Productive

Learn how to find all your invoices in Productive.

Accessing Your Invoices

An invoice can be marked as sent after which it becomes unpaid. Tag invoices for easier filtering, duplicate, and delete them if needed.

Managing an Invoice

Learn how to adjust billing details, add line items, apply discounts and tax, and manage finalized invoices without affecting your budget.

Making Changes to an Invoice

Track invoice drafts and finalized invoices using reports, dashboards, and budget views.

Monitoring Invoice Drafts and Finalized Invoices

Learn how the Invoicing Progress Bar helps you track available budget amounts, invoice statuses, and remaining amounts visually.

Invoicing Progress Bar

Use the Invoice and Invoiced fields in budgets, projects, and time entry and expense reports to track which invoice a time entry or expense belongs to.

Understanding the Invoice and Invoiced Fields in Reports, Budgets, and Projects

Find, change, and keep track of your invoices.

Managing Invoices

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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