The Invoices view and the Invoices data source in reports include three fields that show how each invoice was delivered and whether the e-invoicing and fiscalization processes completed successfully:
Delivery Method
E-invoice Status
Fiscalization Status
📌 To add these as columns in the Invoices view or your report, click Fields and enable the ones you need.
Delivery Method
Delivery Method shows how an invoice was sent. Possible values:
E-invoice: [type]: sent through an e-invoicing network. The type reflects the specific standard used, such as PEPPOL or MER, depending on your country and setup.
Email: the invoice was sent by email directly from Productive.
Other: the invoice was sent through an accounting integration (such as QuickBooks Online or Xero), or manually marked as sent using the Mark as Sent button.
📌 An invoice can be sent both via an e-invoicing network and by email. When that happens, Delivery Method follows this order of priority:
E-invoice: if the invoice was sent via an e-invoicing network, that network is shown (e.g. Peppol, MER).
Email: if no e-invoice was sent, but the invoice was emailed.
Other: if the invoice was marked as sent manually or through an accounting integration.
If none of the above apply, the column is empty.
E-Invoice Status
E-invoice status reflects whether the invoice was successfully submitted to the e-invoicing network. This applies to invoices sent via a supported network.
Pending: the invoice has been submitted and is awaiting confirmation from the network.
Successful: the network confirmed the invoice was received and accepted.
Failed: the submission was rejected or an error occurred. Check the invoice for more details, or resend it.
📌 Not all invoices will have an E-invoice Status. Invoices delivered by email or marked as Other won't show an E-invoice Status, but may still have a Fiscalization Status if fiscalization is required in your country.
Fiscalization Status
Fiscalization Status shows the result of the fiscalization process, where applicable, for example, Croatia with MER.
Pending: fiscalization has been initiated but not yet confirmed.
Successful: the invoice was successfully fiscalized.
Failed: fiscalization failed. Review the invoice and resubmit.
Filtering by Status
You can combine these fields as filters to find exactly the invoices you need. For example:
Filter by Delivery Method = E-invoice: PEPPOL and E-invoice Status = Failed to see all PEPPOL invoices that need to be resent.
Filter by Fiscalization Status = Pending to check which invoices are still awaiting fiscalization confirmation.
