Create Automatic Billing Periods in the Progress Billings Tool
Limited Release
The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options. Objective
Background
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
Note
- Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
- If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
- A Procore User account.
- Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
- Membership on the 'Private' list of a specific contract or funding
- Designated as an 'Invoice Contact' on the contract or funding.
- 'Admin' level permissions on the project's Commitments tool.
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- You can only create billing periods in the project's Invoicing tool. You cannot create billing periods at the company level.
- You can only have one (1) billing period in the 'Open' status at a time.
- When you create a new billing period, Procore automatically sets its status to 'Open.' The previous billing period's status is automatically set to 'Closed.'
- For projects using the Direct Costs tool, a billing period also determines which direct costs to include on an invoice.
- To successfully Compile Progress Billing Backups, the billing period(s) that correspond to the selected progress billings must exist. To learn more, see Create Automatic Billing Periods and Create Manual Billing Periods.