1. From Procore, select the project from the drop-down menu.
2. From Available Project Tools select Head Contract.
3. Click on View to open the head contract.
4. Click on Create Progress Claim.
5. Enter the billing date and click on Create to create the progress claim.
6. Select Detail then click on Edit.
7. Under ‘this period’ enter the claim amount for each line item. Click on save once finished.
8. Select Summary then click on Edit.
9. Change the status to Approved and click on Update.
10. From Xero, go to Business>Invoices to view the invoice under the drafts tab. The reference number should be the Xero invoice number by default.
11. Click to open the invoice. Click on Approve to approve the invoice.
12. To pay the invoice, enter the date paid, account to pay to, and enter a reference. Click on Add Payment.
13. From Procore, go to Payments Issued to view the payment. The payment will show the date paid as well as a green sync banner to also show it is synced with Xero.
