An advance payment invoice bills a client before the work is done, for example a deposit before a project starts. Productive has no separate advance payment feature: you create a regular invoice with a line item for the advance.
Create the Advance Payment Invoice
Create an invoice draft for the budget as usual.
đ See Creating and Managing Invoice Drafts for each step.
Remove any line items that arenât part of the advance. Then add a blank line item, name it Advance payment, and enter the amount youâre asking for.
Invoice the Rest Later
Next time you invoice the budget, choose the Remaining amount invoicing method. It takes the advance youâve already invoiced into account, so you only bill whatâs left.
Group the line items By Budget when you invoice the rest. Line items you added by hand, like the advance payment, canât be matched to specific services, so grouping by service adds a separate adjustment line instead.
đ Learn more in Understanding Invoicing Methods and Creating Partial Invoices.