Company pages in Productive help you organize all aspects of your relationship with a client, from projects and budgets to invoicing and time tracking.
Company Page Tabs
Each company page includes several tabs to help manage client-related activities:
Info: View and edit general company details, including default invoicing settings and contact information (see below for more information).
Projects: View all projects associated with the client and open new ones.
Deals: Oversee all sales deals with the client and add new ones as you progress.
Budgets: See all budgets associated with the client and add new ones.
Invoices: Track all invoices created for the client and create new ones.
People: Organize all contacts within the client's company.
Time: View all time entries recorded on the client's budgets.
Rate cards: Manage rate cards for the client.
Feed: Add free-form text notes for any additional information about the client company, include BCC emails and track changes and updates made to the client company.
Company Details
In the Info tab, you can view and edit the core details of the company:
Name: The short name of the company as it will appear across Productive (e.g., Productive).
Full Company Name: The company’s full legal name for formal documents like invoices issued (e.g., The Productive Company).
Company Code: A unique code assigned to the company, used in invoice numbering and for formatting project, budget, or purchase order numbers (e.g., PROD1).
Tax ID: The company’s tax identification number, required for invoices and financial reporting (e.g., ID123456789).
Tags: Optional labels you can add to categorize the company or group similar clients for reporting purposes.
These details form the foundation for invoicing, reporting, and organization, and can be updated anytime from the Info tab.
Contact Details
Manage all contact information for the client. Click + Add contact field to add Email, Phone, Address, or Website entries.
Default Email Recipient(s): Mark one or more emails as the default for invoicing. When sending a finalized invoice, all default billing emails will automatically prefill in the TO field.
Default Billing Address: Add a postal address and set it as the default to prefill billing information on invoices and proposals.
Additional Fields: You can add multiple entries for phone numbers, websites, or other company details. Each entry can be renamed for clarity (e.g., “Headquarters” or “Branch Office”) and set as default if needed.
These fields ensure all client contact information is organized, accurate, and readily available for invoicing, communication, and reporting.
Default Financial Settings
Set default financial settings for the company, which will automatically apply to new deals, budgets, and invoices:
Currency: The default currency for transactions with this client (e.g., EUR €).
Subsidiary: Select the company subsidiary responsible for billing the client (e.g., Le Chat Noir).
Tax Rate: Choose the default tax rate applied to invoices and budgets (e.g., VAT 20%).
Payment Terms: Set the default number of days for payment due (e.g., 30).
Invoice Template: Select the default invoice template to be used for this client (e.g., Standard Invoice Template).
These defaults save time and ensure consistency when creating financial documents for the client.
E-Invoicing Settings
Configure E-Invoicing details for the company to simplify automated invoice submission:
Buyer Reference: Enter the company’s reference ID for e-invoicing purposes.
Peppol ID: Add the company’s Peppol identifier to send invoices through the Peppol network.
These settings ensure that invoices are correctly addressed and processed when using E-Invoicing features.
Company Custom Fields
Use company custom fields to track additional details or categorize client companies in a way that fits your workflow.
To add a custom field for a specific company, go to the Info tab, find the Custom Fields section, and enter the desired value.
If no custom fields exist yet, click Add new and manage. This will take you to Settings > Custom Fields, where you can scroll to the Companies section and create new fields.
Custom fields allow you to store structured data such as client preferences, industry classifications, or internal notes, making client management more organized.
