Export a Subcontractor Invoice

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.

      Empreiteiros Gerais
      Inglês (Estados Unidos) - Padrão

      Proprietários
      Inglês (terminologia do proprietário V2)

      Empreiteiros especializados
      Inglês (Terminologia de empreiteiro especializado)

      Facturação

      Facturação

      Faturamento em Andamento

      Proprietário

      Financiamento

      Proprietário

      Proprietário/Cliente

      Proprietário/Cliente

      GC/Cliente

      Alteração contratual de contrato principal

      Alteração contratual de financiamento

      alteração contratual de contrato de cliente

      Contratos Principais

      Financiamento

      Contratos de Clientes

      Receita

      Financiamento

      Receita

      Subcontratar

      Contrato

      Subcontratar

      Subcontratado

      Contratante

      Subcontratado

      SSOV (Itens de contrato de subempreiteiro)

      Itens do contrato de empreiteiro (CSOV)

      SSOV (Itens de contrato de subempreiteiro)

      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

If you want to download a digital copy of a subcontractor invoice, you can choose to export the invoice in a Comma Separated Values (CSV) or Portable Document File (PDF) format. You can also download a PDF that includes any selected attachments in the ZIP file format or as a single PDF.

Things to Consider

Prerequisites

Steps

  • Export a PDF

  • Export a PDF with Attachments

  • Export a CSV

Export a PDF

  1. Navigate to the project's Invoicing tool.

  2. Click the Subcontractor tab.

  3. Find the invoice to work with.

  4. Click the Invoice # link to open it in the project's Commitments tool.

  5. Click Export > PDF.

    export-options.png

    Procore opens the PDF in a separate tab in your web browser. The controls to save or download the file to your computer depend the PDF viewer or reader installed on your web browser. For assistance with your web browser settings, contact your company's IT department.

Export a PDF with Attachments

  1. Navigate to the project's Invoicing tool.

  2. Click the Subcontractor tab.

  3. Find the invoice to work with.

  4. Click the Invoice # link to open it in the project's Commitments tool.

  5. Click Export > PDF with attachments.
    Procore opens the Select and Arrange Items window.

  6. Choose the attachments to include by marking the attachment checkboxes:

  7. Optional. Arrange the order of the attachments in the PDF by hovering your mouse cursor over the left side of the item until the grab bar appears. Next, grab the component and move it to the desired position.

    select-and-arrange-items.png

  8. Click one of these buttons:

    • Cancel. Cancels the export.

    • Export ZIP. Exports the invoice and all file attachments as PDFs in a ZIP file and sends the ZIP file to you in an email.

    • Export PDF. Downloads the invoice and selected attachments to your computer as a single PDF.

Export a CSV

  1. Navigate to the project's Invoicing tool.

  2. Click the Subcontractor tab.

  3. Find the invoice to work with.

  4. Click the Invoice # link to open it in the project's Commitments tool.

  5. Click Export > CSV.
    Procore download a copy of the invoice CSV to your computers Download location.

Examples: CSV and PDF Files

Examples

These examples show you the CSV and PDF versions of an invoice.

csv-payapp.png

A PDF invoice has multiple pages: A Document Summary Sheet and at least one (1) Document Detail Sheet.

Document Summary Sheet

pdf-document-summary-sheet.png

Document Detail Sheet

pdf-document-detail-sheet.png

See Also

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