About Progress Billings

Objective

To use the Progress Billings tool as a Specialty Contractor managing your project's progress billings in Procore

Background

In Procore's Progress Billings tool, Specialty Contractors can manage two (2) types of progress billings on a construction project:

Using the Client Contracts, Commitments, and Progress Billings tools, your project team can incrementally collect, review, and approve progress billing for your project's billing periods and for the agreed-upon progress milestones in your contracts.

The first step of the progress billing process is to create your purchase orders and subcontracts, and to designate a progress billing contact for the subcontractors and vendors who will be billing you for the work they perform. For customers using Procore's Progress Billings tool, the term invoice contact is synonymous with progress billing contact in Procore.

The next step is for the person (or people) responsible for managing your project's invoices to set up a billing period. In this documentation, we refer to that person as the invoice administrator. A billing period allows you to organize your invoices—monthly, weekly, or a custom length. 

For your project, you can choose to create the progress billings for your subcontractors and vendors or you have option to send your progress billing contacts an 'Invite to Bill'—which is a courtesy reminder to submit the billing by the due date. After the billings are submitted, you can generate your project's GC/Client invoices based on your progress billings. 

Workflow

Steps

Create Your Progress Billings in Procore

The steps in the progress billing workflow are designed for use by your team's invoice administrator(s). You also have the option to either create all of your project's progress billings on behalf of your invoice contacts or to invite your invoice contacts to submit their own invoices:

  1. Add at least one (1) progress billing contact to the purchase order or subcontract using one (1) of these tools:
     Note
    For customers using Procore's Progress Billings tool, the term invoice contact is synonymous with progress billing contact in Procore.
  2. Create a billing period using the Progress Billings tool:
  3. Decide who can create invoices for your Procore project. Users have these choices:
  4. After the invoices are created, a user with 'Admin' level permissions must review it. See Review a Progress Billing as an 'Admin.'
    •  If you are an 'Invoice Contact' who has also been granted 'Standard' permission on a project's Commitments tool, you can check the status of the line items on your invoice, see any comments left by the person who reviewed your invoice submission and adjust those line item amounts as needed to resubmit your invoice for another review. To learn more, see Revise & Resubmit a Progress Billing as an Invoice Contact.

Optional: Export Your Progress Billings to an Integrated ERP System

If your company is using one of Procore's ERP Integrations and you want to sync the progress billings from your Procore project with an integrated ERP system, you first need to determine if progress billing exports are supported. The list below details the ERP Integrations that support progress billing exports. 

ERP Integration Name  For instructions
Integracja przez Procore: Connects Procore to Viewpoint® Spectrum® Progress billings cannot be synced at this time.
Integracja przez Ryvit: Connects Procore to Viewpoint® Vista™ Progress billings cannot be synced at this time.
Procore + Sage 100 Contractor® Progress billings cannot be synced at this time.
Procore + Sage 300 CRE® Export Subcontractor Invoices from Procore to Sage 300 CRE® 1
Procore + QuickBooks® Desktop Export Subcontractor Invoices from Procore to QuickBooks® Desktop 1

1 For customers using Procore's Progress Billings tool, the term subcontractor invoice is synonymous with the term progress billing. 

See Also