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 up the default payment terms by entering the number of days that will be applied as default due payment days.
This can be additionally adjusted for each client when creating an invoice.
2) 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.
📌 Note: If you have more subsidiaries (as shown above), you can adjust these options for each subsidiary.
3) 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.
4) e-Invoicing
Productive supports compliant electronic invoicing through XRechnung (mandatory for B2B in Germany) and PEPPOL (a secure European network for e-invoices).
You can enable either or both options to generate XML invoices, send them automatically, and stay compliant with regional regulations.
👉 For a full overview and setup instructions, see E-Invoicing: Settings and General Overview.
