This integration enables you to send invoices from Productive to your Sage Accounting account.
When you integrate your Productive account with Sage Accounting you can also enable the payments sync with Productive. In other words, when you mark an invoice as paid in Sage Accounting, that status will reflect in Productive as well. This also applies to partial payments or payments in tranches.
Linking Your Sage Accounting Account To Productive
To link your Productive account to Sage Accounting:
Log into Productive
Go to Settings > App Marketplace
Find Sage Accounting in the list and click Connect App
Setting Up The Integration
After completing the authentication process in Sage Accounting, you'll need to make several decisions:
1. Invoice Number Generation:
Determine whether Sage Accounting or Productive will be responsible for generating invoice numbers.
2. Invoice PDF Generation:
Choose whether Sage Accounting or Productive should generate the PDFs for your invoices.
3. Payment Synchronization:
Decide whether payments should be synchronized. Please note that this synchronization is unidirectional, happening only from Sage Accounting to Productive, not the other way around.
Following that, you need to select a default ledger in Sage Accounting where the service types will be sent (obligatory). You can also establish links in Productive between service types and specific items in Sage Accounting (optional):
Copying Invoices To Sage Accounting
When creating an invoice, a new button, "Copy to Sage Accounting", will be accessible on the invoice creation screen:
Following that, you'll be prompted to fill in the following settings:
1) Customer
2) Tax rate
If the customer does not exist and you leave this blank, Sage Accounting will automatically create one.
You also have the option to choose a tax from Sage Accounting. If no tax is selected, the resulting invoice in Sage Accounting will not include any tax. It's important to remember that taxes from Productive are not mirrored in Sage Accounting.
Copying An Invoice To Sage Accounting After It Has Already Been Copied
If you've previously copied an invoice to Sage Accounting and need to make changes or create a new one, open the invoice in Productive and hover over the "Invoice copied" option. From there, you can choose to update the existing invoice or create a new one.
Selecting "Update existing" will modify the invoice that was last copied to Sage Accounting. If the invoice was copied multiple times, only the latest copy will be updated.
Choosing "Create new" will generate a new invoice in Sage Accounting, even if it had been copied before.
Credit Notes
Credit notes are tied to sent invoices, meaning you can't send a credit note to Sage Accounting unless you already sent the invoice you are crediting there.
Note that there is no partial crediting. If you're issuing and sending a credit note, it means you're crediting the whole invoice. Just like an invoice, you can send and then update a credit note.
Here are all the steps involved in creating and sending a credit note to Sage Accounting.
Open the invoice menu in the upper-right corner and select "Create credit note". |
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From there, select "Copy to Sage Accounting". |
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Select the customer and tax rate and proceed to copy and finalize the credit note. |
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Tip: After sending the credit note to Sage Accounting, hovering over "Credit note copied" allows you to update the credit note or create a new one.
Payments Sync
If you have not enabled it while setting up the integration, enable the payments sync at a later date by:
1) Navigating to Settings > App Marketplace > Sage Accounting
2) Clicking the pencil icon to edit the integration
3) Toggling the "Synchronize payments from Sage Accounting to Productive" option on
With this on, if you mark an invoice as paid in Sage Accounting, the status will also reflect in Productive.
Any payment edits or deletions made in Sage Accounting will also be mirrored in Productive.
⚠️ The sync is 1-way (Sage Accounting → Productive), meaning that if an invoice is marked as paid in Productive, this change will not be taken into account in Sage Accounting.
⚠️ Note that the integration doesn't support syncing expenses generated in Productive!
Disconnecting Sage Accounting From Productive
Go to Settings > App Marketplace
Click on the bin icon on your Sage Accounting integration button
