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How to Create an Invoice

Create invoices from projects, budgets, Financials, or Quick Add. Explore various invoicing methods to suit your needs.

Updated this week

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.

​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

  1. Navigate to Financials > Invoices.

  2. Click on + Invoice.

  3. 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

  1. Click the "+" icon from anywhere in the app to access the Quick Add menu.

  2. Select Invoice.

  3. 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

  1. Open a project and go to the Invoices tab.

  2. Click + Invoice.

  3. Select the budget(s) you want to invoice.

Tip: This method allows you to invoice multiple budgets within the same project.

4) From a Budget

  1. Open the budget you want to invoice.

  2. 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.

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