CINXE.COM

<!DOCTYPE html><html lang="en"><head><meta charSet="utf-8" data-next-head=""/><title data-next-head="">Automating Invoice Creation | Productive Help Center</title><meta property="og:title" content="Automating Invoice Creation | Productive Help Center" data-next-head=""/><meta name="twitter:title" content="Automating Invoice Creation | Productive Help Center" data-next-head=""/><meta property="og:description" content="Learn how to automate invoice creation based on budget updates, simplifying your invoicing process with Productive." data-next-head=""/><meta name="twitter:description" content="Learn how to automate invoice creation based on budget updates, simplifying your invoicing process with Productive." data-next-head=""/><meta name="description" content="Learn how to automate invoice creation based on budget updates, simplifying your invoicing process with Productive." data-next-head=""/><meta property="og:type" content="article" data-next-head=""/><meta name="robots" content="all" data-next-head=""/><meta name="viewport" content="width=device-width, initial-scale=1" data-next-head=""/><link href="https://intercom.help/productive/assets/favicon" rel="icon" data-next-head=""/><link rel="canonical" href="https://help.productive.io/en/articles/9997575-automating-invoice-creation" data-next-head=""/><link rel="alternate" href="https://help.productive.io/en/articles/9997575-automating-invoice-creation" hrefLang="en" data-next-head=""/><link rel="alternate" href="https://help.productive.io/en/articles/9997575-automating-invoice-creation" hrefLang="x-default" data-next-head=""/><link nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" rel="preload" href="https://static.intercomassets.com/_next/static/css/02742ed7dc6dee08.css" as="style"/><link nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" rel="stylesheet" href="https://static.intercomassets.com/_next/static/css/02742ed7dc6dee08.css" data-n-g=""/><noscript data-n-css="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM="></noscript><script defer="" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" nomodule="" src="https://static.intercomassets.com/_next/static/chunks/polyfills-42372ed130431b0a.js"></script><script defer="" src="https://static.intercomassets.com/_next/static/chunks/9807.06bd1120513ccdff.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM="></script><script src="https://static.intercomassets.com/_next/static/chunks/webpack-419405815d68ca74.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/framework-c2b23989aabf8846.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/main-f1052d0773c47c55.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/pages/_app-597349e46f8fbe07.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/da8cbcf2-515374c1b53e94b9.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/7833-df2988330df11b54.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/8277-c9f765c885eef948.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/639-4cba3a85bc80cea4.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/2266-6ece4d4ecd5a090f.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/6408-1b0e182947803382.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/pages/%5BhelpCenterIdentifier%5D/%5Blocale%5D/articles/%5BarticleSlug%5D-f23178055b57ca92.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/aPweG0a0_1x27RPUgNwh8/_buildManifest.