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9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/8956111-creating-and-managing-invoices" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">Creating and Managing Invoices</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">How to Create an Invoice</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">How to Create an Invoice</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Create invoices from projects, budgets, Financials, or Quick Add. Explore various invoicing methods to suit your needs.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <!-- -->Updated over 4 months ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_2e6493f5c8" href="#h_2e6493f5c8" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_06388d1e55" href="#h_06388d1e55" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_61b358be2c" href="#h_61b358be2c" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_3c32cebaaa" href="#h_3c32cebaaa" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_aadf6c1b12" href="#h_aadf6c1b12" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-5" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_0fa015cbad" href="#h_0fa015cbad" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To create an invoice in Productive, ensure that <b>Invoicing is enabled in your Settings</b>. To do so, head over to <b>Settings</b> > <b>Invoicing</b>, and switch on the "<b>Invoicing</b>" toggle.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#e3e7fa80;border-color:#334bfa33"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For more information on the <b>different invoicing methods</b> you can use, check out our <a href="https://help.productive.io/en/articles/4656350-understanding-invoicing-methods">Invoicing Methods</a> article or jump straight to <a href="https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts">Creating and Managing Invoice Drafts</a>.</p></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1054399632/9e6c9db7a76a89eb41468e7b/Screenshot+2024-05-17+at+17_55_30.png?expires=1732401900&signature=b655579e5d546baf2e2242e0911924a57936892476cd40f2b168f54870113b29&req=dSAiEsp3lIdcW%2FMW1HO4zRvG4oF03Ff%2FZuyodgNLfGuUhOPgremNy0UIUgX9%0Aw7Kn32YS0INxXePxh2M%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054399632/9e6c9db7a76a89eb41468e7b/Screenshot+2024-05-17+at+17_55_30.png?expires=1732401900&signature=b655579e5d546baf2e2242e0911924a57936892476cd40f2b168f54870113b29&req=dSAiEsp3lIdcW%2FMW1HO4zRvG4oF03Ff%2FZuyodgNLfGuUhOPgremNy0UIUgX9%0Aw7Kn32YS0INxXePxh2M%3D%0A" width="2914" height="1242"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1054469984/35e1a809e50b5f06d3e57199/Screenshot+2024-05-17+at+19_04_24.png?expires=1732401900&signature=2b1214f40a1269ce9cdb439e7853556bc52780984deb522e65887ab1f1464eec&req=dSAiEs14lIhXXfMW1HO4zb9QWalDiyy8ZrWahwH20jTYvfh5st3NuVlf0evD%0A0jVvV8aB4xAAKzxAYl8%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054469984/35e1a809e50b5f06d3e57199/Screenshot+2024-05-17+at+19_04_24.png?expires=1732401900&signature=2b1214f40a1269ce9cdb439e7853556bc52780984deb522e65887ab1f1464eec&req=dSAiEs14lIhXXfMW1HO4zb9QWalDiyy8ZrWahwH20jTYvfh5st3NuVlf0evD%0A0jVvV8aB4xAAKzxAYl8%3D%0A" width="2920" height="1270"/></a></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_2e6493f5c8"> <br/>Creating Invoices</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Invoices can be created from a project, a budget, the Financials > Invoices tab, or using the Quick Add option. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_06388d1e55">1) From the Financials Tab</h2></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Navigate to <b>Financials > Invoices</b>.