Progress Billings - Tutorials

Billing Periods

• Create Automatic Billing Periods in the Progress Billings Tool
• Create Manual Billing Periods in the Progress Billings Tool
• Edit a Billing Period with the Progress Billings Tool

Invoice Tasks

• Designate an Invoice Contact
  • Add Invoice Contacts to a Purchase Order or Subcontract from the Progress Billings Tool
• Subcontractor Invoices
  • Create a Subcontractor Invoice on Behalf of an Invoice Contact
  • Bulk Edit the Status of Subcontractor Invoices in the Progress Billings Tool
  • Forward a Subcontractor Invoice by Email from the Progress Billings Tool
  • Review a Subcontractor Invoice as an Admin
  • Send an 'Invite to Bill' to an Invoice Contact from the Progress Billings Tool 
• Retainage
  • Create a Subcontractor Invoice for the Release of Retainage
  • Set or Release Retainage on a Subcontractor Invoice from the Progress Billings Tool
• Subcontractor Schedule of Values
  • Enable or Disable a Subcontractor SOV Tab on a Commitment ^*
  • Enable or Disable the Subcontractor SOV Tab on the Commitments Tool ^*
  • Update a Subcontractor SOV as an Invoice Administrator from the Progress Billings Tool
  • Update a Subcontractor Schedule of Values as an Invoice Contact from the Progress Billings Tool
• Other Tasks
  • Compile Invoice Backups in the Progress Billings Tool
  • Delete a Subcontractor Invoice from the Progress Billings Tool
  • Export a Subcontractor Invoice from the Progress Billings Tool
  • Export the Subcontractor Invoicing Page from the Progress Billings Tool
  • Search, Filter, and Group Invoices in the Progress Billings Tool
  • View the Summary Preview for a Subcontractor Invoice
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of the Progress Billings Tool
  • Enable the Payments Issued Tab on a Commitment from the Progress Billings Tool
• Payment Schedule
  •   Create a Payment Schedule from the Progress Billings Tool

GC/Client Invoices

An asterisk (*) below indicates the task is performed in Procore's Client Contracts tool. See Client Contracts. 

• Create a Record for a Payment Received with the Progress Billings Tool
• Create a GC/Client Invoice for a Client Contract *
• Edit a Configurable PDF of a GC/Client Invoicin the Progress Billings Tool
• Email a GC/Client Invoice from the Progress Billings Tool
• Export a GC/Client Invoice from the Progress Billings Tool
• Set or Release Retainage for All Line Items on a GC/Client Invoice from the Progress Billings Tool