Configure Settings: Company Level Invoicing

An invoice administrator should configure the Company Level Invoicing tool settings before your team members create any invoices on a Procore project. The configuration settings for Company Invoicing have been updated with a modernized interface. This improvement enhances performance and streamlines the management of your global settings, making the process faster and more intuitive across your entire portfolio.

• Required User Permissions

• Ensure the Invoicing tool is active for your company account.

• To use custom fields on projects, the fields must be added to a configurable fieldset and then applied to one or more projects. See What are configurable fieldsets and which Procore tools support them?

1. Navigate to the Company level Admin tool.

2. Under Tool Settings, click Invoicing.

3. Click one of the following tabs to manage your settings:

   • Settings: Set your invoicing rules and defaults. For more information, see Automated Invoice Numbering

   • Field Sets: Manage how fields are grouped and displayed. For more information, see Create New Configurable Fieldsets.

   • Custom Fields: Create or edit your company's custom fields. For more information, see Create New Custom Fields.

4. Fill in the required fields as applicable.

5. Click Update to save your changes.

Note: Use the Field Sets tab to show your team only what they need for the billing process.