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click on <b>+ Invoice</b>.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Select the client company and the budget(s) you want to invoice.</p></div></li></ol></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tip:</b> Use filters to narrow your search and quickly find the relevant budgets.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1054873077/d7937e96515edcec29771f40/Screenshot+2024-05-18+at+09_45_58.png?expires=1732401900&signature=ce8fc256b221492522aa537bd3c096958f0a71750383f0f91565f1d6872efc8c&req=dSAiEsF5noFYXvMW1HO4zRFWiFmfEJHBkj9jbcVfNP0WFOQ17ieKdMXAlWbG%0A1rtkP7er4AvifnKOmLQ%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054873077/d7937e96515edcec29771f40/Screenshot+2024-05-18+at+09_45_58.png?expires=1732401900&signature=ce8fc256b221492522aa537bd3c096958f0a71750383f0f91565f1d6872efc8c&req=dSAiEsF5noFYXvMW1HO4zRFWiFmfEJHBkj9jbcVfNP0WFOQ17ieKdMXAlWbG%0A1rtkP7er4AvifnKOmLQ%3D%0A" width="2936" height="1174"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_61b358be2c">2) Quick Add</h2></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click the <b>"+"</b> icon from anywhere in the app to access the Quick Add menu.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Select <b>Invoice</b>.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Manually select the client company and the budget for the invoice.</p></div></li></ol></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tip:</b> Pin the Invoice option in Quick Add for easier access in the future.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1054873881/efc7f97677c52632f2d2330f/Screenshot+2024-05-18+at+09_47_54.png?expires=1732401900&signature=169a70fff5980617cf7cb0e273c852eaf2502b1fc1461d166a2212b596964ef1&req=dSAiEsF5nolXWPMW1HO4zbmlsq56e5JBxCuR74%2BfweHEef3S5tQcykaKkmE0%0ApBFClbts0f1siLUDrt8%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054873881/efc7f97677c52632f2d2330f/Screenshot+2024-05-18+at+09_47_54.png?expires=1732401900&signature=169a70fff5980617cf7cb0e273c852eaf2502b1fc1461d166a2212b596964ef1&req=dSAiEsF5nolXWPMW1HO4zbmlsq56e5JBxCuR74%2BfweHEef3S5tQcykaKkmE0%0ApBFClbts0f1siLUDrt8%3D%0A" width="2924" height="1146"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_3c32cebaaa">3) From a Project</h2></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Open a project and go to the <b>Invoices</b> tab.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click <b>+ Invoice</b>.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Select the budget(s) you want to invoice.</p></div></li></ol></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tip</b>: This method allows you to invoice multiple budgets within the same project.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1054875129/391a4f17ee999e97b0c4da86/Screenshot+2024-05-18+at+09_51_10.png?expires=1732401900&signature=79ec428681e5399a0c616ef54b1786c42bf21b1237bf7698343444a5e4d5bfa5&req=dSAiEsF5mIBdUPMW1HO4zbys0hrP6IIsUj0npCMy2PkTzeQONwZpgXHP7uLK%0A7cPZzA2WTewOizfthN4%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054875129/391a4f17ee999e97b0c4da86/Screenshot+2024-05-18+at+09_51_10.png?expires=1732401900&signature=79ec428681e5399a0c616ef54b1786c42bf21b1237bf7698343444a5e4d5bfa5&req=dSAiEsF5mIBdUPMW1HO4zbys0hrP6IIsUj0npCMy2PkTzeQONwZpgXHP7uLK%0A7cPZzA2WTewOizfthN4%3D%0A" width="2924" height="1452"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_aadf6c1b12">4) From a Budget</h2></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Open the budget you want to invoice.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Use one of the following methods:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click the <b>"New invoice"</b> hyperlink in the Invoicing section of the main budget overview.