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><script src="https://static.intercomassets.com/_next/static/aPweG0a0_1x27RPUgNwh8/_ssgManifest.js" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=" defer=""></script><meta name="sentry-trace" content="8a8344f675570e35b1f15c9c2697cfc4-14fd0479e51135a8-0"/><meta name="baggage" content="sentry-environment=production,sentry-release=aPweG0a0_1x27RPUgNwh8,sentry-public_key=187f842308a64dea9f1f64d4b1b9c298,sentry-trace_id=8a8344f675570e35b1f15c9c2697cfc4,sentry-sampled=false"/><style id="__jsx-37099432">:root{--body-bg: rgb(255, 255, 255); --body-image: none; --body-bg-rgb: 255, 255, 255; --body-border: rgb(230, 230, 230); --body-primary-color: #1a1a1a; --body-secondary-color: #737373; --body-reaction-bg: rgb(242, 242, 242); --body-reaction-text-color: rgb(64, 64, 64); --body-toc-active-border: #737373; --body-toc-inactive-border: #f2f2f2; --body-toc-inactive-color: #737373; --body-toc-active-font-weight: 400; --body-table-border: rgb(204, 204, 204); --body-color: hsl(0, 0%, 0%); --footer-bg: rgb(255, 255, 255); --footer-image: none; --footer-border: rgb(230, 230, 230); --footer-color: hsl(256, 100%, 34%); --header-bg: rgb(45, 0, 173); --header-image: none; --header-color: hsl(0, 0%, 100%); --collection-card-bg: rgb(255, 255, 255); --collection-card-image: none; --collection-card-color: hsl(256, 100%, 34%); --card-bg: rgb(255, 255, 255); --card-border-color: rgb(230, 230, 230); --card-border-inner-radius: 6px; --card-border-radius: 8px; --card-shadow: 0 1px 2px 0 rgb(0 0 0 / 0.05); --search-bar-border-radius: 10px; --search-bar-width: 100%; --ticket-blue-bg-color: #dce1f9; --ticket-blue-text-color: #334bfa; --ticket-green-bg-color: #d7efdc; --ticket-green-text-color: #0f7134; --ticket-orange-bg-color: #ffebdb; --ticket-orange-text-color: #b24d00; --header-height: 245px; --header-subheader-background-color: #000000; --header-subheader-font-color: #FFFFFF; --content-block-bg: rgb(255, 255, 255); --content-block-image: none; --content-block-color: hsl(0, 0%, 10%); --content-block-button-bg: rgb(51, 75, 250); --content-block-button-image: none; --content-block-button-color: hsl(0, 0%, 100%); --content-block-button-radius: 6px; --primary-color: hsl(256, 100%, 34%); --primary-color-alpha-10: hsla(256, 100%, 34%, 0.1); --primary-color-alpha-60: hsla(256, 100%, 34%, 0.6); --text-on-primary-color: #ffffff}</style><style id="__jsx-2094555375">:root{--font-family-primary: system-ui, "Segoe UI", "Roboto", "Helvetica", "Arial", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"}</style><style id="__jsx-2605255833">:root{--font-family-secondary: system-ui, "Segoe UI", "Roboto", "Helvetica", "Arial", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"}</style><style id="__jsx-73269029ea53bf4f">.fade-background.jsx-73269029ea53bf4f{background:-webkit-radial-gradient(50%0%,333.38%100%,rgba(var(--body-bg-rgb),0)0%,rgba(var(--body-bg-rgb),.00925356)11.67%,rgba(var(--body-bg-rgb),.0337355)21.17%,rgba(var(--body-bg-rgb),.0718242)28.85%,rgba(var(--body-bg-rgb),.121898)35.03%,rgba(var(--body-bg-rgb),.182336)40.05%,rgba(var(--body-bg-rgb),.251516)44.25%,rgba(var(--body-bg-rgb),.327818)47.96%,rgba(var(--body-bg-rgb),.409618)51.51%,rgba(var(--body-bg-rgb),.495297)55.23%,rgba(var(--body-bg-rgb),.583232)59.47%,rgba(var(--body-bg-rgb),.671801)64.55%,rgba(var(--body-bg-rgb),.759385)70.81%,rgba(var(--body-bg-rgb),.84436)78.58%,rgba(var(--body-bg-rgb),.9551)88.2%,rgba(var(--body-bg-rgb),1)100%),var(--header-image),var(--header-bg);background:-moz-radial-gradient(50%0%,333.38%100%,rgba(var(--body-bg-rgb),0)0%,rgba(var(--body-bg-rgb),.00925356)11.67%,rgba(var(--body-bg-rgb),.0337355)21.17%,rgba(var(--body-bg-rgb),.0718242)28.85%,rgba(var(--body-bg-rgb),.121898)35.03%,rgba(var(--body-bg-rgb),.182336)40.05%,rgba(var(--body-bg-rgb),.251516)44.25%,rgba(var(--body-bg-rgb),.327818)47.96%,rgba(var(--body-bg-rgb),.409618)51.51%,rgba(var(--body-bg-rgb),.495297)55.23%,rgba(var(--body-bg-rgb),.583232)59.47%,rgba(var(--body-bg-rgb),.671801)64.55%,rgba(var(--body-bg-rgb),.759385)70.81%,rgba(var(--body-bg-rgb),.84436)78.58%,rgba(var(--body-bg-rgb),.9551)88.2%,rgba(var(--body-bg-rgb),1)100%),var(--header-image),var(--header-bg);background:-o-radial-gradient(50%0%,333.38%100%,rgba(var(--body-bg-rgb),0)0%,rgba(var(--body-bg-rgb),.00925356)11.67%,rgba(var(--body-bg-rgb),.0337355)21.17%,rgba(var(--body-bg-rgb),.0718242)28.85%,rgba(var(--body-bg-rgb),.121898)35.03%,rgba(var(--body-bg-rgb),.182336)40.05%,rgba(var(--body-bg-rgb),.251516)44.25%,rgba(var(--body-bg-rgb),.327818)47.96%,rgba(var(--body-bg-rgb),.409618)51.51%,rgba(var(--body-bg-rgb),.495297)55.23%,rgba(var(--body-bg-rgb),.583232)59.47%,rgba(var(--body-bg-rgb),.671801)64.55%,rgba(var(--body-bg-rgb),.759385)70.81%,rgba(var(--body-bg-rgb),.84436)78.58%,rgba(var(--body-bg-rgb),.9551)88.2%,rgba(var(--body-bg-rgb),1)100%),var(--header-image),var(--header-bg);background:radial-gradient(333.38%100%at 50%0%,rgba(var(--body-bg-rgb),0)0%,rgba(var(--body-bg-rgb),.00925356)11.67%,rgba(var(--body-bg-rgb),.0337355)21.17%,rgba(var(--body-bg-rgb),.0718242)28.85%,rgba(var(--body-bg-rgb),.121898)35.03%,rgba(var(--body-bg-rgb),.182336)40.05%,rgba(var(--body-bg-rgb),.251516)44.25%,rgba(var(--body-bg-rgb),.327818)47.96%,rgba(var(--body-bg-rgb),.409618)51.51%,rgba(var(--body-bg-rgb),.495297)55.23%,rgba(var(--body-bg-rgb),.583232)59.47%,rgba(var(--body-bg-rgb),.671801)64.55%,rgba(var(--body-bg-rgb),.759385)70.81%,rgba(var(--body-bg-rgb),.84436)78.58%,rgba(var(--body-bg-rgb),.9551)88.2%,rgba(var(--body-bg-rgb),1)100%),var(--header-image),var(--header-bg);-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;background-position-x:center}</style><style id="__jsx-27f84a20f81f6ce9">.table-of-contents::-webkit-scrollbar{width:8px}.table-of-contents::-webkit-scrollbar-thumb{background-color:#f2f2f2;-webkit-border-radius:8px;-moz-border-radius:8px;border-radius:8px}</style><style id="__jsx-a49d9ef8a9865a27">.table_of_contents.jsx-a49d9ef8a9865a27{max-width:260px;min-width:260px}</style><style id="__jsx-62724fba150252e0">.related_articles section a{color:initial}</style><style id="__jsx-ef86202475c6562f">.article_body a{color:var(--primary-color)}article a.intercom-h2b-button{background-color:var(--primary-color);border:0}.zendesk-article table{overflow-x:scroll!important;display:block!important;height:auto!important}.intercom-interblocks-unordered-nested-list ul,.intercom-interblocks-ordered-nested-list ol{margin-top:16px;margin-bottom:16px}.intercom-interblocks-unordered-nested-list ul .intercom-interblocks-unordered-nested-list ul,.intercom-interblocks-unordered-nested-list ul .intercom-interblocks-ordered-nested-list ol,.intercom-interblocks-ordered-nested-list ol .intercom-interblocks-ordered-nested-list ol,.intercom-interblocks-ordered-nested-list ol .intercom-interblocks-unordered-nested-list ul{margin-top:0;margin-bottom:0}.intercom-interblocks-image a:focus{outline-offset:3px}</style></head><body><div id="__next"><div dir="ltr" class="h-full w-full"><a href="#main-content" class="sr-only">Skip to main content</a><main class="header__lite"><header id="header" data-testid="header" class="jsx-73269029ea53bf4f flex flex-col text-header-color"><div class="jsx-73269029ea53bf4f relative flex grow flex-col mb-9 bg-header-bg bg-header-image bg-cover bg-center pb-9"><div class="jsx-73269029ea53bf4f flex h-full flex-col items-center marker:shrink-0"><section class="relative flex w-full flex-col mb-6 pb-6"><div class="header__meta_wrapper flex justify-center px-5 pt-6 leading-none sm:px-10"><div class="flex items-center w-240" data-testid="subheader-container"><div class="mo__body header__site_name"><div class="header__logo"><a href="/en/"><img src="https://downloads.intercomcdn.com/i/o/555069/c46db78606979de5b10de666/1b738d52b69da9fed6134d1b044aa87d.png" height="144" alt="Productive