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Configure Settings: Invoicing

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. 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. These dictionaries are available in US English only. The default dictionary is designed for head contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      Head Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Subcontractors

      English (Speciality Contractor Terminology)
      Progress Claiming Progress Claiming Progress Billings
      Owner-developer Funding Owner-developer
      Owner/Client Owner/Client HC/Client
      Head Contract Variation Funding Variation Client Contract Variation
      Head Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

Objective

To configure settings for the Invoicing tool as an progress claim administrator.

Background

An progress claim administrator should configure the Invoicing tool settings before your team members create any progress claims on a Procore project. 

Things to Consider

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Under Settings, configure the options.

Default Billing Period

These settings populate the date fields in the 'Set Up Billing Period' prompt when users Create Manual Billing Periods with the Invoicing Tool. 

 Tip
Want to simplify billing period creation for future cycles? An progress claim administrator can configure default billing period dates to preset the dates in the From, To, and Due Date fields in the 'Set Up Billing Period' prompt. See Create Manual Billing Periods with the Invoicing Tool. If you don't complete this configuration, no preset dates show. Instead, you will see: mm/dd/yyyy

To configure the Default Billing Period settings:

  1. Choose these dates:
    • Start Date. Accept the default start date of '1st of the month' or choose a different date. This populates the 'From' date in the prompt.
    • End Date. Accept the default end date of '31st of the month' or choose a different date. This populates the 'To' date in the prompt.
    • Due Date. Accept the default due date of '25th of the month' or choose a different date. This populates the 'Due Date' field in the prompt.
      default-billing-period.png

  2. Beta Select a Subcontractor Default Progress Claim Type option from the drop-down list:

    • Work and Materials. Allow progress claim contacts to create progress claims to bill for work and materials. 
    • Work, Materials & Retention. Allow progress claim contacts to create progress claims to bill for work, materials, and retention release. 
    • None (must be invited to create a progress claim). Only allow progress claim contacts to create progress claims after sending an 'Invite to Bill'. 

      subcontractor-invoice-type.png
       Note
      The 'Invoice Type' is always set to 'Work, Materials & Retention' when a user with 'Admin' level permissions on the Commitments tool creates a new progress claim. 
  3. Click Update.

Lien Waivers

These settings are only available with Procore Pay. For instructions:

Emails

Use these settings to adjust the Invoicing tool's email messages. 

To configure the Emails settings: 

  1. Type a message for your progress claim contacts in the Invitation & Reminder Custom Message box.

    invoicing-settings-emails.png
     Tip
    Where is this text used? Procore includes this text in the 'Invite to Bill' and automatic reminder emails. See Send an 'Invite to Bill' to a Progress Claim Contact.
  2. Move the toggle to the right to turn an option ON. Move it to the left to turn it OFF. The default setting for these options is OFF:
    • Remind Subcontractors to Bill. Turn ON to send an automatic email reminder to progress claim contacts and set the cadence of those emails by selecting Every Day, Every 2 Days,  or Every 3 Days from the Frequency drop-down list. After the 'Due Date' passes, Procore stops sending reminder messages. 
    • Send a Digest of Under Review Progress Claims. Turn ON and select Weekly from the Frequency drop-down list to send a weekly digest summary every Monday. Progress Claims for the current billing period are included in this digest message when they are in the Draft, Under Review, or Revise and Resubmit status. Digest messages are sent to members of the 'Invoice Distribution' drop-down list, located in the Default Distributions section of the Configure Settings page in the Commitments tool. See Configure Settings: Commitments. 
    • Notify Subcontractors when Progress Claims are Approved. Turn ON to automatically send an email notification to progress claim contact(s) when a progress claim's status is changed to Approved or Approved as Noted by a progress claim administrator. See Review a Subcontractor Progress Claim as a Progress Claim Administrator.
  3. Click Update.

Other

Use these settings to configure the system's behaviour for subcontractor progress claims:

To configure the Other settings:

  1. Optional: Sub Progress Claim PDF Footer Text. Enter the footer text for the exported progress claim PDF. See Export a Subcontractor Progress Claim. This field is useful for adding information about local regulations and compliance statements.

    invoicing-settings-other.png
     Note
    The 'Sub Progress Claim PDF Footer' text only appears when a user with 'Admin' level permissions on the project's Commitments tool generates the PDF. It does NOT appear on any PDF generated by a user with 'Read Only' or 'Standard' level permissions on the Commitments tool.
  2. Optional: Show Amounts Subcontractors Claim. If you enable this setting, head contractors can differentiate between what a subcontractor claims and what the head contractor approves.
     Note
     In Australia and New Zealand, enabling the 'Show Amounts Subcontractors Claim' setting will also let general contractors create a payment program PDF in response to the progress claim. See Review a Subcontractor Progress Claim as an Administrator and Create a Payment Program.
    • Total Claimed Amount. This reflects the 'Proposed Amount' column on the progress claim's Detail tab. It excludes retention. 
    • Total Approved Amount. This reflects the 'Work Completed this Period' plus 'Materials Presently Stored' on the progress claim's 'Detail' tab. This value also excludes retention.  
    • Reasons for Difference. When there is a difference between the claimed and approved amounts, include those reasons here. See Review a Subcontractor Progress Claim as a Progress Claim Administrator.
  3. Allow Subcontractors to Over-Bill. Choose the appropriate option:
     Tips
    • How does this setting work? See How do I prevent or allow overbilling on a subcontractor progress claim?
    • Want to prevent overbilling on all of your company's Procore projects? A Procore Administrator can turn the 'Prevent Overbilling on All Projects' setting ON in the Company Admin tool. This prevents users from saving a progress claim if any of the progress claim's line items exceed 100% of the budgeted amount in the commitment on all of your company's Procore projects. See Set the Defaults for Your Projects. When ON, users can't change the 'Allow Subcontractors to Over-Bill' setting on a project.
    • To prevent over-billing. Move the toggle to the left to turn the option OFF. This prevents users from saving a progress claim if any of the progress claim's line items exceed 100% of the budgeted amount in the commitment on this Procore project.
      OR
    • To allow over-billing. Move the toggle to the right to turn the feature ON. This is the default setting. This setting prevents users from saving a progress claim if any of the progress claim's line items exceed 100% of the budgeted amount in the commitment on all of your company's Procore projects.
  4. Click Update.

Beta Subcontractor Workflow Settings

These settings are only available if your company enables the Workflows tool and assigns a workflow template to the project. See Assign a Custom Workflow Template to a Project. See Configure a Custom Workflow Template for Subcontractor Progress Claims on a Project.

Beta  Owner Invoicing Workflow Settings

These settings are only available if your company enables the Workflows tool and assigns a workflow template to the project. See Assign a Custom Workflow Template to a Project. See Best Practices for Creating an Owner Progress Claim Workflow (Beta).