Productive

Create invoices from projects, budgets, Financials, or Quick Add. Explore various invoicing methods to suit your needs.

How to Create an Invoice

Learn how to raise an invoice in Productive.

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

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, filter, and manage all your invoices in Productive.

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

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

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

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

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