Help Center"/></a></div></div><div><div class="flex items-center font-semibold"><div class="flex items-center md:hidden" data-testid="small-screen-children"><button class="flex items-center border-none bg-transparent px-1.5" data-testid="hamburger-menu-button" aria-label="Open menu"><svg width="24" height="24" viewBox="0 0 16 16" xmlns="http://www.w3.org/2000/svg" class="fill-current"><path d="M1.86861 2C1.38889 2 1 2.3806 1 2.85008C1 3.31957 1.38889 3.70017 1.86861 3.70017H14.1314C14.6111 3.70017 15 3.31957 15 2.85008C15 2.3806 14.6111 2 14.1314 2H1.86861Z"></path><path d="M1 8C1 7.53051 1.38889 7.14992 1.86861 7.14992H14.1314C14.6111 7.14992 15 7.53051 15 8C15 8.46949 14.6111 8.85008 14.1314 8.85008H1.86861C1.38889 8.85008 1 8.46949 1 8Z"></path><path d="M1 13.1499C1 12.6804 1.38889 12.2998 1.86861 12.2998H14.1314C14.6111 12.2998 15 12.6804 15 13.1499C15 13.6194 14.6111 14 14.1314 14H1.86861C1.38889 14 1 13.6194 1 13.1499Z"></path></svg></button><div class="fixed right-0 top-0 z-50 h-full w-full hidden" data-testid="hamburger-menu"><div class="flex h-full w-full justify-end bg-black bg-opacity-30"><div class="flex h-fit w-full flex-col bg-white opacity-100 sm:h-full sm:w-1/2"><button class="text-body-font flex items-center self-end border-none bg-transparent pr-6 pt-6" data-testid="hamburger-menu-close-button" aria-label="Close menu"><svg width="24" height="24" viewBox="0 0 16 16" xmlns="http://www.w3.org/2000/svg"><path d="M3.5097 3.5097C3.84165 3.17776 4.37984 3.17776 4.71178 3.5097L7.99983 6.79775L11.2879 3.5097C11.6198 3.17776 12.158 3.17776 12.49 3.5097C12.8219 3.84165 12.8219 4.37984 12.49 4.71178L9.20191 7.99983L12.49 11.2879C12.8219 11.6198 12.8219 12.158 12.49 12.49C12.158 12.8219 11.6198 12.8219 11.2879 12.49L7.99983 9.20191L4.71178 12.49C4.37984 12.8219 3.84165 12.8219 3.5097 12.49C3.17776 12.158 3.17776 11.6198 3.5097 11.2879L6.79775 7.99983L3.5097 4.71178C3.17776 4.37984 3.17776 3.84165 3.5097 3.5097Z"></path></svg></button><nav class="flex flex-col pl-4 text-black"><div class="relative cursor-pointer has-[:focus]:outline"><select class="peer absolute z-10 block h-6 w-full cursor-pointer opacity-0 md:text-base"><option value="/en/articles/9997575-automating-invoice-creation" class="text-black" selected="">English</option>;</select><div class="mb-10 ml-5 flex items-center gap-1 text-md hover:opacity-80 peer-hover:opacity-80 md:m-0 md:ml-3 md:text-base"><svg id="locale-picker-globe" width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" class="shrink-0" aria-hidden="true"><path d="M8 15C11.866 15 15 11.866 15 8C15 4.13401 11.866 1 8 1C4.13401 1 1 4.13401 1 8C1 11.866 4.13401 15 8 15Z" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M8 15C9.39949 15 10.534 11.866 10.534 8C10.534 4.13401 9.39949 1 8 1C6.60051 1 5.466 4.13401 5.466 8C5.466 11.866 6.60051 15 8 15Z" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M1.448 5.75989H14.524" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M1.448 10.2402H14.524" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path></svg>English<svg id="locale-picker-arrow" width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" class="shrink-0" aria-label="Change language" role="button"><path d="M5 6.5L8.00093 9.5L11 6.50187" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" aria-hidden="true"></path></svg></div></div></nav></div></div></div></div><nav class="hidden items-center md:flex" data-testid="large-screen-children"><div class="relative cursor-pointer has-[:focus]:outline"><select class="peer absolute z-10 block h-6 w-full cursor-pointer opacity-0 md:text-base"><option value="/en/articles/9997575-automating-invoice-creation" class="text-black" selected="">English</option>;</select><div