Invoicing

Invoicing Options and Payment terms

Set up invoicing options like email format, custom sender email address, payment terms, and other invoicing options.

Written by Ana-Marija Ravnjak
Updated over a week ago

Credit Note

Issue a credit note if you need to make any sort of correction on an already finalized invoice

Written by Bruno Ilišević
Updated over a week ago

Create an Invoice in Productive

Learn how to raise an invoice in Productive

Written by Stjepan Šandor
Updated over a week ago

Creating an Invoice

Invoices can be created for each project and its many budgets. Invoicing in Productive is very simple.

Written by Kresimir
Updated over a week ago

Draft Invoice

Create a Draft Invoice before its final form.

Written by Mihovil Nakic
Updated over a week ago

Managing an Invoice

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

Written by Kresimir
Updated over a week ago

Tax Rate Per Line Item

You can set different tax rates per individual line item on an invoice.

Written by Bruno Ilišević
Updated over a week ago

What is a Tax ID?

Written by Stjepan Šandor
Updated over a week ago

Tracking Invoices

You can see which invoices are marked as sent and unpaid at a glance. Use the Financials tab to see all your invoices instantly.

Written by Kresimir
Updated over a week ago

Partial Invoicing

Learn how to issue partial invoices or prepayments to your partners.

Written by Luka Žic
Updated over a week ago

Multi-Budget Invoicing

Create an invoice from different budgets and projects

Written by Stjepan Šandor
Updated over a week ago

Manage Invoices in Multiple Currencies

Learn how to set up two currencies on your invoices.

Written by Luka Žic
Updated over a week ago

Invoice Amount Correction

Amount correction will help you keep your invoices in order if changes on budgets have been made.

Written by Kresimir
Updated over a week ago

Making Changes To an Invoice

Edit an invoice if you made a mistake easily. You can edit items, billing info, discounts, or VAT, and save changes when you're done.

Written by Kresimir
Updated over a week ago

Invoice Recipients

Learn how TO, CC, and BCC fields are filled.

Written by Mihovil Nakic
Updated over a week ago

Credit an Invoice

How to delete an issued invoice? How to take back an invoice which was sent?

Written by Gabrijela
Updated over a week ago

How To Write Off a Budget?

Learn how to write off the total or partial budget.

Written by Stjepan Šandor
Updated over a week ago

Invoice Number Format

The invoice number format determines what your invoice number looks like. Customize the format number for your invoices in settings.

Written by Kresimir
Updated over a week ago

Add Custom Fields to Invoices

Learn how to add information from custom fields to invoices

Written by Stjepan Šandor
Updated over a week ago

Custom Invoicing Settings

Set a custom address for sending invoices and remove Productive branding from emails

Written by Stjepan Šandor
Updated over a week ago

Creating an Advance Payment

You can track payments in tranches. Use this for advance payment or similar cases within Invoicing.

Written by Kresimir
Updated over a week ago

Recording Payments

You can record multiple payments on one invoice. Useful for advance payment or cases where budget is paid in tranches.

Written by Kresimir
Updated over a week ago