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创建自动结算期

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. 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. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)
      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

目标

为项目的分包商发票创建自动结算期。

背景

A Billing Period defines the billing cycle used by a project's team and invoice contacts on Procore's invoices and progress billings. In addition to defining the frequency of the billing cycle (for example, monthly or weekly), a billing period also defines the billing cycle's start/end date and the due date for the invoice or progress billing. 

Examples

Common billing periods include:

  • Monthly
    Examples of common monthly billing periods are below:
    • Starts on the 1st day of a month and ends on the 30th of the same month.
    • Starts on the 15th of one month and ends on the 14th of the following month. 
  • Weekly 
    Examples of common weekly billing periods are below:
    • Starts on Sunday of this week and ends on Saturday of this week.

需要考虑的事项

  • Required User Permissions
    Additional Information: 
    • When you create a new billing period Procore automatically sets:
      • The new billing period's status to Open.
      • The previous billing period's status to Closed.
      • There can only be one (1) billing period in the Open status at any given time.
    • You can only create billing periods in the Project level Invoicing tool.
      • You cannot create or manage billing periods at the Company level.
    • These Invoice Management features rely on billing periods:

步骤

  1. 导航到项目的开发票工具。
  2. 可选：点击结算期标签页。
  3. 点击创建结算期按钮。
    start-new-billing-period.png
  4. 在“设置结算期”对话框中，点击自动。
  5. 在“自动”下，按如下方式配置结算期的设置：
    set-up-automatic-billing-period.png
    • 频率
      • 每月。选择此选项，然后选择希望结算期开始的日期。
      • 每周。选择此选项，然后选择希望结算期开始的日期。
      • 从不。选择此选项从不创建自动结算期。
         提示
        我什么时候会选择“从不”选项？如果你之前已将 Procore 配置为自动创建新的结算期，你可以稍后通过点击创建结算期并选择自动标签页中的“从不”选项来取消该过程，如上所述。这会覆盖该工具之前的计费周期创建设置并阻止 Procore 创建新的设置。
    • 开始日期。选择希望结算期在每个月的几号开始。
       注意
      • 要创建在选择的“开始日期”之后发生的自动结算期，必须使用开发票工具手动为项目创建第一个结算期。请参阅创建手动结算期。
      • 请记住，Procore 会在未来结算期的开始日期为其创建自动结算期。例如，如果想自动创建从每月第一天开始的结算期，Procore 会在每个月的第一天自动创建新的结算期。
    • 结束日期。选择希望结算期在每个月的几号结束。
    • 截止日期。选择希望发票在每个月的几号到期。
  6. 点击保存。

 

If you would like to learn more about Procore's invoice management software and how it can help your business, please visit our construction invoice management software product page icon-external-link.png.