments.

      2. Export PDF. Click this button to download the owner invoice as a single PDF file.
        Note: If you try to include one or more of the Uploaded Attachments, this button is grayed out because you cannot export attachments to a single PDF file.

    • CSV
      Choose this option to download a CSV file. This option downloads the invoice's Schedule of Values in a table format that includes all available columns.

See Also

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