Edit a Billing Period for Progress Billing
Objective
To edit a billing period with the Progress Billings tool.
Background
Before you or your subcontractors can begin creating subcontractor invoices in Procore and submitting them for payment, you must first create a billing period for the invoice. Creating a billing period is a required step. It defines the opening date, closing date, and the due date for the invoice. 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 invoices and your billing periods are not on a consistent schedule. 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
Prerequisites
Steps
- Navigate to the project's Progress Billings tool.
- Click the Billing Periods tab.
- 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 invoice contact must submit their invoice to the contractor. See Add Invoice Contacts to a Purchase Order or Subcontract.
Note
- To create a new subcontractor invoice after the 'Due Date' passes, your Procore user account must be granted 'Admin' permissions on the Commitments tool.
- After the due date passes, an Invoice Contact can no longer create a new subcontractor invoice. However, you may edit an existing subcontractor invoice and submit that invoice for payment if the invoice is in the 'Draft' or 'Revise & Resubmit' status. For details, see Submit a New Invoice as an Invoice Contact.
- 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. - Click Done or click out of the field to save your changes.