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Procore

Which fields in the Invoicing or Progress Billings tools can be configured as required, optional, or hidden?

Background

Certain fields in the Invoicing (or Progress Billings 1) tool can be configured as required, optional, or hidden. For example, if you want to make a field required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. See Create New Configurable Fieldsets.

In the table below:

  • A GREEN checkmark green-check.png indicates the field can be configured to this setting. 
  • A RED 'x' red-x.png indicates the field cannot be configured to this setting. 
  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

1 The Progress Billings tool is only available to Procore users in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?

Answer

The table below details the settings that are supported by the configurable fieldsets function in the project's Invoicing (or Progress Billings) tool.

Field Name Required Optional Hidden
Attachments green-check.png green-check.png green-check.png
Billing Date green-check.png green-check.png green-check.png
Billing Period green-check.png red-x.png red-x.png
Invoice # 1 green-check.png green-check.png green-check.png
Overall Comments red-x.png green-check.png green-check.png
Payment Date red-x.png green-check.png green-check.png
Period End green-check.png green-check.png green-check.png
Period Start green-check.png green-check.png green-check.png
Status green-check.png red-x.png red-x.png
Submitted Date red-x.png green-check.png green-check.png

1 If your company has implemented the Procore for Specialty Contractors point-of-view dictionary, the 'Invoice #' field is labeled 'Progress Billing #'. See What dictionaries and languages are available in the Procore web application?

 

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.