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Procore (en-GB)

Edit a Billing Period For Invoicing

Objective

To edit a billing period

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 payment application. Creating a billing period is a required step.  It defines the opening date, closing date and the due date for the payment application. 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 payment applications and your billing periods are not on a consistent programme. 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

  • Required User Permissions:
    • Admin' level permissions on the project's Commitments tool.
  • Additional Information:
    • You can only have one (1) billing period with a status of 'Open' at a time. 
    • You cannot create two billing periods with identical date ranges.
    • In order to create a payment application, the payment application must correspond to the billing period in the 'Open' status.

Steps

  1. Navigate to the project's Payment Applications tool.
  2. Click the Billing Periods tab.
  3. 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 payment application contact must submit their payment application to the contractor.  See Add Payment Application Contacts to a Purchase Order or Subcontract.
       Note
      • To create a new subcontractor payment application after the 'Due Date' passes, your Procore user account must be granted 'Admin' permissions on the Commitments tool. 
      • After the due date passes, an Payment Application Contact can no longer create a new subcontractor payment application. However, you may edit an existing subcontractor payment application and submit that payment application for payment if the payment application is in the 'Draft' or 'Revise & Resubmit' status. For details, see Submit a New Payment Application as an Payment Application Contact.
  4. 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. 
  5. Click Done or click out of the field to save your changes. 

    billing-periods-edit.png
     Tip

    After creating a billing period, choose one of these options to create an payment application:

     

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.