Productive

Everything about invoicing and payments in Productive.

Invoicing

Create invoices from projects, budgets, the Financials tab, or Quick Add.

How to Create an Invoice

Learn how to create and manage invoice drafts, from initial creation to finalization, ensuring accuracy before sending to clients.

Creating and Managing Invoice Drafts

Learn how to choose between invoicing uninvoiced time and expenses, remaining amounts, or percentages—based on your billing setup.

Understanding Invoicing Methods

Finalize and send invoices or copy them to accounting tools based on your permissions.

Finalizing and Sending Invoices

Learn how to copy multiple invoices to your accounting tool at once, reducing manual effort and handling errors effectively.

Bulk Copying Invoices to Your Accounting Tool

Track invoice drafts and finalized invoices using reports, dashboards, and budget views.

Monitoring Invoice Drafts and Finalized Invoices

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

Managing an Invoice

Learn how to adjust billing details, add line items, apply discounts and tax, and manage finalized invoices without affecting your budget.

Making Changes to an Invoice

Learn how to find all your invoices in Productive.

Accessing Your Invoices

Learn how the Invoicing Progress Bar helps you track available budget amounts, invoice statuses, and remaining amounts visually.

Invoicing Progress Bar

Use the Invoice field in budgets, projects, and time entry reports to track which invoice contains specific time entries.

Understanding the Invoice Field in Reports, Budgets, and Projects

Creating and Managing Invoices

Enable automatic invoice draft creation for each new recurring budget—based on a saved template you define during setup.

Automatically Create Invoice Drafts from Recurring Budgets

Learn how to automate invoice creation for budgets that repeat over time.

Invoicing Recurring Budgets

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

General Invoicing Settings

Learn how Tax IDs are used for invoicing, client records, and billing in Productive—plus see accepted formats by country.

What is a Tax ID?

Create your own tax codebook in Productive and apply different tax rates to invoices as defined for each subsidiary.

Setting up and Managing Tax Rates

Customize the invoice issuer with the Issuer field, allowing flexibility in invoicing and accurate representation through automation.

Issuer Field in Invoices

Organize and customize your invoices in Productive with custom fields, enhancing both internal tracking and client communication.

Adding Custom Fields to Invoices

Learn how to automate invoice creation based on budget updates, simplifying your invoicing process with Productive.

Automating Invoice Creation

Personalize your invoice numbers with unique formats tailored to your preferences.

Invoice Numbering Options

Learn how to start invoice numbering from a specific number and maintain sequential numbering for compliance.

How to Start Invoice Numbering from a Specific Number

Automatically apply invoice templates using client or subsidiary defaults, ensuring consistent PDF layout, branding, and emails.

Invoice Template Selection and Priority

Invoice Configuration & Settings 

Learn why unrecognized (negative) line items appear in your invoice and how to handle them correctly.

Understanding Unrecognized Time and Expenses in Invoices

Learn how to set up two currencies on your invoices.

Invoices in Multiple Currencies

Learn how to create partial invoices in Productive by reducing the quantity of billed items, allowing for flexible and incremental billing.

Creating Partial Invoices

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

Invoice Amount Correction

Learn how to combine multiple budgets into a single invoice in Productive, simplifying your invoicing process for clients.

Combining Multiple Budgets into a Single Invoice

Learn how to issue full or partial credit notes for finalized invoices, ensuring your financial records remain accurate and up to date.

Creating and Managing Credit Notes

Create an empty tax rate for clients exempt from taxes, allowing you to customize invoices without applying a standard tax rate.

Use Case: Adding an Empty Tax Rate

Plan and track invoice milestones using draft invoices or multiple budgets to build a flexible billing schedule in Productive.

How to Set Up Milestone Billing in Productive

Special Invoicing Scenarios

Set a custom address for sending invoices and emails triggered in Automations.

Customizing Your Sender Email Address

Learn how to make sending invoices easier by adding default email addresses to your document templates, making email management efficient.

Simplifying the Invoicing Process with Pre-filled Emails

Add dynamic fields to your line items, emails, and invoice notes. Include a timesheet when sending the invoice to the client.

Customize Invoices with Dynamic Fields and Attach Timesheet Reports

Customize what your clients see and how they receive invoices.

Invoicing Communication & Display Options

Manage invoice payment reminders with customizable templates, timing options, and automated statuses to ensure timely client communication.

Invoice Payment Reminders

Learn how to create an advance payment invoice in Productive.

Creating an Advance Payment

Record, edit, and manage invoice payments in Productive, including full and partial payments, write-offs, and updating invoice statuses.

Recording Invoice Payments

Payments

Learn how to use Productive for e-invoicing.

E-Invoicing

Issue compliant e-invoices (eInvoices) with XRechnung and PEPPOL. Use one or both, this guide explains when and how to enable each option.

E-Invoicing: Settings and General Overview

Learn how to enable e-invoicing in your account and configure general settings for supported formats.

E-Invoicing: General

Learn what details you need to enter to send XRechnung-compliant invoices, including company, client, and bank info.

Set Up for Sending XRechnung Invoices

Download XRechnung XML invoices, validate required fields, troubleshoot errors, and ensure compliance for e-invoicing in Germany.

XRechnung: Downloading an Invoice in the XML Format

Learn how to configure your invoicing and account settings to enable downloading invoices in the XRechnung-compliant XML format.

XRechnung (XML e-invoicing)

See which fields are required to send PEPPOL invoices, including PEPPOL IDs and company information.

Set Up for Sending Invoices via PEPPOL

Learn how to send finalized invoices through the PEPPOL network in Productive.

PEPPOL: Sending Invoices via the PEPPOL Network

Set up your invoicing and account settings to send e-invoices through the PEPPOL network.

PEPPOL (e-invoicing network)

Find answers and get help from Intercom Support and Community Experts

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