About Progress Billings

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For Procore Customers in the United States

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 use the Progress Billings tool as a Specialty Contractor managing your project's progress billings in Procore

Background

In Procore's Progress Billings tool, speciality Contractors can manage two (2) types of progress billings on a construction project:

Downstream billings. In Procore, downstream billings bill against a project's subcontracts created in the Commitments tool. In Procore, term progress billings is synonymous with the term subcontractor payment applications, which are your payable payment applications.
Upstream billings. In Procore, upstream billings include MC/Client payment applications that bill against a project's client contracts created in the Client Contracts tool. In Procore, term MC/Client payment applications is synonymous with the term main contract payment applications, which are your receivable payment applications.

Using the Client Contracts, Commitments, and Progress Billings tools, your project team can incrementally collect, review, and approve progress billing for your project's billing periods and for the agreed-upon progress milestones in your contracts.

The first step of the progress billing process is to create your purchase orders and subcontracts and to designate a progress billing contact for the subcontractors and vendors who will be billing you for the work they perform. For customers using Procore's Progress Billings tool, the term payment application contact is synonymous with progress billing contact in Procore.

The next step is for the person (or people) responsible for managing your project's payment applications to set up a billing period. In this documentation, we refer to that person as the payment application administrator. A billing period allows you to organise your payment applications—monthly, weekly or a custom length.

For your project, you can choose to create the progress billings for your subcontractors and vendors or you have option to send your progress billing contacts an 'Invite to Bill'—which is a courtesy reminder to submit the billing by the due date. After the billings are submitted, you can generate your project's MC/Client payment applications based on your progress billings.

Workflow

Steps

Create Your Progress Billings in Procore
Optional: Export Your Progress Billings to an Integrated ERP System

Create Your Progress Billings in Procore

The steps in the progress billing workflow are designed for use by your team's payment application administrator(s). You also have the option to either create all of your project's progress billings on behalf of your payment application contacts or to invite your payment application contacts to submit their own payment applications:

Add at least one (1) progress billing contact to the purchase order or subcontract using one (1) of these tools:

Note
For customers using Procore's Progress Billings tool, the term payment application contact is synonymous with progress billing contact in Procore.
- Commitments. For instructions, see Add Payment application Contacts to a Purchase Order or Subcontract.
- Progress Billings. For instructions, see Add Payment application Contacts to a Purchase Order or Subcontract.
Create a billing period using the Progress Billings tool:
- Create Manual Billing Periods
- Create Automatic Billing Periods
Decide who can create payment applications for your Procore project. Users have these choices:
- Create a progress billing on behalf of an 'Invoice Contact'
  Choose this option if you do NOT want to provide your collaborators with access permission to your Procore project. This option requires you to enter the payment application information for your collaborators. See Create a Subcontractor Payment application on Behalf of a Payment Application Contact.
- Send an 'Invite to Bill' to a Payment Application Contact
  Choose this option if you want your collaborators to create their own progress billings. This option lets the designated 'Invoice Contact' on a commitment access the Create New Payment application form from an email invitation. For instructions, see Send an 'Invite to Bill' to a Payment Application Contact.
  - If you receive an invite to bill, you can accept or decline the invite. See Accept or Decline an 'Invite to Bill' as a Payment Application Contact.
    - If you accept the invite, you can then Submit a New Progress Billing as a Payment Application Contact.
    - If you decline the invite, you will not create a payment application for the billing period. See Accept or Decline an 'Invite to Bill' as a Payment Application Contact.
After the payment applications are created, a user with 'Admin' level permissions must review it. See Review a Progress Billing as an 'Admin.'
- If you are an 'Invoice Contact' who has also been granted 'Standard' permission on a project's Commitments tool, you can check the status of the line items on your payment application, see any comments left by the person who reviewed your payment application submission and adjust those line item amounts as needed to resubmit your payment application for another review. To learn more, see Revise & Resubmit a Progress Billing as a Payment Application Contact.

Optional: Export Your Progress Billings to an Integrated ERP System

If your company is using one of Procore's ERP Integrations and you want to sync the progress billings from your Procore project with an integrated ERP system, you first need to determine if progress billing exports are supported. The list below details the ERP Integrations that support progress billing exports.

ERP Integration Name	For instructions
Integration by Procore: Connects Procore to Viewpoint® Spectrum®	Progress billings cannot be synced at this time.
Integration by Ryvit: Connects Procore to Viewpoint® Vista™	Progress billings cannot be synced at this time.
Procore + Sage 100 Contractor®	Progress billings cannot be synced at this time.
Procore + Sage 300 CRE®	Export Subcontractor Payment applications from Procore to Sage 300 CRE®¹
Procore + QuickBooks® Desktop	Export Subcontractor Payment applications from Procore to QuickBooks® Desktop ¹

¹ For customers using Procore's Progress Billings tool, the term subcontractor payment application is synonymous with the term progress billing.