Connect Productive to Twinfield to send your invoices and credit notes from Productive to Twinfield, without retyping them.
The Twinfield integration is available on the Professional and Ultimate subscription plans.
Connect Twinfield
Go to Settings > App marketplace, find Twinfield, and click Connect app.
Sign in to Twinfield and allow the permissions it lists.
Back in Productive, select the invoice destiny, the status invoices get in Twinfield:
Final: invoices are finalized in Twinfield and can’t be edited there.
Temporary: invoices arrive as drafts you can still edit.
Choose Your Defaults
Pick the default Twinfield settings your invoices use.
Twinfield ledger: the ledger that sorts your invoices’ transactions.
Twinfield project: the project used to track project costs and revenue.
Twinfield cost center: the division costs and revenue are allocated to.
Map Service Types
To send different service types to different ledgers, projects, or cost centers, tick Map service types to Twinfield ledger (or project, or cost center) and map each service type in Productive to its item in Twinfield.
Send an Invoice to Twinfield
Open the invoice, as a draft or finalized, and click Copy to Twinfield.
Fill in:
Customer: choose a Twinfield customer. If the customer doesn’t exist in Twinfield yet, it’s created.
Transaction type
VAT code
Then click Copy, or Copy and Finalize if the invoice is still a draft.
Once it’s sent, the invoice shows Invoice copied. Hover over it and select Open in Twinfield to see it there.
Sign in to Twinfield before you select Open in Twinfield, or you’ll see an error.
Good to Know
An invoice sent as Final can’t be edited in Twinfield. To send an invoice again, duplicate it in Productive first and send the copy.
You can also send credit notes to Twinfield. Payments don’t sync back from Twinfield to Productive.
New Customers in Twinfield
For Productive to create customers in Twinfield, your Twinfield account needs a format set up for the customer number dimension type. Without it, creating the customer fails, and Productive shows an error.
👉 See Twinfield’s guide to dimension types (in Dutch).