Progress Billings
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Limited Release
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.With Procore's Progress Billings tool, your company can simplify the progress billings collection, review, and approval process on all of your construction projects. Progress Billings that once took days to complete, can now be processed in a few minutes using Procore's paperless progress billings management features. The Progress Billings tool is designed specifically for Procore users with 'Admin' permission on the Commitments and/or Client Contracts tool.
- Generate accurate progress billings for owner and subcontractor contracts
- Streamline the collection, review, and approval process with billing stakeholders
- Increase confidence that progress billings amounts match work completed to reduce rework and prevent overbilling
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Note
If your company is in the United States and your Procore Administrator has enabled the General Contractors English (United States) dictionary in your environment, GC/Client invoices are called Owner Invoices. If you have the Owners English (Owner Terminology V2) dictionary, they are called Funding Invoices.
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Set Up Progress Billings - Specialty Contractor
Create Client Progress Billings - Specialty Contractor
Create Subcontractor Progress Billings on Behalf of a Subcontractor - Specialty Contractor
Send Subcontractor Progress Billings Invitations - Specialty Contractor
Review Progress Billings - Specialty Contractor
OUTDATED VIDEOS - Removed from Support Site and Certifications
Specialty Contractor as Client - Set Up Progress Billings
Specialty Contractor as Client - Create Client Progress Billings
Specialty Contractor as Client - Create Subcontractor Progress Billings on Behalf of a Subcontractor
Specialty Contractor as Client - Review Progress Billings
Specialty Contractor as Client - Send Subcontractor Progress Billings Invitations
- Does an invoice contact need an 'Invite to Bill' to submit an invoice?
- How do I create a billing period for an invoice?
- How do I submit a Subcontractor Schedule of Values for a Procore commitment?
- How does Procore automatically complete amounts on an upstream invoice?
- What are Procore's default cost codes?
- What are custom fields and which Procore tools support them?
- What are custom workflows and which Procore tools support them?
- What are joint payments and joint checks?
- What are the default statuses for Procore invoices?
- What are the default statuses for sub-tier lien waivers in Procore Pay?
- What are the different types of invoices in Procore?
- What are the two 'Billing Type' options in Procore Pay invoices?
- What do we need to consider before allowing downstream collaborators to submit invoices in Procore?
- What is a Subcontractor Schedule of Values?
- What is a budget code in Procore's WBS?
- What is a lien waiver?
- What is a manual hold on a subcontractor invoice?
- What is a split payment?
- What is a sub-tier subcontractor?
- What is an downstream collaborator?
- What is an invoice administrator?
- What is an invoice contact?
- What is an upstream collaborator?
- What is sliding scale retention?
- What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
- When does Procore send email notifications to invoice contacts?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore project tools support the DocuSign® integration?
- Which fields in the Invoicing or Progress Billings tools can be configured as required, optional, or hidden?
- Which setting do I enable in QuickBooks® to export invoices with the ERP Integrations tool?
- Which units of measure are included on Procore's master list?
- Who has the authority to sign a lien waiver in Procore Pay?
- Why are my change order line items duplicated on my subcontractor invoice?
- Why isn't the 'Job to Date Costs' column in the budget matching our subcontractor invoice amounts?
Subcontractor Invoices
Progress Billings
User access to the Progress Billings tool depends on the user's access permission to the contract in the Client Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Progress Billings tool.
Progress Billings
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.
Commitments
The following table highlights which user permissions are required to perform the described user action with the Progress Billings tool.
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.
Below are the notable changes to the project's Invoicing tool (also known as the Progress Billings tool in some accounts).
Recent Changes
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.