Skip to main content
Procore Support (en-au)

Edit a Billing Period For Progress Claims

Objective

To edit a billing period's start date, end date, due date and/or current status. 

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 progress claim. Creating a billing period is a required step.  It defines the opening date, closing date and due date for the progress claim. 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 progress claims and your billing periods are not on a consistent schedule. To learn how, 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 how, 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:
    • Admin' on the project's Commitments tool.
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Prime Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an invoice contact for a subcontracting company that is performing work for a general contractor managing your contract in Procore), your ability to perform invoice-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Prime Contracts tool.
        • Your membership on the 'Private' list of a specific prime contract, purchase order, or subcontract.
        • Your designation as an 'Invoice Contact' on a prime contract, purchase order, or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Prerequisites:
  • Additional Information:
    • You can only have one (1) billing period with a status of 'Open' at a time. 
    • You cannot create two billing periods with identical date ranges.
    • In order to create an progress claim, the progress claim must correspond to the billing period in the 'Open' status.

Steps

  1. Navigate to the project's Invoicing 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 commitment's 'Progress Claim Contact' must submit their progress claim to the contractor.  See Add Progress Claim Contacts to a Commitment
       Note
      • To create a new subcontractor progress claim after the 'Due Date' passes, your Procore user account must be granted 'Admin' permissions on the Commitments tool. 
      • After the due date passes, an Progress Claim Contact with can no longer create a new subcontractor progress claim. However, you may edit an existing subcontractor progress claim and submit that progress claim for payment if the progress claim is in the 'Draft' or 'Revise & Resubmit' status. For details, see Create and Submit an Progress Claim as a Subcontractor.
  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. 

    billing-periods-edit.png
Tip

After you modify a billing period,  you then have two options for creating a subcontractor progress claim:

  • Create an Progress Claim on Behalf of a Subcontractor
    Choose this method when your subcontractors are NOT being granted access permission to create their own subcontractor progress claims.  See Create an Progress Claim on Behalf of a Subcontractor.
  • Create and Submit an Progress Claim as a Subcontractor
    Choose this method when your subcontractors have been granted access to create subcontractor progress claims in Procore. See Create and Submit an Progress Claim as a Subcontractor. Keep in mind that if you choose this option, Procore does not automatically notify your subcontractors when it is time to submit an progress claim. Instead, Procore provides you with the option to send invitations if you want to send the subcontractor a notification a reminder that is is time to submit an progress claim. This option helps to ensure that progress claims are submitted on time. To learn how to send one of these invites, see Send Subcontractor Progress Claim Invitations.
  • Was this article helpful?