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Invoicing
Everything about invoicing and payments in Productive
+3
22 articles in this collection
Written by
Gabrijela,
Kresimir,
Stjepan Šandor
and 3 others
Invoicing Options and Payment terms
Set up invoicing options like email format, custom sender email address, payment terms, and other invoicing options.
Written by
Luka Žic
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 today
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