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.
For more information on the different invoicing methods you can use, check out our Invoicing Methods article or jump straight to Creating and Managing Invoice Drafts.
Managing Invoicing Access
Invoicing permissions in Productive can be customized to match different roles within your organization.
While some team members can create draft invoices, others may have the ability to finalize and send them.
If you need additional invoicing access, an admin can adjust your permissions in 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, so the next step is to choose the budget(s) you want to use as the basis for the invoice.
This will take you to the next step: creating your invoice draft.