Create Automatic Billing Periods in the Progress Billings Tool
Objective
Background
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
Note
- Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
- If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform progress claim-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
- A Procore User account.
- Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
- Membership on the 'Private' list of a specific contract or funding
- Designated as an 'Invoice Contact' on the contract or funding.
- 'Admin' level permissions on the project's Commitments tool.
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- You can only create billing periods in the project's Invoicing tool. You cannot create billing periods at the company level.
- You can only have one (1) billing period in the 'Open' status at a time.
- When you create a new billing period, Procore automatically sets its status to 'Open.' The previous billing period's status is automatically set to 'Closed.'
- For projects using the Direct Costs tool, a billing period also determines which direct costs to include on an progress claim.
- To successfully Compile Progress Billing Backups, the billing period(s) that correspond to the selected progress billings must exist. To learn more, see Create Automatic Billing Periods and Create Manual Billing Periods.