Edit Billing Periods
Objective
To edit a billing period as a progress claim administrator.
Background
Only a progress claim administrator can edit billing periods. Only one billing period can be Open at a given time.
Caution
Thinking about deleting a billing period? For successful progress claim backups, keep all previously progress claimd billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to a progress claim. See Compile Progress Claim Backups.Things to Consider
- Required User Permissions:
- You must be an progress claim administrator.
- Additional Information:
- Only one (1) billing period can be Open 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 progress claim always corresponds to the dates on the Open billing period.
- For successful progress claim backups, keep all previously progress claimd billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to a progress claim. See Compile Progress Claim Backups.
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
- A progress claim contact must submit their progress claim before the 'Due Date' for the current, open billing period. After the 'Due Date', a progress claim administrator must Create a Progress Claim on Behalf of a Progress Claim 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 progress claim backups, keep all previously progress claimd billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to a progress claim. See Compile Progress Claim Backups.