To create an invoice in Productive, ensure that Invoicing is enabled in your Settings. To do so:
Head over to Settings > Invoicing
And switch on the "Invoicing" toggle
Managing Invoicing Access
Admins and full-access Managers and Profitability Managers can manage all invoicing and payments by default.
Restricted Managers and Profitability Managers can only manage invoices for budgets they’re assigned to.
That said, invoicing permissions in Productive can be customized to match different roles within your organization:
While some team members might need to create draft invoices, others may need to finalize and send them to the client or your accounting tool.
If you need additional invoicing access, an admin can adjust the user permissions using the Permission Builder.
Check out the Custom Invoicing Permissions article for more info.
Creating Invoices
Invoices can be created from a project, a budget, the Financials > Invoices tab, or using the Quick Add option.
1) From the Financials Tab
Navigate to Financials > Invoices.
Click on + Invoice.
Select the client company and the budget(s) you want to invoice.
📌 Tip: Use filters to narrow your search and quickly find the relevant budgets.
2) Quick Add
Click the "+" icon from anywhere in the app to access the Quick Add menu.
Select Invoice.
Manually select the client company and the budget for the invoice.
📌 Tip: Pin the Invoice option in Quick Add for easier access in the future.
3) From a Project
Open a project and go to the Invoices tab.
Click + Invoice.
Select the budget(s) you want to invoice.
📌 Note: This method allows you to invoice multiple budgets within the same project.
4) From a Budget
Open the budget you want to invoice.
Use one of the following methods:
Click the "New invoice" hyperlink in the Invoicing section of the main budget overview.
Navigate to the budget's Invoicing tab and click + Invoice.
📌 Tip: Both methods allow you to create an invoice for multiple budgets if needed!
Selecting the Client and Budget
If you are creating the invoice from the Financials tab or through Quick Add, the next step is to select the client you are invoicing.
Creating the invoice from a budget or project will cover the previous step (client selection), so the next step is to choose the budget(s) you want to use as the basis for the invoice.
Once you select the budget(s) you are invoicing, select Create Draft in the upper right. Read more about invoice drafts here.
