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Edit a Billing Period for Progress Billing

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 Limited Release
flag-us.png The Progress Billings tool is only available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options. 

Objective

To edit a billing period with the Progress Billings tool.  

Background

Before you or your subcontractors can begin creating subcontractor invoices in Procore and submitting them for payment,  you must first create a billing period for the invoice. Creating a billing period is a required step.  It defines the opening date, closing date, and the due date for the invoice. You have these options to create billing periods in the project's Invoicing tool:

  • Manually. Choose this option when you need to create billing periods for your subcontractor invoices and your billing periods are not on a consistent schedule. To learn more, see Create Manual Billing Periods.
  • Automatically. Use this method when your billing periods have a consistent start, end, and due date. For example, weekly or monthly. To learn more, see Create Automatic Billing Periods.

 After creating a billing period, you can use the steps below to edit a billing period.  

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.

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the Billing Periods tab.
  3. Use the calendar controls to select dates for your billing period:
    • From. Indicates the start date for the billing period. 
    • To. Indicates the end date for the billing period. 
    • Due Date. Indicates the date by which the invoice contact must submit their invoice to the contractor.  See Add Invoice Contacts to a Purchase Order or Subcontract.
       Note
      • To create a new subcontractor invoice after the 'Due Date' passes, your Procore user account must be granted 'Admin' permissions on the Commitments tool. 
      • After the due date passes, an Invoice Contact can no longer create a new subcontractor invoice. However, you may edit an existing subcontractor invoice and submit that invoice for payment if the invoice is in the 'Draft' or 'Revise & Resubmit' status. For details, see Submit a New Invoice as an Invoice Contact.
  4. Select Open or Closed from the Status list. 
    Note: Only one (1) billing period can be assigned the status of 'Open' at any given time. 
  5. Click Done or click out of the field to save your changes. 

     Tip

    What's the next step? After creating a billing period, users with the required user permissions can Create a Subcontractor Invoice.