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Procore

Edit Billing Periods

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Speciality 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 main 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. 

      Main Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Speciality Contractors

      English (Speciality Contractor Terminology)
      Payment Applications Payment Applications Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client MC/Client
      Main Contract Variation Funding Variation Client Contract Variation
      Main Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Bill of Quantities (SBOQ) Contractor Bill of Quantities (CBOQ) Subcontractor Bill of Quantities (SBOQ)

Objective

To edit a billing period as an payment application administrator. 

Background

Only a payment application administrator can edit billing periods. Only one billing period can be Open in Procore at any given time.

 Caution
Thinking about deleting a billing period? For successful payment application backups, keep all previously issued billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to a payment application. See Compile Payment application Backups.

Things to Consider

  • Required User Permissions
  • Additional Information:
    • Only one (1) billing period can be Open in Procore at any given time. 
    • Every billing period you create must have a unique date range. Duplicate billing periods are not permitted. 
    • The billing period on a new payment application always corresponds to the dates on the Open billing period.
    • For successful payment application backups, keep all previously issued billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to a payment application. See Compile Subcontractor Payment application Backups with the Payment Applications Tool.

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Billing Periods tab.
    The table contains all previously created billing periods. 
  3. Locate the billing period to edit.
  4. Click each field for that period to edit the entry:
    • From. Select a start date using the calendar. 
    • To. Select an end date using the calendar. 
    • Due Date. Select the due date using the calendar. 
       Notes
    • Status. Choose Open or Closed from the drop-down list. Procore only allows one (1) Open period at any given time. 
  5. Click an area outside each field to save your changes.
     Caution
    Thinking about deleting a billing period?  For successful payment application backups, keep all previously issued billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to a payment application. See Compile Payment application Backups.