Every client company in Productive is assigned a unique company code, primarily used for invoice numbering and identification.
When a company is first created, the code is generated from the first four letters of the company name.
The company code can be changed at any time by editing the company’s details.
📌 If another company already uses the same starting letters, a number will be appended to differentiate the codes.
Example: If there is already a company called Digital Solutions with the code DIGI, a new company named Digital Experts will receive the code DIGI1.
Internal Company Codes
Company codes are not limited to client companies. You can also use them for your internal numbering schemes.
The code for your own organization can be set and adjusted in Settings > General.
Editing a Client Company's Code
You can also adjust the details of any client companies saved in the app.
To do so, navigate to CRM > Companies and select the desired company. Adjust the company code in the Info tab.
Use Case: Incorporating Company Code in Invoicing Numbering
1) Adding the Company Code
We've designated "ACME1" as the company code for one of our clients, The Acme Client Company.
2) Customizing Invoicing Options
Heading to Settings > Invoicing > Invoicing Options, we integrated the {company_code} variable into our invoice numbering scheme for the subsidiary issuing the invoice to this client.
3) Invoice Identification
With this setup, all finalized invoices for The Acme Client Company will now feature their unique company code, helping with invoice tracking and identification.
📌 Tip: Use the quick-search function in the invoice screen to find invoices faster using the company code.
Further Reading
Company codes work the same way in numbering schemes for projects, tasks, budgets, deals, and purchase orders.
