Productive

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

Understanding Invoicing Methods

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

Automating Invoice Creation

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

Build an invoice approval flow with custom fields and automations. Ensure invoices are reviewed before being sent to clients.

Building Invoice Approval Flow

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

Finalizing and Sending Invoices

Create invoices, automate drafts, and finalize and send them.

Creating Invoices

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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