Productive

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.

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

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

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

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

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

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

Learn how to find all your invoices in Productive.

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

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