Edit Billing Periods

Using Owner or Specialty Contractor Terminology?

Procore can be configured to use terminology specific to General Contractors, Owners, or Specialty Contractors. 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.

      Empreiteiros Gerais
      Inglês (Estados Unidos) - Padrão

      Proprietários
      Inglês (terminologia do proprietário V2)

      Empreiteiros especializados
      Inglês (Terminologia de empreiteiro especializado)

      Facturação

      Facturação

      Faturamento em Andamento

      Proprietário

      Financiamento

      Proprietário

      Proprietário/Cliente

      Proprietário/Cliente

      GC/Cliente

      Alteração contratual de contrato principal

      Alteração contratual de financiamento

      alteração contratual de contrato de cliente

      Contratos Principais

      Financiamento

      Contratos de Clientes

      Receita

      Financiamento

      Receita

      Subcontratar

      Contrato

      Subcontratar

      Subcontratado

      Contratante

      Subcontratado

      SSOV (Itens de contrato de subempreiteiro)

      Itens do contrato de empreiteiro (CSOV)

      SSOV (Itens de contrato de subempreiteiro)

      About These Dictionaries

      • Default Setting: The 'General Contractor' dictionary is enabled by default for all accounts.

      • Availability: These alternate dictionaries in italics are available in US English only.

      How to Switch Your Dictionary

      To change your company's terminology to the Owner or Specialty Contractor dictionary, contact your company's . They will work with your Procore Point of Contact to make the change.

Background

Only an invoice administrator can edit billing periods. Only one billing period can be Open in Procore at any given time.

 Caution

Thinking about deleting a billing period? For successful invoice backups, keep all previously invoiced billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to an invoice. See Compile Invoice Backups.

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 invoice always corresponds to the dates on the Open billing period.

    • For successful invoice backups, keep all previously invoiced billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to an invoice. See Compile Subcontractor Invoice Backups with the Invoicing Tool.

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.

  2. Click the Billing Periods tab.
    The table contains all previously created billing periods.

  3. Locate the billing period to edit.

  4. Click each field for that period to edit the entry:

    • From. Select a start date using the calendar.

    • To. Select an end date using the calendar.

    • Due Date. Select the due date using the calendar.

       Notes

    • Status. Choose Open or Closed from the drop-down list. Procore only allows one (1) Open period at any given time.

  5. Click an area outside each field to save your changes.

     Caution

    Thinking about deleting a billing period? For successful invoice backups, keep all previously invoiced billing periods in the 'Billing Periods' table in the Closed status. Never delete a billing period after it's linked to an invoice. See Compile Invoice Backups.

Next Step

See Also

Loading related articles...