Export the Subcontractor Invoicing Page from the Progress Billings Tool

Objective

To export a list of all the subcontractor invoices on the 'Subcontractor' tab of the projects Progress Billings tool. 

Background

The 'Subcontractor' tab in the project's Progress Billings 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.

Prerequisites

• Submit a New Invoice as an Invoice Contact for a Progress Billing
  OR
• Create a Subcontractor Invoice on Behalf of an Invoice Contact

Steps

1. Navigate to the project's Progress Billings tool.
2. Click the GC/Client 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. 

See Also

• Submit a New Invoice as an Invoice Contact for a Progress Billing
• Create a Subcontractor Invoice on Behalf of an Invoice Contact
• Export a Subcontractor Invoice from the Progress Billings Tool