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Procore

Edit Billing Periods

 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 general 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. 

      General 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 edit a billing period as an progress claim administrator

Background

Only a progress claim 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 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
  • 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 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 Subcontractor Progress Claim Backups with the Invoicing Tool.

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Billing Periods tab.
    The table contains all previously created billing periods. 
  3. Locate the billing period to edit.
  4. 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
    • Status. Choose Open or Closed from the drop-down list. Procore only allows one (1) Open period at any given time. 
  5. 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.