Productive

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

Recording Invoice Payments

Invoice a client upfront for a deposit or prepayment, then invoice the rest of the budget later with the Remaining amount method.

Creating an Advance Payment

Learn how payment reminders, templates, and client defaults work together, what reminder statuses mean, and when reminders stop.

Invoice Payment Reminders: Overview

Create payment reminder templates, set the organization default, and customize timing, sender, subject, and email content.

Creating and Managing Payment Reminder Templates

Set a payment reminder template on one or more clients so reminders are added automatically whenever you send them an invoice.

Setting a Default Payment Reminder Template for Clients

Add payment reminders when sending an invoice or from the Reminders tab, and view, edit, duplicate, or delete them on an invoice.

Adding Payment Reminders to Invoices

Record payments and advance payments, and send payment reminders.

Payments and Reminders

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