Set up and edit your default invoicing options in Settings. Go to Settings > Invoicing where you can adjust the following.
1) Default payment terms
Set the organization-wide default for when invoices are due.
Payment terms type (select how the due date is calculated):
Invoice date + X days (due date = invoice date + number of days (e.g. 30 days after the invoice date))
End of month + X days (due date = last day of the invoice month + number of days (e.g. EOM + 30))
Due upon receipt (due date = invoice date)
Days: enter the number of days. This field is hidden when Due upon receipt is selected.
📌 This setting applies to all new invoices by default. You can override it per client company in the Company settings, or manually adjust the due date on any individual invoice.
👉 To set payment terms for a specific client, see Companies.
2) Rounding methods
Choose how totals on invoices are calculated. Different rounding methods can lead to small differences in totals, so pick the one that best fits your accounting process or external tools.
You can round per line item (tax is calculated on each line, then summed) or per subtotal (tax is calculated on the subtotal for each rate).
👉 For more details on rounding methods and how to set them up, see Invoice Rounding Methods.
3) Timesheet attachments (Beta)
Define a custom time entries report to use as a timesheet attachment when sending invoices to clients. You can configure the export format, page size, and what data appears in the document.
👉 For setup instructions, see Customizing the Timesheet Attachment for Invoices.
👉 To attach a timesheet when sending an invoice, see Attaching Timesheet Reports to Invoices.
4) Invoicing options
Select how your invoice numbers will be generated and whether the delivery date should be displayed on the invoices.
👉 To see a bit more on how to set up the invoicing number format check here.
📌 If you have more subsidiaries (as shown above), you can adjust these options for each subsidiary.
5) e-Invoicing
Productive supports compliant electronic invoicing through XRechnung (mandatory for B2B in Germany), PEPPOL (a secure European network for e-invoices), and mojeRačun (Croatia).
👉 For a full overview and setup instructions, see E-Invoicing: Settings and General Overview.