class="mb-10 ml-5 flex items-center gap-1 text-md hover:opacity-80 peer-hover:opacity-80 md:m-0 md:ml-3 md:text-base"><svg id="locale-picker-globe" width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" class="shrink-0" aria-hidden="true"><path d="M8 15C11.866 15 15 11.866 15 8C15 4.13401 11.866 1 8 1C4.13401 1 1 4.13401 1 8C1 11.866 4.13401 15 8 15Z" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M8 15C9.39949 15 10.534 11.866 10.534 8C10.534 4.13401 9.39949 1 8 1C6.60051 1 5.466 4.13401 5.466 8C5.466 11.866 6.60051 15 8 15Z" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M1.448 5.75989H14.524" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M1.448 10.2402H14.524" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path></svg>English<svg id="locale-picker-arrow" width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" class="shrink-0" aria-label="Change language" role="button"><path d="M5 6.5L8.00093 9.5L11 6.50187" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" aria-hidden="true"></path></svg></div></div></nav></div></div></div></div></section><section class="relative mx-5 flex h-full w-full flex-col items-center px-5 sm:px-10"><div class="flex h-full max-w-full flex-col w-240 justify-end" data-testid="main-header-container"><div id="search-bar" class="relative w-full"><form action="/en/" autoComplete="off"><div class="flex w-full flex-col items-start"><div class="relative flex w-full sm:w-search-bar"><input type="text" autoComplete="off" class="peer w-full rounded-search-bar border border-black-alpha-8 bg-white-alpha-20 p-4 ps-12 font-secondary text-lg text-header-color shadow-search-bar outline-none transition ease-linear placeholder:text-header-color hover:bg-white-alpha-27 hover:shadow-search-bar-hover focus:border-transparent focus:bg-white focus:text-black-10 focus:shadow-search-bar-focused placeholder:focus:text-black-45" placeholder="Search for articles..." name="q" value=""/><div class="pointer-events-none absolute inset-y-0 start-0 flex items-center fill-header-color ps-5 peer-focus-visible:fill-black-45"><svg width="22" height="21" viewBox="0 0 22 21" xmlns="http://www.w3.org/2000/svg" class="fill-inherit" aria-hidden="true"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.27485 8.7001C3.27485 5.42781 5.92757 2.7751 9.19985 2.7751C12.4721 2.7751 15.1249 5.42781 15.1249 8.7001C15.1249 11.9724 12.4721 14.6251 9.19985 14.6251C5.92757 14.6251 3.27485 11.9724 3.27485 8.7001ZM9.19985 0.225098C4.51924 0.225098 0.724854 4.01948 0.724854 8.7001C0.724854 13.3807 4.51924 17.1751 9.19985 17.1751C11.0802 17.1751 12.8176 16.5627 14.2234 15.5265L19.0981 20.4013C19.5961 20.8992 20.4033 20.8992 20.9013 20.4013C21.3992 19.9033 21.3992 19.0961 20.9013 18.5981L16.0264 13.7233C17.0625 12.3176 17.6749 10.5804 17.6749 8.7001C17.6749 4.01948 13.8805 0.225098 9.19985 0.225098Z"></path></svg></div></div></div></form></div></div></section></div></div></header><div class="z-1 flex shrink-0 grow basis-auto justify-center px-5 sm:px-10"><section data-testid="main-content" id="main-content" class="max-w-full w-240"><section data-testid="article-section" class="section section__article"><div class="flex-row-reverse justify-between flex"><div class="jsx-a49d9ef8a9865a27 w-61 sticky top-8 ml-7 max-w-61 self-start max-lg:hidden mt-16"><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"><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="rotate(180)" 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 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_d0f3e60da2" href="#h_d0f3e60da2" 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-4"><a id="#h_43d3663b3f" href="#h_43d3663b3f" 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-4"><a