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
indicates the field can be configured to this setting. - A RED 'x'
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 tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
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 | |
|
|
| Billing Date | |
|
|
| Billing Period | |
|
|
| Invoice # 1 | |
|
|
| Overall Comments | |
|
|
| Payment Date | |
|
|
| Period End | |
|
|
| Period Start | |
|
|
| Status | |
|
|
| Submitted Date | |
|
|
1 If your company has implemented the Procore for Specialty Contractors point-of-view dictionary, the 'Invoice #' field is labeled 'Progress Billing #'. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?