Edit Billing Periods
For Procore Customers in the United States
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Objective
To edit a billing period as an invoice administrator.
Background
Only an invoice administrator can edit billing periods. Only one billing period can be Open in Procore at any given time.
Caution
Thinking about deleting a billing period? For successful invoice backups, keep all previously invoiced billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to an invoice. See Compile Invoice Backups.Things to Consider
- Required User Permissions
- Additional Information:
- Only one (1) billing period can be Open in Procore at any given time.
- Every billing period you create must have a unique date range. Duplicate billing periods are not permitted.
- The billing period on a new invoice always corresponds to the dates on the Open billing period.
- For successful invoice backups, keep all previously invoiced billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to an invoice. See Compile Subcontractor Invoice Backups with the Invoicing Tool.
Prerequisites
- Create a billing period to edit. See Manage Billing Periods.
Steps
- Navigate to the project's Invoicing tool.
- Click the Billing Periods tab.
The table contains all previously created billing periods. - Locate the billing period to edit.
- Click each field for that period to edit the entry:
- From. Select a start date using the calendar.
- To. Select an end date using the calendar.
- Due Date. Select the due date using the calendar.
Notes
- An invoice contact must submit their invoice before the 'Due Date' for the current, open billing period. After the 'Due Date', an invoice administrator must Create an Invoice on Behalf of an Invoice Contact.
- Status. Choose Open or Closed from the drop-down list. Procore only allows one (1) Open period at any given time.
- Click an area outside each field to save your changes.
Caution
Thinking about deleting a billing period? For successful invoice backups, keep all previously invoiced billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to an invoice. See Compile Invoice Backups.