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BILLINGS PRO USER GUIDE PDF
BILLINGS PRO USER GUIDE UPDATE
BILLINGS PRO USER GUIDE MANUAL
BILLINGS PRO USER GUIDE PLUS

For information about adding comments, see Review a Subcontractor Invoice as an Admin. This table includes comments on individual line items where there was a difference between the claimed and approved amounts.

Line-by-line claimed and approved amounts in the detail table.

BILLINGS PRO USER GUIDE PLUS

This amount reflects the 'Work Completed this Period' plus 'Materials Presently Stored' on the invoice's 'Detail' tab.

This amount reflects the 'Subcontractor Claimed this Period' column on the invoice's Detail tab. To create a payment schedule, See Create a Payment Schedule. See Review a Subcontractor Invoice as an Admin.

BILLINGS PRO USER GUIDE PDF

Note In Australia and New Zealand, enabling the 'Show Amounts Subcontractors Claim' setting will also let general contractors create a payment schedule PDF in response to the invoice. See Review a Subcontractor Invoice as an Admin. Toggle this option ON to automatically send a notification email to your invoice contact(s) when an invoice's status is changed to Approved or Approved as Noted by an invoice administrator. The default setting is OFF.

Optional: Notify Subcontractors when Invoices are Approved.

See Configure Advanced Settings: Commitments. Digest messages are sent to members of the 'Invoice Distribution' drop-down list, which is located in the Default Distributions section of the Configure Settings page in the Commitments tool. Invoices for the current billing period are included in this digest message when they are in the Draft, Under Review, or Revise and Resubmit status. Toggle this option ON and select Weekly from the Frequency drop-down list to send a weekly digest summary every Monday.

Optional: Send a Digest of Under Review Invoices.

After the 'Due Date' on an invoice passes, Procore automatically stops sending reminder messages. Then set the cadence of those emails by selecting Every Day, Every 2 Days, or Every 3 Days from the Frequency drop-down list. Toggle this option ON to send an automatic reminder email to your invoice contacts.

Optional: Remind Subcontractors to Bill.

This text will be included in both the 'Invite to Bill' and automatic reminder emails that Procore sends to your invoice contacts. See Send an 'Invite to Bill' to an Invoice Contact.

Optional: Invitation & Reminder Custom Message.

BILLINGS PRO USER GUIDE UPDATE

Under the Emails section, set the optional default settings for the Progress Billings tool's email notification messages. Always click the Update button when you are ready for your changes to go into effect.

The default date is the 25th of the month'.

Automatically complete the 'Due Date' in an automatic billing period.

Users can change this date when creating a billing period.

BILLINGS PRO USER GUIDE MANUAL

Automatically complete the 'Due Date' in a manual billing period. See Create Manual Billing Periods.

Select the calendar date of the month to indicate the date the invoice should be submitted to the company paying for the work completed on the invoice. You can change this setting to any date that you want.

The default 'End Date' is the '31st of the month'.

Automatically complete the 'Start Date' when creating an automatic billing period.

Automatically complete the To' date in a manual billing period.

Select the calendar date of the month for the billing period to end. Procore's default 'Start Date' is the '1st of the month'.Automatically complete the 'Start Date' when Procore creates an automatic billing period.See Create Manual Billing Periods. Users can change this date when creating a billing period. Automatically complete the From' date when you create a manual billing period.Select the calendar date of the month for the billing period to begin. Under the Default Billing Period section, set the default date range and due date for Procore to use when automatically creating new billing periods. Always click the Update button when you are ready for your changes to go into effect.