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.
To configure the Default Billing Period settings:
- 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](https://en-au.support.procore.com/@api/deki/files/35825/default-billing-period.png?revision=2)
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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'.
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.
- 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:
- Type a message for your progress claim contacts in the Invitation & Reminder Custom Message box.
- 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.
- Click Update.
Other
Use these settings to configure the system's behaviour for subcontractor progress claims:
To configure the Other settings:
- 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.
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.
- 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.
- 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.
- 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.
- Click Update.