This integration enables you to send invoices from Productive to your Fortnox account.
When you integrate your Productive account with Fortnox you can also enable the payments sync with Productive. In other words, when you mark an invoice as paid in Fortnox, that status will reflect in Productive as well.
This also applies to partial payments or payments in tranches.
Integrating your Fortnox account with Productive is available on the Professional and Ultimate subscription plans.
Linking Your Fortnox Account To Productive
To link your Productive account to Fortnox:
Log into Productive
Go to Settings > App Marketplace
Find Fortnox in the list and click Connect App
Log into Fortnox with your account credentials and that's it, you have successfully created the Fortnox integration!
Note: 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.
Setting Up The Integration
After completing the authentication process in Fortnox, you'll need to make several decisions:
1. Invoice Number Generation:
Determine whether Fortnox or Productive will be responsible for generating invoice numbers.
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.
2. Invoice PDF Generation:
Choose whether Fortnox or Productive should generate the PDFs for your invoices.
3. Payment Synchronization:
Decide whether payments should be synchronized. Please note that this synchronization is unidirectional, happening only from Fortnox to Productive, not the other way around.
Mapping Service Types
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.
You can also 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.
Copying Invoices To Fortnox
To send an invoice from Productive to Fortnox, find an existing invoice or create a new one and click on the "Copy to Fortnox" option.
Note that the default currency in Fortnox is the Swedish krona (SEK), so make sure that you added SEK as the default currency for the client in CRM > Companies and for the budget you're invoicing.
If you want to send invoices in other currencies, you will first have to set them in Fortnox.
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 invoice will be sent to Fortnox.
Copying an Invoice To Fortnox After It Has Already Been Copied
If you've previously copied an invoice to Fortnox and need to make changes or create a new one, open the invoice in Productive and hover over the "Invoice copied" option.
From there, you can choose to update the existing invoice or create a new one.
Selecting "Update existing" will modify the invoice that was last copied to Fortnox. If the invoice was copied multiple times, only the latest copy will be updated.
Choosing "Create new" will generate a new invoice in Fortnox, even if it had been copied before.
Credit Notes
Credit notes are tied to sent invoices, meaning you can't send a credit note to Fortnox unless you already sent the invoice you are crediting there.
Note that there is no partial crediting. If you're issuing and sending a credit note, it means you're crediting the whole invoice. Just like an invoice, you can send and then update a credit note.
Here are all the steps involved in creating and sending a credit note to Fortnox.
1) Open the invoice menu in the upper-right corner and select "Create credit note".
2) From there, select "Copy to Fortnox".
3) Select the customer and proceed to copy and finalize the credit note.
Tip: After sending the credit note to Fortnox, hovering over "Credit note copied" allows you to update the credit note or create a new one.
Payments Sync
If you have not enabled it while setting up the integration, enable the payments sync at a later date by:
1) Navigating to Settings > App Marketplace > Fortnox
2) Clicking the pencil icon to edit the integration
3) Toggling the "Synchronize payments from Fortnox to Productive" option on
With this on, if you mark an invoice as paid in Fortnox, the status will also reflect in Productive. Any payment edits or deletions made in Fortnox will also be mirrored in Productive.
⚠️ The sync is 1-way (Fortnox → Productive), meaning that if an invoice is marked as paid in Productive, this change will not be taken into account in Fortnox.
⚠️ Note that the integration doesn't support syncing expenses generated in Productive!
Disconnecting Fortnox From Productive
Go to Settings > App marketplace > Fortnox
Click on the bin icon on your Fortnox integration button
