Productive Help Center

Invoicing

Everything about invoicing and payments in Productive.

34 articles

Creating and Managing Invoices

How to Create an Invoice

Creating and Managing Invoice Drafts

Creating and Managing Invoice Drafts (New—Beta)

Understanding Invoicing Methods

Finalizing and Sending Invoices

Bulk Copying Invoices to Your Accounting Tool

Monitoring Invoice Drafts and Finalized Invoices

Managing an Invoice

Making Changes to an Invoice

Accessing Your Invoices

Invoicing Progress Bar

Invoice Configuration & Settings

General Invoicing Settings

What is a Tax ID?

Setting up and Managing Tax Rates

Issuer Field in Invoices

Adding Custom Fields to Invoices

Automating Invoice Creation

Invoice Numbering Options

How to Start Invoice Numbering from a Specific Number

Special Invoicing Scenarios

Understanding Unrecognized Time and Expenses in Invoices

Invoices in Multiple Currencies

Creating Partial Invoices

Invoice Amount Correction

Combining Multiple Budgets into a Single Invoice

Creating and Managing Credit Notes

Use Case: Adding an Empty Tax Rate

Invoicing Communication & Display Options

Customizing Your Sender Email Address

Simplifying the Invoicing Process with Pre-filled Emails

Customize Invoices with Dynamic Fields and Attach Timesheet Reports

Invoice Payment Reminders

Creating an Advance Payment

Recording Payments

XRechnung (E-Invoicing): Settings and General Overview

E-Invoicing: Downloading an Invoice in the XML Format