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1054875765/73865a59ed20e55a3a19eca0/Screenshot+2024-05-18+at+09_53_22.png?expires=1732401900&signature=8961a432baf4148725723d62f86e2d2a7230911aaf1b8a3a4584de16031b3f8f&req=dSAiEsF5mIZZXPMW1HO4zbVNhK4kCsTzsbOxYYrBBJQd8pzuRSHDCAQLD9EP%0Ac%2Bo%2F%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054875765/73865a59ed20e55a3a19eca0/Screenshot+2024-05-18+at+09_53_22.png?expires=1732401900&signature=8961a432baf4148725723d62f86e2d2a7230911aaf1b8a3a4584de16031b3f8f&req=dSAiEsF5mIZZXPMW1HO4zbVNhK4kCsTzsbOxYYrBBJQd8pzuRSHDCAQLD9EP%0Ac%2Bo%2F%0A" width="2920" height="1448"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Navigate to the budget's <b>Invoicing</b> tab and click <b>+ Invoice</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1054876116/a154e85cb25bc6d7dbe63db5/Screenshot+2024-05-18+at+09_54_18.png?expires=1732401900&signature=cfe8f1594338f404c4f07e03f89401dbcf2664f49173ce85f2c49d00a0d4cf16&req=dSAiEsF5m4BeX%2FMW1HO4zfentCCd3W371Xbq2Fe7hWQGNxFvV3Vculb0tJks%0A23Tl%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054876116/a154e85cb25bc6d7dbe63db5/Screenshot+2024-05-18+at+09_54_18.png?expires=1732401900&signature=cfe8f1594338f404c4f07e03f89401dbcf2664f49173ce85f2c49d00a0d4cf16&req=dSAiEsF5m4BeX%2FMW1HO4zfentCCd3W371Xbq2Fe7hWQGNxFvV3Vculb0tJks%0A23Tl%0A" width="2910" height="1150"/></a></div></li></ul></div></li></ol></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tip</b>: Both methods allow you to create an invoice for multiple budgets if needed!</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_0fa015cbad">Selecting the Client and Budget</h1></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you are creating the invoice from the <b>Financials tab</b> or through <b>Quick Add</b>, the next step is to <b>select the client you are invoicing</b>. </p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1116307158/d8a35f68fd0991b7f212745d/Screenshot+2024-07-17+at+14_05_00.png?expires=1732401900&signature=cef824c486042339e3f5364b62b7269ecd906f694edefd0705530a5d357686eb&req=dSEmEMp%2BmoBaUfMW1HO4zR77WA7LTP4wMwvCK1e%2BAYhVSBMKckHNGV9mMWZi%0AwIhhWQ%2BaQPkSwUrGE2s%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1116307158/d8a35f68fd0991b7f212745d/Screenshot+2024-07-17+at+14_05_00.png?expires=1732401900&signature=cef824c486042339e3f5364b62b7269ecd906f694edefd0705530a5d357686eb&req=dSEmEMp%2BmoBaUfMW1HO4zR77WA7LTP4wMwvCK1e%2BAYhVSBMKckHNGV9mMWZi%0AwIhhWQ%2BaQPkSwUrGE2s%3D%0A" width="1564" height="1200" style="width:450px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creating the invoice from a budget or project will cover the previous step, so the next step is to <b>choose the budget(s)</b> you want to use as the basis for the invoice. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1116308178/9d2b6bb6f271d1b03a9db773/Screenshot+2024-07-17+at+14_05_50.png?expires=1732401900&signature=ba453dec1258bbe5e9d0739322503b70a70086c5071e4a3dfb157191d7299b7b&req=dSEmEMp%2BlYBYUfMW1HO4zbfDEF%2F3t%2BzaTI0qLrlgd7RGBe1ut21R5egRD4u0%0A75Lq%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1116308178/9d2b6bb6f271d1b03a9db773/Screenshot+2024-07-17+at+14_05_50.png?expires=1732401900&signature=ba453dec1258bbe5e9d0739322503b70a70086c5071e4a3dfb157191d7299b7b&req=dSEmEMp%2BlYBYUfMW1HO4zbfDEF%2F3t%2BzaTI0qLrlgd7RGBe1ut21R5egRD4u0%0A75Lq%0A" width="2928" height="1126"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li></ul></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This will take you to the next step: creating <a href="https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts">your invoice draft</a>.