Export a GC/Client Invoice from the Progress Billings Tool
Objective
To export a GC/Client invoice as a CSV, PDF, or PDF with Attachments from the Progress Billings tool.
Background
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Client Contracts tool.
- For customers using the DocuSign© integration:
- The Export PDF option to include attachments is not available on GC/Client invoices.
Prerequisites
Steps
- Navigate to the project's Progress Billings tool.
- Click the GC/Client tab. Then click the client contract that you want to work with.
- Click the Invoices tab.
- Locate the contract associated with the invoice. Then click View.
- In the contract, click the Invoices tab.
- In the invoice, click the Export drop-down menu and select one of these options:
- CSV
If you choose this option, Procore exports the data to the CSV file format. - PDF
If you chose this option, Procore exports the data to the PDF file format. - PDF with Attachments
If you choose this option, mark the checkboxes that you want to apply under 'Select, Order, and Download Files'. Then click one of these buttons:
- .ZIP
Click this button to download the PDF to a ZIP file. - Single PDF
Click this button to export the single PDF. Procore emails the PDF file to your user account's email address.Note
- Only PDF attachments can be combined into a single PDF, if other file types are used as attachments they will not be available as a single PDF.
- .ZIP
- CSV