Productive

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

General Invoicing Settings

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

Where Tax IDs appear in Productive: your subscription invoices, subsidiaries, and client companies, plus accepted formats by country.

What Is a Tax ID?

The Issuer field shows who issued an invoice. Change it on any draft, rename its label, and see who's set when automations create drafts.

Issuer Field in Invoices

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

How Productive picks an invoice template: the client's default first, then the subsidiary's, then the first one alphabetically.

Invoice Template Selection and Priority

Organize and customize your invoices in Productive with custom fields, enhancing both internal tracking and client communication.

Adding Custom Fields to Invoices

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 taxes, invoice numbering, templates, custom fields, and rounding.

Invoice Settings

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