Progress Billings

Progress Billings

Job Role	None	Read Only	Standard	Admin
Add Invoice Contacts to a Purchase Order or Subcontract from the Progress Billings Tool				1
Add a New Payment to the Payments Issued Tab of the Progress Billings Tool				1
Bulk Edit the Status of Subcontractor Invoices in the Progress Billings Tool				1
Bulk Send Subcontractor Invoices to DocuSign® from the Progress Billings Tool				1
Compile Invoice Backups in the Progress Billings Tool				1
Configure Settings: Progress Billings				1
Create Automatic Billing Periods in the Progress Billings Tool				1
Create Manual Billing Periods in the Progress Billings Tool				1
Create a Payment Received for a GC/Client Invoice with the Progress Billings Tool				1
Create a Payment Schedule from the Progress Billings Tool				1
Delete a Subcontractor Invoice from the Progress Billings Tool				1
Edit a Billing Period with the Progress Billings Tool				1
Edit a Configurable PDF of a GC/Client Invoice in the Progress Billings Tool				1
Email a GC/Client Invoice from the Progress Billings Tool				1
Enable the Payments Issued Tab on a Commitment from the Progress Billings Tool				1
Export a Subcontractor Invoice from the Progress Billings Tool				1
Export the Subcontractor Invoicing Page from the Progress Billings Tool				1
Forward a Subcontractor Invoice by Email from the Progress Billings Tool				1
Update a Subcontractor SOV as an Invoice Administrator from the Progress Billings Tool			2	1
Preview a Subcontractor Invoice from the Progress Billings Tool
Revise & Resubmit an Invoice as an Invoice Contact in the Progress Billings Tool			2	1
Search, Filter, and Group Invoices in the Progress Billings Tool				1
Send an 'Invite to Bill' to an Invoice Contact from the Progress Billings Tool				1
Set Retainage on a Subcontractor Invoice as an Invoice Administrator in the Progress Billings Tool				1
Set or Release Retainage for All Line Items on a GC/Client Invoice from the Progress Billings Tool				1
Update a Subcontractor Schedule of Values as an Invoice Administrator from the Progress Billings Tool				1
Update a Subcontractor Schedule of Values as an Invoice Contact from the Progress Billings Tool		2	2	1
Update and Set Up DocuSign® on a GC/Client Invoice with the Progress Billings Tool				1

¹ To perform this task from the project's Progress Billings tool, users must be granted 'Admin' level permissions on the project's Commitments tool.   

² To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list. 

Client Contracts

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Create a Configurable PDF of a GC/Client Invoice in the Client Contracts Tool
Create a GC/Client Invoice for a Client Contract
Create a Payment Received for a GC/Client Invoice with the Client Contracts Tool
Edit a Configurable PDF of a GC/Client Invoice in the Client Contracts Tool
Email a GC/Client Invoice from the Client Contracts Tool
Export a Configurable PDF of a GC/Client Invoice from the Client Contracts Tool
Export a GC/Client Invoice from the Client Contracts Tool
Set or Release Retainage on a GC/Client Invoice from the Client Contracts Tool

Commitments

The following table highlights which user permissions are required to perform the described user action with the Progress Billings tool.

Task	None	Read Only	Standard	Admin
Accept or Decline an 'Invite to Bill' as an Invoice Contact		4
Add Invoice Contacts to a Purchase Order or Subcontract
Add a Subcontractor SOV to a Commitment
Create a Payment Issued
Create an Invoice on Behalf of an Invoice Contact			1
Create a Subcontractor Invoice for Release of Retainage			3
Create Invoice Contacts
Create a Payment Received for a Prime Contract
Delete a Subcontractor Invoice from the Commitments Tool
Enable or Disable a Subcontractor SOV Tab on a Commitment
Enable the Payments Issued Tab on a Commitment
Forward a Subcontractor Invoice by Email			2
Review a Subcontractor Invoice as an Admin
Review Invoice Line Items as an Invoice Contact			2
Revise & Resubmit an Invoice as an Invoice Contact			4
Send an 'Invite to Bill' to an Invoice Contact
Set or Release Retainage on a Subcontractor Invoice			3
Submit a New Invoice as an Invoice Contact		1	1
Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool		5	5

¹ To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Invoice Contact on the commitment. See Add Invoice Contacts to a Commitment. 

