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Procore

Configure Billing Groups: Prime Contract (Beta)

icon_beta.png  The following document describes functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information.

Objective

To set up custom billing groups for payment applications. You can then group by your custom billing group on the payment application's Configurable PDF. 

Things to Consider

  • Required User Permission: 'Admin' on the project's Prime Contract tool. 

Steps

  1. Navigate to the project's Prime Contract
  2. Click the Configure Settings icon.
  3. Click Billing Groups Configuration in the right pane.
  4. To add a new billing group, click + Add Billing Group.
  5. To add a bill code under that billing group, click + Add Bill Code
  6. To save your changes, press Enter on your keyboard or click out of the text field. 

 

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