If you offer different services to your clients, organizing these services into separate budgets can help you manage work in phases, by service type, and more.
However, it's often more efficient to consolidate everything into a single invoice when it comes to invoicing.
In Productive, you can easily create a unique invoice that combines different projects and budgets, provided they belong to the same client.
How to Create a Combined Invoice
1) Navigate to Invoices
Go to Financials > Invoices and click on the "+ Invoice" button to start a new invoice.
2) Select the Client
Enter the name of the client for whom you're creating the invoice.
A new window will display all available budgets for that client under the projects.
3) Select Applicable Budgets
Choose all the relevant budgets you wish to include in the invoice and select "Next step".
Keep in mind that you can only invoice budgets that are in the same currency.
4) Choose Invoicing Method
Before creating your invoice draft, select your preferred invoicing method, subsidiary, tax rate and the document template for the PDF and invoice email.
After adjusting everything, you can save your invoice draft by selecting Create draft.
5) Finalize the Invoice
You’ll be directed to a detailed view of the draft invoice, where you can review all the invoice details, including the PO number, invoice dates and subject, custom fields, and billing information (bill to/from details).
At the bottom of the screen, you’ll also see the budgets linked to the invoice and the corresponding amounts from each budget.
Click "Finalize invoice" once you've adjusted everything.
The invoice (finalized and draft) will be visible in the Invoices tab in all linked budgets.
Linking Multiple Budgets from Within an Invoice
You can also link additional budgets directly from an existing invoice (finalized or draft):
In your invoice, scroll to the Liked Budgets section and click + Link budget.
Select any open or delivered budgets you have for the client in the same currency. You can filter and see open budgets, delivered ones, or both. Budgets are grouped by project to help you navigate more easily.
Decide whether to include the selected budget’s services and expenses as line items in the invoice, or to only to link the budget to the invoice.
Click Save changes to apply your selection.
