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Edit a Billing Period for Progress Billing

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 Limited Release
flag-us.png The Progress Billings tool is only available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options. 

Objective

To edit a billing period with the Progress Billings tool.  

Background

Before you or your subcontractors can begin creating subcontractor progress claims in Procore and submitting them for payment,  you must first create a billing period for the progress claim. Creating a billing period is a required step.  It defines the opening date, closing date and the due date for the progress claim. You have these options to create billing periods in the project's Invoicing tool:

  • Manually. Choose this option when you need to create billing periods for your subcontractor progress claims and your billing periods are not on a consistent program. To learn more, see Create Manual Billing Periods.
  • Automatically. Use this method when your billing periods have a consistent start, end and due date. For example, weekly or monthly. To learn more, see Create Automatic Billing Periods.

 After creating a billing period, you can use the steps below to edit a billing period.  

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.

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the Billing Periods tab.
  3. Use the calendar controls to select dates for your billing period:
    • From. Indicates the start date for the billing period. 
    • To. Indicates the end date for the billing period. 
    • Due Date. Indicates the date by which the progress claim contact must submit their progress claim to the contractor.  See Add Progress Claim Contacts to a Purchase Order or Subcontract.
       Note
      • To create a new subcontractor progress claim after the 'Due Date' passes, your Procore user account must be granted 'Admin' permissions on the Commitments tool. 
      • After the due date passes, a Progress Claim Contact can no longer create a new subcontractor progress claim. However, you may edit an existing subcontractor progress claim and submit that progress claim for payment if the progress claim is in the 'Draft' or 'Revise & Resubmit' status. For details, see Submit a New Progress Claim as a Progress Claim Contact.
  4. Select Open or Closed from the Status list. 
    Note: Only one (1) billing period can be assigned the status of 'Open' at any given time. 
  5. Click Done or click out of the field to save your changes. 

     Tip

    What's the next step? After creating a billing period, users with the required user permissions can Create a Subcontractor Progress Claim.