Connect Productive to Fortnox to send your invoices and credit notes from Productive to Fortnox, without retyping them.
You can also turn on payments sync. When you mark an invoice as paid in Fortnox, it’s marked as paid in Productive too, including partial payments and payments in installments.
The Fortnox integration is available on the Professional and Ultimate subscription plans.
Connect Fortnox
Go to Settings > App marketplace, find Fortnox, click Connect app, and sign in to Fortnox.
Each subsidiary needs its own Fortnox account. Connecting a Fortnox account that another subsidiary already uses removes that subsidiary’s connection.
Set Up the Integration
Once you’ve signed in to Fortnox, choose:
Invoice numbers: whether Fortnox or Productive creates them. If Productive does, your numbering has to match Fortnox’s, or Fortnox rejects the invoice.
Invoice PDFs: whether Fortnox or Productive creates them.
Payments sync: whether payments recorded in Fortnox sync to Productive.
📌 Payments only sync one way: from Fortnox to Productive.
Map Service Types
Optionally, tick Map service types to Fortnox account to link each service type in Productive to an account in Fortnox. Service types you don’t map use the default Fortnox account.
You can also tick Map service types to Fortnox article. In Fortnox, every line item has an article, the same way it has an account.
To fill in Fortnox’s Your reference field, choose the invoice custom field it should come from.
Send an Invoice to Fortnox
Open the invoice and click Copy to Fortnox.
Fortnox uses Swedish krona (SEK) by default. Set SEK as the default currency of the client in CRM > Companies and of the budget you’re invoicing. To invoice in other currencies, set them up in Fortnox first.
Productive matches the invoice to the right customer in Fortnox and creates the customer if it doesn’t exist. You can also choose another Fortnox customer.
Click Copy and Finalize to send it. A finalized invoice shows Copy instead.
Send an Invoice Again
To send changes, or a new copy of an invoice you already sent, open the invoice and hover over Invoice copied:
Update existing changes the invoice you last sent to Fortnox. If you sent it more than once, only the latest copy is updated.
Create new creates another invoice in Fortnox.
Credit Notes
You can send a credit note to Fortnox only if the invoice it credits is already there. A credit note is sent for the full invoice amount. To credit less, change the amount in Fortnox after sending it.
Open the invoice menu in the upper-right corner and select Create credit note.
Select Copy to Fortnox.
Choose the customer, and copy and finalize the credit note.
To send changes later, hover over Credit note copied and choose to update the credit note or create a new one.
Turn On Payments Sync Later
If you didn’t turn on payments sync when you set up the integration, go to Settings > App marketplace > Fortnox, click the pencil icon, and turn on Synchronize payments from Fortnox to Productive.
When an invoice is marked as paid in Fortnox, it’s marked as paid in Productive too, and payments you edit in Fortnox are updated in Productive. Payments sync every hour. It doesn’t work the other way: an invoice you mark as paid in Productive stays unpaid in Fortnox.
📌 Expenses from Productive don’t sync to Fortnox.
Disconnect Fortnox
Go to Settings > App marketplace > Fortnox and click the bin icon.
