Productive

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

General Invoicing Settings

Choose how invoice totals are calculated. Pick per line item or per subtotal to match your accounting process and reduce rounding differences.

Invoice Rounding Methods

Set up automatic invoice numbering per subsidiary: choose a format, control when the counter resets, and keep counters isolated.

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

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

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

Invoice Template Selection and Priority

Invoice Configuration & Settings 

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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.

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