</p></div></li></ul></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.productive.io/en/articles/2179588-how-to-create-a-new-budget" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">How to Create a New Budget</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"e116042d-5420-4e6e-bb9d-346f586495aa","role":"visitor_role"},"articleContent":{"articleId":"2179631","author":null,"blocks":[{"type":"paragraph","text":"To create an invoice in Productive, ensure that \u003cb\u003eInvoicing is enabled in your Settings\u003c/b\u003e. To do so, head over to \u003cb\u003eSettings\u003c/b\u003e \u0026gt; \u003cb\u003eInvoicing\u003c/b\u003e, and switch on the \"\u003cb\u003eInvoicing\u003c/b\u003e\" toggle.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"For more information on the \u003cb\u003edifferent invoicing methods\u003c/b\u003e you can use, check out our \u003ca href=\"https://help.productive.io/en/articles/4656350-understanding-invoicing-methods\"\u003eInvoicing Methods\u003c/a\u003e article or jump straight to \u003ca href=\"https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts\"\u003eCreating and Managing Invoice Drafts\u003c/a\u003e.","class":"no-margin"}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054399632/9e6c9db7a76a89eb41468e7b/Screenshot+2024-05-17+at+17_55_30.png?expires=1732401900\u0026signature=b655579e5d546baf2e2242e0911924a57936892476cd40f2b168f54870113b29\u0026req=dSAiEsp3lIdcW%2FMW1HO4zRvG4oF03Ff%2FZuyodgNLfGuUhOPgremNy0UIUgX9%0Aw7Kn32YS0INxXePxh2M%3D%0A","width":2914,"height":1242},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054469984/35e1a809e50b5f06d3e57199/Screenshot+2024-05-17+at+19_04_24.png?expires=1732401900\u0026signature=2b1214f40a1269ce9cdb439e7853556bc52780984deb522e65887ab1f1464eec\u0026req=dSAiEs14lIhXXfMW1HO4zb9QWalDiyy8ZrWahwH20jTYvfh5st3NuVlf0evD%0A0jVvV8aB4xAAKzxAYl8%3D%0A","width":2920,"height":1270},{"type":"heading","text":" \u003cbr\u003eCreating Invoices","idAttribute":"h_2e6493f5c8"},{"type":"paragraph","text":"Invoices can be created from a project, a budget, the Financials \u0026gt; Invoices tab, or using the Quick Add option. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"1) From the Financials Tab","idAttribute":"h_06388d1e55"},{"type":"orderedNestedList","text":"1. Navigate to \u003cb\u003eFinancials \u0026gt; Invoices\u003c/b\u003e.\n2. Click on \u003cb\u003e+ Invoice\u003c/b\u003e.\n3. Select the client company and the budget(s) you want to invoice.","items":[{"content":[{"type":"paragraph","text":"Navigate to \u003cb\u003eFinancials \u0026gt; Invoices\u003c/b\u003e.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Click on \u003cb\u003e+ Invoice\u003c/b\u003e.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Select the client company and the budget(s) you want to invoice.","class":"no-margin"}]}]},{"type":"paragraph","text":"\u003cb\u003eTip:\u003c/b\u003e Use filters to narrow your search and quickly find the relevant budgets.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054873077/d7937e96515edcec29771f40/Screenshot+2024-05-18+at+09_45_58.png?expires=1732401900\u0026signature=ce8fc256b221492522aa537bd3c096958f0a71750383f0f91565f1d6872efc8c\u0026req=dSAiEsF5noFYXvMW1HO4zRFWiFmfEJHBkj9jbcVfNP0WFOQ17ieKdMXAlWbG%0A1rtkP7er4AvifnKOmLQ%3D%0A","width":2936,"height":1174},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"2) Quick Add","idAttribute":"h_61b358be2c"},{"type":"orderedNestedList","text":"1. Click the \u003cb\u003e\"+\"\u003c/b\u003e icon from anywhere in the app to access the Quick Add menu.\n2. Select \u003cb\u003eInvoice\u003c/b\u003e.\n3. Manually select the client company and the budget for the invoice.","items":[{"content":[{"type":"paragraph","text":"Click the \u003cb\u003e\"+\"\u003c/b\u003e icon from anywhere in the app to access the Quick Add menu.