Every invoice uses a template. The template decides how the invoice PDF looks and what the email to your client says.
When you create an invoice, Productive picks the template for you, so you don't have to choose one each time. You can still switch to another template on any invoice.
What an Invoice Template Controls
A document template sets:
The layout and design, through its document style
Which fields appear, such as totals, notes, and tax IDs
Your logo and branding
The subject and text of the email, filled in when you send the invoice
đ You can create templates for your whole organization or for one subsidiary.
How Productive Picks a Template
When you create an invoice, Productive checks these in order and uses the first one it finds:
The client company's default invoice template, set in CRM > Companies on the client's Info tab, in the Invoice template field
The subsidiary's default invoice template, set in Settings > Company info on the subsidiary, in the Default invoice template field
The first template in alphabetical order, if neither default is set
This way every invoice has a template, even if you never set a default.
Example: Your Acme client wants invoices in German. Create a German template and set it as Acme's default. Every new Acme invoice then uses it, while all other clients keep your subsidiary's default.
Set a Default Template
First, create or edit the template in Settings > Document templates. Then set it as a default in one or both places:
For one client: go to CRM > Companies, open the client and, on the Info tab, choose the template in Invoice template.
For a subsidiary: go to Settings > Company info, open the subsidiary, and choose the template in Default invoice template.
đ Learn more about subsidiary defaults in Managing Your Company and Subsidiary Billing Information.