id="#h_8d07b28f4a" href="#h_8d07b28f4a" 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_2b5b85afc6" href="#h_2b5b85afc6" 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_964ddd8f05" href="#h_964ddd8f05" 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-7"><a id="#h_1544c33b36" href="#h_1544c33b36" 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><section data-testid="toc-section-6" 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_87e49ab9cd" href="#h_87e49ab9cd" data-testid="toc-link-6" 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-7" 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_322fa46e28" href="#h_322fa46e28" data-testid="toc-link-7" 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="relative z-3 w-full lg:max-w-160 "><div class="flex pb-6 max-md:pb-2 lg:max-w-160"><div class="flex flex-wrap items-baseline pb-4 text-base"><a href="/en/" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color">All Collections</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><a href="https://help.productive.io/en/collections/38828-invoicing" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-0">Invoicing</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><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">Automating Invoice Creation</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">Automating Invoice Creation</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Learn how to automate invoice creation based on budget updates, simplifying your invoicing process with Productive.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> Updated over a month 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_d0f3e60da2" href="#h_d0f3e60da2" 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-4"><a id="#h_43d3663b3f" href="#h_43d3663b3f" 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-4"><a id="#h_8d07b28f4a" href="#h_8d07b28f4a" 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_2b5b85afc6" href="#h_2b5b85afc6" 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_964ddd8f05" href="#h_964ddd8f05" 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-7"><a id="#h_1544c33b36" href="#h_1544c33b36" 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><section data-testid="toc-section-6" 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_87e49ab9cd" href="#h_87e49ab9cd" data-testid="toc-link-6" 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-7" 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_322fa46e28" href="#h_322fa46e28" data-testid="toc-link-7" 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 simplify your invoicing process and reduce manual errors, you can set up an <a href="https://help.productive.io/en/articles/8564582-automations-general-overview">automation</a> in Productive to <b>automatically generate an invoice draft</b> when specific <b>budget conditions</b> are met. </p></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>While this article focuses on <b>automating invoice creation when a budget is marked as "Delivered,"</b> the same setup can be triggered by other budget-related events, like "Budget created" and "Budget commented on" as well.</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_d0f3e60da2">Step 1: Select the Trigger</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Start by selecting the trigger (<a href="https://help.productive.io/en/articles/8822202-setting-up-the-when-step-in-automations">the "When" step</a>) for your automation.