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Procore

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:
  • 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

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.