This integration enables you to send invoices from Productive to your Twinfield account.
Integrating your Twinfield account with Productive is available on the Professional and Ultimate subscription plans.
Linking Your Twinfield Account to Productive
To link your Productive account to Twinfield:
Log into Productive
Go to Settings > App Marketplace
Find Twinfield in the list and click Connect App
Log into your Twinfield account and tick the listed permissions.
After granting permissions, you’ll be redirected back to Productive to configure the Invoice Destiny (invoice status):
Final: Invoices are finalized in Twinfield and cannot be edited after creation.
Temporary: Invoices are exported as drafts and can still be edited.
Selecting the Default Ledger, Project, and Cost Center
You'll need to specify the following default Twinfield settings:
Twinfield Ledger: The accounting ledgers used to categorize financial transactions in Twinfield.
Twinfield Project: Specific projects in Twinfield for tracking project-related costs and revenues.
Twinfield Cost Center: Organizational divisions in Twinfield used to allocate and manage expenses effectively.
Mapping Service Types
To map service types to the default ledger, project, or cost center:
Click the checkbox under the respective default ledger, project, or cost center selection.
Map the service types from Productive to their corresponding items in Twinfield.
Exporting an Invoice to Twinfield
When creating an invoice in Productive, you'll see a Copy to Twinfield badge in both the draft and final versions. To export the invoice:
Click Copy to Twinfield.
In the pop-up menu, complete the following fields:
Customer: Select an existing customer from the dropdown. If the customer doesn’t exist in Twinfield, a new one will be created automatically.
Transaction Type: Specify the type of transaction.
VAT Code: Choose the appropriate VAT code.
Click Copy (or Copy and Finalize if the invoice is still a draft).
Once the invoice is successfully exported, you’ll receive a confirmation, and the status will update in Productive.
Hovering over Invoice Copied and selecting "Open in Twinfield" will redirect you to the respective invoice in Twinfield.
Good to Know
Make sure you're logged in to Twinfield before selecting Open in Twinfield. Otherwise, you'll be redirected to an error notification.
Important Considerations
Invoices exported as Final are non-editable in Twinfield.
If you need to re-export an invoice, duplicate the original one in Productive first.
Exporting credit notes to Twinfield is also supported.
Customer Creation in Twinfield
When exporting an invoice, Productive can automatically create a new customer in Twinfield if one doesn’t exist.
Important: For customer creation to work, your Twinfield account must have a Customer Number Dimension Type format set up.
If this isn’t configured, the customer won’t be created, and you’ll encounter an error in Productive. For more information on Twinfield’s dimension type format, refer to this guide.