Connect Productive to Sage Accounting to send your invoices and credit notes from Productive to Sage, without retyping them.
You can also turn on payments sync. When you mark an invoice as paid in Sage Accounting, it’s marked as paid in Productive too, including partial payments and payments in installments.
The Sage Accounting integration is available on the Professional and Ultimate subscription plans.
Connect Sage Accounting
Go to Settings > App marketplace, find Sage Accounting, and follow the steps to sign in to your Sage account and connect it.
Set Up the Integration
Once you’ve signed in to Sage Accounting, choose:
Select your business: the Sage Accounting business to connect.
Invoice numbers: whether Sage Accounting or Productive creates the invoice numbers.
Invoice PDFs: whether Sage Accounting or Productive creates the PDFs.
Payments sync: whether payments recorded in Sage Accounting sync to Productive.
📌 Payments only sync one way: from Sage Accounting to Productive.
Then select a default Sage Accounting ledger. This is required: invoice line items go there unless you map them.
Optionally, tick Map service types to Sage Accounting ledger to send each service type to its own ledger.
Send an Invoice to Sage Accounting
Open the invoice and click Copy to Sage Accounting.
Choose the Customer and the Tax rate.
If the customer doesn’t exist in Sage Accounting and you leave the field empty, Sage Accounting creates the customer.
A tax rate from Sage Accounting is required. The tax amount comes from the invoice in Productive.
If the invoice has more than one tax rate, check it in Sage Accounting afterward: multiple taxes can’t be copied.
Send an Invoice Again
To send changes, or a new copy of an invoice you already sent, open the invoice and hover over Invoice copied:
Update existing changes the invoice you last sent to Sage Accounting. If you sent it more than once, only the latest copy is updated.
Create new creates another invoice in Sage Accounting.
Credit Notes
You can send a credit note to Sage Accounting only if the invoice it credits is already there.
Open the invoice menu in the upper-right corner and select Create credit note. Then select Copy to Sage Accounting.
Choose the customer and tax rate, and copy and finalize the credit note.
To send changes later, hover over Credit note copied and choose to update the credit note or create a new one.
Turn On Payments Sync Later
If you didn’t turn on payments sync when you set up the integration, go to Settings > App marketplace > Sage Accounting, click the pencil icon, and turn on Synchronize payments from Sage Accounting to Productive.
When an invoice is marked as paid in Sage Accounting, it’s marked as paid in Productive too, and payments you edit or delete in Sage Accounting are changed in Productive as well. It doesn’t work the other way: an invoice you mark as paid in Productive stays unpaid in Sage Accounting.
📌 Expenses from Productive don’t sync to Sage Accounting.
Change Settings or Disconnect
Go to Settings > App marketplace and select Sage Accounting. Click the pencil icon to change the integration settings, or the bin icon to disconnect it.
