Productive

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

Invoicing Options and Payment terms

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

Customize your invoice layout by editing the fields visible on the PDF export

Learn how to raise an invoice in Productive

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

Create a Draft Invoice before its final form.

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

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

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

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

Create an invoice from different budgets and projects

Learn how to set up two currencies on your invoices.

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

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.

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

Learn how to write off the total or partial budget.

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

Learn how to add information from custom fields to invoices

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

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

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