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Select \u003cb\u003eInvoice\u003c/b\u003e.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Manually select the client company and the budget for the invoice.","class":"no-margin"}]}]},{"type":"paragraph","text":"\u003cb\u003eTip:\u003c/b\u003e Pin the Invoice option in Quick Add for easier access in the future.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054873881/efc7f97677c52632f2d2330f/Screenshot+2024-05-18+at+09_47_54.png?expires=1732401900\u0026signature=169a70fff5980617cf7cb0e273c852eaf2502b1fc1461d166a2212b596964ef1\u0026req=dSAiEsF5nolXWPMW1HO4zbmlsq56e5JBxCuR74%2BfweHEef3S5tQcykaKkmE0%0ApBFClbts0f1siLUDrt8%3D%0A","width":2924,"height":1146},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"3) From a Project","idAttribute":"h_3c32cebaaa"},{"type":"orderedNestedList","text":"1. Open a project and go to the \u003cb\u003eInvoices\u003c/b\u003e tab.\n2. Click \u003cb\u003e+ Invoice\u003c/b\u003e.\n3. Select the budget(s) you want to invoice.","items":[{"content":[{"type":"paragraph","text":"Open a project and go to the \u003cb\u003eInvoices\u003c/b\u003e tab.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Click \u003cb\u003e+ Invoice\u003c/b\u003e.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Select the budget(s) you want to invoice.","class":"no-margin"}]}]},{"type":"paragraph","text":"\u003cb\u003eTip\u003c/b\u003e: This method allows you to invoice multiple budgets within the same project.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054875129/391a4f17ee999e97b0c4da86/Screenshot+2024-05-18+at+09_51_10.png?expires=1732401900\u0026signature=79ec428681e5399a0c616ef54b1786c42bf21b1237bf7698343444a5e4d5bfa5\u0026req=dSAiEsF5mIBdUPMW1HO4zbys0hrP6IIsUj0npCMy2PkTzeQONwZpgXHP7uLK%0A7cPZzA2WTewOizfthN4%3D%0A","width":2924,"height":1452},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"4) From a Budget","idAttribute":"h_aadf6c1b12"},{"type":"orderedNestedList","text":"1. Open the budget you want to invoice.\n2. Use one of the following methods:\n - Click the \u003cb\u003e\"New invoice\"\u003c/b\u003e hyperlink in the Invoicing section of the main budget overview.\n \n \n \n - Navigate to the budget's \u003cb\u003eInvoicing\u003c/b\u003e tab and click \u003cb\u003e+ Invoice\u003c/b\u003e.\n \n","items":[{"content":[{"type":"paragraph","text":"Open the budget you want to invoice.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Use one of the following methods:","class":"no-margin"},{"type":"unorderedNestedList","text":"- Click the \u003cb\u003e\"New invoice\"\u003c/b\u003e hyperlink in the Invoicing section of the main budget overview.\n \n \n \n- Navigate to the budget's \u003cb\u003eInvoicing\u003c/b\u003e tab and click \u003cb\u003e+ Invoice\u003c/b\u003e.\n \n","items":[{"content":[{"type":"paragraph","text":"Click the \u003cb\u003e\"New invoice\"\u003c/b\u003e hyperlink in the Invoicing section of the main budget overview.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054875765/73865a59ed20e55a3a19eca0/Screenshot+2024-05-18+at+09_53_22.png?expires=1732401900\u0026signature=8961a432baf4148725723d62f86e2d2a7230911aaf1b8a3a4584de16031b3f8f\u0026req=dSAiEsF5mIZZXPMW1HO4zbVNhK4kCsTzsbOxYYrBBJQd8pzuRSHDCAQLD9EP%0Ac%2Bo%2F%0A","width":2920,"height":1448},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Navigate to the budget's \u003cb\u003eInvoicing\u003c/b\u003e tab and click \u003cb\u003e+ Invoice\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054876116/a154e85cb25bc6d7dbe63db5/Screenshot+2024-05-18+at+09_54_18.png?expires=1732401900\u0026signature=cfe8f1594338f404c4f07e03f89401dbcf2664f49173ce85f2c49d00a0d4cf16\u0026req=dSAiEsF5m4BeX%2FMW1HO4zfentCCd3W371Xbq2Fe7hWQGNxFvV3Vculb0tJks%0A23Tl%0A","width":2910,"height":1150}]}]}]}]},{"type":"paragraph","text":"\u003cb\u003eTip\u003c/b\u003e: Both methods allow you to create an invoice for multiple budgets if needed!","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Selecting the Client and Budget","idAttribute":"h_0fa015cbad"},{"type":"unorderedNestedList","text":"- If you are creating the invoice from the \u003cb\u003eFinancials tab\u003c/b\u003e or through \u003cb\u003eQuick Add\u003c/b\u003e, the next step is to \u003cb\u003eselect the client you are invoicing\u003c/b\u003e. ","items":[{"content":[{"type":"paragraph","text":"If you are creating the invoice from the \u003cb\u003eFinancials tab\u003c/b\u003e or through \u003cb\u003eQuick Add\u003c/b\u003e, the next step is to \u003cb\u003eselect the client you are invoicing\u003c/b\u003e. ","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1116307158/d8a35f68fd0991b7f212745d/Screenshot+2024-07-17+at+14_05_00.png?expires=1732401900\u0026signature=cef824c486042339e3f5364b62b7269ecd906f694edefd0705530a5d357686eb\u0026req=dSEmEMp%2BmoBaUfMW1HO4zR77WA7LTP4wMwvCK1e%2BAYhVSBMKckHNGV9mMWZi%0AwIhhWQ%2BaQPkSwUrGE2s%3D%0A","width":1564,"height":1200,"displayWidth":450,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"unorderedNestedList","text":"- Creating the invoice from a budget or project will cover the previous step, so the next step is to \u003cb\u003echoose the budget(s)\u003c/b\u003e you want to use as the basis for the invoice. \n \n \n ","items":[{"content":[{"type":"paragraph","text":"Creating the invoice from a budget or project will cover the previous step, so the next step is to \u003cb\u003echoose the budget(s)\u003c/b\u003e you want to use as the basis for the invoice. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1116308178/9d2b6bb6f271d1b03a9db773/Screenshot+2024-07-17+at+14_05_50.png?expires=1732401900\u0026signature=ba453dec1258bbe5e9d0739322503b70a70086c5071e4a3dfb157191d7299b7b\u0026req=dSEmEMp%2BlYBYUfMW1HO4zbfDEF%2F3t%2BzaTI0qLrlgd7RGBe1ut21R5egRD4u0%0A75Lq%0A","width":2928,"height":1126},{"type":"paragraph","text":" ","class":"no-margin"}]}]},{"type":"unorderedNestedList","text":"- This will take you to the next step: creating \u003ca href=\"https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts\"\u003eyour invoice draft\u003c/a\u003e.","items":[{"content":[{"type":"paragraph","text":"This will take you to the next step: creating \u003ca href=\"https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts\"\u003eyour invoice draft\u003c/a\u003e.","class":"no-margin"}]}]}],"collectionId":"8956111","description":"Create invoices from projects, budgets, Financials, or Quick Add. Explore various invoicing methods to suit your needs.","id":"100507","lastUpdated":"Updated over 4 months ago","relatedArticles":[{"title":"How to Create a New Budget","url":"https://help.productive.io/en/articles/2179588-how-to-create-a-new-budget"},{"title":"Combining Multiple Budgets into a Single Invoice","url":"https://help.productive.io/en/articles/3577714-combining-multiple-budgets-into-a-single-invoice"},{"title":"Creating Partial Invoices","url":"https://help.productive.io/en/articles/6065187-creating-partial-invoices"},{"title":"Standalone Budgets: No Project Required","url":"https://help.productive.io/en/articles/8306385-standalone-budgets-no-project-required"},{"title":"Automating Invoice Creation","url":"https://help.productive.io/en/articles/9997575-automating-invoice-creation"}],"targetUserType":"everyone","title":"How to Create an 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