² To perform this task, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment. 

³ To perform this task and to release retainage during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment. To set retainage, you must be a user with 'Admin' level permissions on the Commitments tool.  

⁴ To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract.

⁵ To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list. 

Change Order Titles Now Display on Owner Invoice PDFs (07/25/2024)

Now, when you export owner invoice PDFs, you will see the complete titles of your change orders, not just the numbers, bringing clarity and ease to your invoicing process. Before exporting, simply apply the Prime Contract Change Order, Potential Change Order, or Change Order Request options to the Schedule of Values using the 'Select Groups to Display' menu for both the 'Industry Standard' and 'Custom Configuration' column views. To learn more, see Export Owner Invoices.

Improved Subtotals Display on Owner Invoice PDFs (07/22/2024)

To enhance the consistency and clarity of continuation sheets on exported owner invoice PDFs, Procore updated group subtotals to appear at the bottom of each group, instead of at the top within the row group heading. Additionally, any extra groupings were also displayed at the bottom, aligning with industry expectations for a cleaner, more organized presentation. To learn how to export an owner invoice, see Export Owner Invoices.

Beta  Prefill Owner Invoice Retainage Amounts on Owner Invoices (07/16/2024)

For users participating in the Owner Invoice Beta program, you can now automatically populate retainage amounts from subcontractor invoices. The owner invoice prefill feature reduces manual entry and ensures accurate entry of held and released retainage amounts. To learn more, see How does Procore automatically complete amounts on an owner invoice? (Beta) and Create Owner Invoices (Beta).

Updated Export > PDF with Attachments Option for Subcontractor Invoices (05/24/2024)

Procore has updated the Export > PDF with Attachments menu option to download the compiled PDF file with attachments directly to your computer. Before the update, Procore send the PDF to you by email when the invoice and attachments were ready. To learn more, see Export a Subcontractor Invoice.

IMPROVED ROW GROUPS ON OWNER INVOICE SCHEDULE OF VALUES (05/24/2024)

When you create a new owner invoice, the row groups on the new invoice's Schedule of Values now mirror the user's most recent groupings from the previous invoice. This consistency makes data entry easier, especially when users create new invoices for progress payments. To learn how to create an invoice, see Create Owner Invoices. 

Customize OWNER INVOICE NUMBERING System ON MODERNIZED EXPERIENCE (05/20/2024)

For users on the modernized owner invoice experience, Procore has updated its invoice numbering system. Users can now create a customized numbering scheme that automatically increments to the next number in the sequence when creating future invoices. To learn more, see Can I customize the numbering system for financial objects in Procore?

Budget Changes on Owner Invoicing (05/13/2024)

Budget Changes is now available on owner invoicing. The highly-anticipated feature allows clients to directly include approved budget changes in owner invoices, improving transparency with the use of contingency funds. Users can simplify their billing process and reduce the need for separate Prime Contract Change Orders. This feature is only available for clients that are opted into the Modernized Owner Invoice Experience, and are migrated to the new Budget Changes tool. To learn more, see About Budget Changes on Owner Invoices.

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates. 

Owner Invoices added to Workflows Open Beta (03/13/2024)

Owner Invoices has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Invoice Workflow.

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETAINAGE IS RELEASED (04/24/2023)

Subcontractor invoices have a new warning banner that will appear when retainage is released. The banner will appear from the Schedule of Values (SOV) card once retainage amount is entered and released. See Set or Release Retainage on a Subcontractor Invoice.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Invoice Experience Date (01/26/2023) 

The option to switch between the beta and legacy subcontractor invoice experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.