</p></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>For this use case, choose the <b>"Budget updated"</b> trigger, which will activate the automation whenever changes occur to a budget. </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/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1217797142/556e951014bc2ddbcb7783b58c6e/Screenshot+2024-10-16+at+12_05_33.png?expires=1732397400&signature=b100e46052e29b18ba0334ccf29ba3cd1fb1ac49bb193a4a7480bb4f9da5732b&req=dSImEc53moBbW%2FMW1HO4zbnuOevwNmYf1%2BYS9id1uimLxuZNzTzv9QHO%2FxV%2F%0AIhrS3p79l8RIk4sAw24%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1217797142/556e951014bc2ddbcb7783b58c6e/Screenshot+2024-10-16+at+12_05_33.png?expires=1732397400&signature=b100e46052e29b18ba0334ccf29ba3cd1fb1ac49bb193a4a7480bb4f9da5732b&req=dSImEc53moBbW%2FMW1HO4zbnuOevwNmYf1%2BYS9id1uimLxuZNzTzv9QHO%2FxV%2F%0AIhrS3p79l8RIk4sAw24%3D%0A" width="2928" height="1464"/></a></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_43d3663b3f">Step 2: Add Conditions</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In the conditions section (<a href="https://help.productive.io/en/articles/8822219-fine-tuning-automations-with-check-if-steps">the "Check if" step</a>), set the condition<b> </b>to <b>check whether the budget status has changed to "Delivered."</b><br/>This will ensure that the automation <b>only triggers</b> when the budget reaches the "Delivered" status.<b> </b></p></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><b>Tip:</b> You can refine your automation further by adding conditions <b>based on specific companies</b> or other criteria. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For instance, if you want the automation to apply only to a certain client (e.g., "ACME"), add a condition to restrict it to that company.</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/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1217802655/eb28c534ab59c6577aece202c9ce/Screenshot+2024-10-16+at+12_10_21.png?expires=1732397400&signature=c67a02c295de5119b228fc8ab675e1bdbb54b064d819e53a1a126d322fdb4a69&req=dSImEcF%2Bn4daXPMW1HO4zXGBHledUhGFPdh6Kux77q546r%2BJ%2FuJrjhdHZIXN%0A3PJdVqm%2FgLq5Np97ANY%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1217802655/eb28c534ab59c6577aece202c9ce/Screenshot+2024-10-16+at+12_10_21.png?expires=1732397400&signature=c67a02c295de5119b228fc8ab675e1bdbb54b064d819e53a1a126d322fdb4a69&req=dSImEcF%2Bn4daXPMW1HO4zXGBHledUhGFPdh6Kux77q546r%2BJ%2FuJrjhdHZIXN%0A3PJdVqm%2FgLq5Np97ANY%3D%0A" width="2930" height="1458"/></a></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_8d07b28f4a">Step 3: Define the Action</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Next, define the action (<a href="https://help.productive.io/en/articles/8822225-completing-automations-configuring-the-then-step">the "Then" step</a>). </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Here, select <b>"Create Invoice"</b> as the action that occurs when the conditions are met.</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/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225815780/e24439c14c2a4d7c3bdcb26159cf/Screenshot+2024-10-23+at+10_51_43.png?expires=1732397400&signature=deefbc728c7ef9538572f64c96cc30b8c1c44bc8249576360f7e08b5fe2a4284&req=dSIlE8F%2FmIZXWfMW1HO4zXomZKG1W1dXch1aL3XuUHbou0Gnbb%2Bsl6N%2B%2Bbay%0AYmkmdTQuGPlgsIwXt5g%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225815780/e24439c14c2a4d7c3bdcb26159cf/Screenshot+2024-10-23+at+10_51_43.png?expires=1732397400&signature=deefbc728c7ef9538572f64c96cc30b8c1c44bc8249576360f7e08b5fe2a4284&req=dSIlE8F%2FmIZXWfMW1HO4zXomZKG1W1dXch1aL3XuUHbou0Gnbb%2Bsl6N%2B%2Bbay%0AYmkmdTQuGPlgsIwXt5g%3D%0A" width="2730" height="1472"/></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_2b5b85afc6">1. Display Services As</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>When setting up the invoice, you can customize <a href="https://help.productive.io/en/articles/9345636-optimizing-invoices-dynamic-fields-timesheets-and-email-personalization">how the line items will appear.