This integration enables you to send invoices from Productive to your Fortnox account.
To turn on the integration, go to Settings - App marketplace:
Under the list of available integrations, locate Fortnox,
and select Connect app:
Log into Fortnox with your account credentials and that's it - you have successfully created the Fortnox integration!
To finish setting it up, select who will be responsible for generating invoice numbers - Productive or Fortnox. If you choose Productive, note that the invoice numeration has to be in line with the Fortnox numeration. Otherwise, Fortnox will return an error when replicating the invoice to Fortnox.
Tick the second option if you also want to export the invoice PDF from Productive to Fortnox.
You can also map some or all Productive service types to Fortnox accounting codes. To do so, tick the "Map service types" box and link individual service types to accounting codes. This step is optional and the default Fortnox account will be used for all service types that are not mapped.
Next up, you can map Productive service types to Fortnox articles. In Fortnox, each line item has an article, the same as an account, and is mapped to a Productive service type.
Sending an invoice
To send an invoice from Productive to Fortnox, find an existing invoice or create a new one. Note that the default currency in Fortnox is the Swedish krona (SEK). If you want to send invoices with other currencies, you will first have to set them in Fortnox.
Click on the Copy to Fortnox option:
Productive will automatically connect the invoice to the appropriate customer in Fortnox. If such a customer is not found, a new customer will be created in Fortnox. Additionally, you can always choose to assign an invoice to any other customer in Fortnox.
Once you're ready, click on Copy and Finalize and the invoiced will be sent to Fortnox.
Disconnecting Fortnox from Productive
If you want to disconnect your Fortnox account, go to Settings > Organization Integrations. Find your Fortnox integration and click the "trash can" icon to disconnect Productive from Fortnox.
⚠️ When connecting multiple subsidiaries to Fortnox, you must use a different Fortnox account for each subsidiary. Using the same account a second time will delete the previous connection. ⚠️
Copying an invoice to Fortnox after it has already been copied
If you've already copied the invoice to Fortnox and wish to update it or create a new one, open that invoice and hover over the Invoiced copied option where you will be able to Update the existing invoice or Create a new one.
By selecting Update existing, the system will update the invoice that was previously copied to Fortnox. If the invoice was copied to Fortnox several times, only the last one that was copied will be updated.
Create new will create a new invoice in Fortnox (a duplicate if it had already been copied).
Credit note export
Exporting a credit note to Fortnox is also supported. However, there are a couple of rules when it comes to the credit note export to Fortnox
A credit note can only be issued in full. Exporting partial credit notes is not supported
A credit note can be exported to Fortnox only when the corresponding invoice has also been exported to Fortnox. If the invoice has not been exported to Fortnox, Productive will return an error and the credit note will not be exported.