Procore can be configured to use terminology specific to General Contractors, Owners, or Specialty Contractors. Learn how to apply the dictionary options.
An invoice backup generates a PDF copy of a contract's subcontractor invoices and includes them in the backup file as PDF attachments. Users can compile backups in bulk, saving time and eliminating the need to export multiple invoices and manually combine files. Backups can only be compiled from the Subcontractor tab of the Invoicing tool.
With the Procore + DocuSign© integration, Procore includes the signed DocuSign© invoice once the signature workflow is complete.
Place all previously invoiced billing periods for the contract(s) the Closed status. See Edit Billing Periods. Never delete a billing period if its linked to an invoice.
Navigate to the project's Invoicing tool.
Click the Subcontractor tab.
Mark the checkboxes for the contracts for which you want to compile invoice backup.
For a successful compile, place all of the contract's previously invoiced billing periods into the Closed status. See Edit Billing Periods. Never delete billing period if its linked to an invoice.
Click Compile Invoice Backups.
For payors using Procore Pay, click here for additional steps.
In the Compile window that appears for Procore Pay, mark a check box to include the item. Remove a mark to exclude it.
All. The files attached to the Attachments card of the invoice.
Cover Sheet. A cover sheet for the backup file.
Attachments. The files added to the Attachments card of the invoices.
First-Tier Waivers. The Conditional and/or Unconditional first-tier lien waivers. If you don't see this option, enable first-tier lien waivers on the project. See Enable Lien Waivers & Set Default Templates on Projects.
Sub-Tier Waivers. The lien waivers added for any sub-tier subcontractors. If you don't see this option, enable sub-tier waivers on the project. See Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator.
Click Compile.
This is an example of the email with the downloadable file link. For ease of identification, Proocore names the file: Subcontractor invoice backup - [project name] - [project number] - [date] - [time].pdf
When compiling the PDF to include in a backup, Procore organizes invoices by 'Contract #' in ascending order, and applies the 'Invoice Position' number as the secondary sort order. This ensures invoices are clearly presented in logical order in the backup file.
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