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Procore

Progress Billings

 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      
    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)

      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

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
 Note

flag-us.png 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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Progress Billings
 Tip

To browse and search all Procore training videos, visit our video library.

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

 

 

Subcontractor Invoices

diagram_progress-billings_subcontractor-invoices.png

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

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

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   icon-mindtouch-table-check.png 4    
Add Invoice Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add a Subcontractor SOV to a Commitment       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Create an Invoice on Behalf of an Invoice Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a Subcontractor Invoice for Release of Retainage     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Create Invoice Contacts       icon-mindtouch-table-check.png
Create a Payment Received for a Prime Contract       icon-mindtouch-table-check.png
Delete a Subcontractor Invoice from the Commitments Tool       icon-mindtouch-table-check.png
Enable or Disable a Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Forward a Subcontractor Invoice by Email     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Review a Subcontractor Invoice as an Admin       icon-mindtouch-table-check.png
Review Invoice Line Items as an Invoice Contact     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Revise & Resubmit an Invoice as an Invoice Contact     icon-mindtouch-table-check.png 4  
Send an 'Invite to Bill' to an Invoice Contact       icon-mindtouch-table-check.png
Set or Release Retainage on a Subcontractor Invoice     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Submit a New Invoice as an Invoice Contact   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png

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

Bill for Stored Materials on Unit Quantity Contracts (11/11/2024)

Procore is excited to announce the general availability of the Stored Materials on Unit Quantity Contract Invoices, allowing Procore Invoice Management users to bill for and track stored materials directly in Procore’s Unit/Quantity-based subcontractor and owner invoices. These capabilities enhance efficiency and help teams ensure accurate billing. To learn more, see About Stored Materials on Invoices.

Beta  Automated Movement of Stored Materials on Invoices (08/12/2024)

Procore implemented a configuration that, when enabled, automatically moves Stored Materials balances to the Work Completed from Previous Application column on the next invoice created. This configuration applied to both Owner and Subcontractor Invoices. To access the new stored materials functionality, teams must join the Closed Beta program for Automated Movement of Stored Materials. For information, contact your Procore point of contact. To learn more, see About Stored Materials.

Beta  Bill for stored materials on unit/quantity-based Contracts (08/15/2024)

Teams participating in the Owner Invoice and Subcontractor Invoice Beta programs can now bill for stored materials using the ‘Unit/Quantity-Based’ accounting method. Billing for stored materials on invoices helps contractors recover costs and ensures accurate documentation by differentiating between installed and stored materials. To access the new stored materials functionality, teams must join the Closed Beta program for Unit/Quantity-Based contracts for each invoice type. For information, contact your Procore point of contact. To learn how to use the functionality, see About Stored Materials on Invoices.

Include Procore Pay Lien Waivers in Subcontractor Invoice Backups (08/12/2024)

Procore has updated the Project level Invoicing tool for payors using Procore Pay. Now, when compiling a subcontractor invoice backup, the system includes any first- and sub-tier lien waivers in the downloadable PDF backup file. This enhancement streamlines documentation, providing comprehensive proof of payment and supporting documents need to efficiently resolve non-payment disputes. See Compile Subcontractor Invoice Backups with the Invoicing Tool

Improved File Names for Subcontractor Invoice Backup PDFs (08/12/2024)

Whenever a user compiles a subcontractor invoice backup, Procore sends the user an email when the file is ready to download. Before this update, Procore always named the backup file "subcontractor_invoice_backup.pdf". To improve clarity and ease of identification, Procore now automatically appends the project name, project number, date, and time of the compile in the file name. For an example, see Compile Subcontractor Invoice Backups with the Invoicing Tool

Improved Sorting in Subcontractor Invoice Backup PDFs (08/06/2024)

When compiling subcontractor invoice backups, Procore now sorts invoices by 'Contract #' in ascending order. It also applies a secondary sort by 'Invoice Position' number. This improves the clarity and organization of the invoices included in the downloadable backup file. To learn more, see Compile Subcontractor Invoice Backups with the Invoicing Tool

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 OrderPotential 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.

improved navigation for schedule of values (04/19/2024)

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.