If you've integrated your Productive account with Xero, QuickBooks, Exact, or E-conomic, you can enable the payment sync with Productive. In other words, when you mark an invoice as paid in any of those accounting tools, that status will reflect in Productive as well.
This also applies to partial payments or payments in tranches for Xero, QuickBooks, and Exact, but partial payments will not be recorded for E-conomic.
→ Any payment edits or deletions made in these accounting tools will also be mirrored in Productive. →
Note that the sync is 1-way (Xero, QuickBooks, Exact, E-conomic → Productive), meaning that if an invoice is marked as paid in Productive, this change will not be taken into account in Xero, QuickBooks, Exact, or E-conomic.
Payment Sync Setup: Using Xero as an Example
To activate the payment sync feature, follow these steps:
Navigate to Settings > App marketplace
Choose your accounting tool (in this case, Xero)
Click on the "Connect App" button
Log in to your Xero account
Grant permission to connect Productive to Xero
Set the Synchronize payments from Xero to Productive switch to "On"
Hit "Next" and your sync will be ready to go 🚀
Payment Sync Details
Here's what you need to know about the payment synchronization:
Payments are only visible for exported invoices (ones copied to the accounting tool you're using).
Payments recorded after setting up the sync will appear in Productive; those made before won't be visible.
The sync covers payments linked to invoices exported from Productive to your accounting tool, present on both platforms.
Payments for the invoices recorded in Xero will be reflected in Productive.
Note that the integration doesn't support syncing expenses generated in Productive with Xero, QuickBooks, Exact, E-conomic and vice versa!