Invoicing
Everything about invoicing and payments in Productive.
54 articles
- How to Create an Invoice
- Creating and Managing Invoice Drafts
- 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
- Understanding the Invoice Field in Reports, Budgets, and Projects
- General Invoicing Settings
- Invoice Rounding Methods
- Invoice Numbering Options
- How to Start Invoice Numbering from a Specific Number
- What is a Tax ID?
- Setting up and Managing Tax Rates
- Issuer Field in Invoices
- Adding Custom Fields to Invoices
- Automating Invoice Creation
- Invoice Template Selection and Priority
- Understanding Unrecognized Time and Expenses in Invoices
- Building Invoice Approval Flow
- 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
- How to Set Up Milestone Billing in Productive