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Edit a Billing Period for Progress Billing

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 Limited Release
flag-us.png The Progress Billings tool is only available to Procore customers in the United States who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 

Objective

To edit a billing period with the Progress Billings tool.  

Background

Before you or your subcontractors can begin creating subcontractor payment applications 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 Payment applications 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
  • 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.

Steps

  1. Navigate to the project's Progress Billings 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, a 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 a 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. 

     Tip

    What's the next step? After creating a billing period, users with the required user permissions can Create a Subcontractor Payment application.