</a> </p></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>You can use <b>dynamic fields</b> by typing "@" or clicking the "+" icon to add placeholders or input free-hand text for further customization.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225817918/3ceb928e38e6056d508db16430fc/Screenshot+2024-10-23+at+10_53_16.png?expires=1732397400&signature=1dbbbad035d3b8e816b39cace057a37ee3415de7cd33232059a27a6bafd60483&req=dSIlE8F%2FmoheUfMW1HO4zdZtJwd57aE%2F51dA6HbXF1uaZE%2B9iBvvCfgmDdXi%0AryeQxC7s7COxlO%2BHtd4%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225817918/3ceb928e38e6056d508db16430fc/Screenshot+2024-10-23+at+10_53_16.png?expires=1732397400&signature=1dbbbad035d3b8e816b39cace057a37ee3415de7cd33232059a27a6bafd60483&req=dSIlE8F%2FmoheUfMW1HO4zdZtJwd57aE%2F51dA6HbXF1uaZE%2B9iBvvCfgmDdXi%0AryeQxC7s7COxlO%2BHtd4%3D%0A" width="1928" height="1266"/></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_964ddd8f05">2. Company Details</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you've set up <b>default invoicing settings</b> for the <a href="https://help.productive.io/en/articles/2179668-adding-client-companies">client company</a>, such as payment terms, <a href="https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing-beta">tax rate</a>, <a href="https://help.productive.io/en/articles/2179665-setting-up-subsidiaries">subsidiary</a>, and invoice <a href="https://help.productive.io/en/articles/3154390-document-templates">template</a>, those details will automatically appear on your newly created invoice. </p></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><b>Note</b>: You can configure these settings under <b>CRM </b>> <b>Companies </b>><b> Edit company</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-center"><a href="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1218124497/41d55238fc5ac93696cce81f596c/Screenshot%2B2024-10-16%2Bat%2B15_23_18.png?expires=1732397400&signature=cb5a3be90530b9826fc18da9acc812f247add7052e02b9676f423bb3880e32e0&req=dSImHsh8mYVWXvMW1HO4zWMQDFVRd%2Bf5NcTYCMNZTLvQSF8gbNiD9hVGAM%2F1%0At1YPExSii57beGlkhJo%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1218124497/41d55238fc5ac93696cce81f596c/Screenshot%2B2024-10-16%2Bat%2B15_23_18.png?expires=1732397400&signature=cb5a3be90530b9826fc18da9acc812f247add7052e02b9676f423bb3880e32e0&req=dSImHsh8mYVWXvMW1HO4zWMQDFVRd%2Bf5NcTYCMNZTLvQSF8gbNiD9hVGAM%2F1%0At1YPExSii57beGlkhJo%3D%0A" width="1302" height="1582" style="width:500px"/></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>However, if these fields were left blank in the client company settings, you can manually select them at this stage.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Invoice Template</b><br/>Select the preferred <a href="https://help.productive.io/en/articles/3154390-document-templates">PDF template</a> for the invoice.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Subsidiary</b><br/>Choose the appropriate <a href="https://help.productive.io/en/articles/2179665-setting-up-subsidiaries">subsidiary</a> (defines the "Bill from" information) from the Subsidiary dropdown. Your main company is selected by default.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tax Rate</b><br/>Choose the correct <a href="https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing">tax rate</a> for the invoice. The available rates will correspond to the subsidiary chosen for the invoice.</p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225825322/146019bc66e25ae0d4b34f31b5c1/Screenshot+2024-10-23+at+10_59_55.png?expires=1732397400&signature=98795b55585b6bc00ea8ab2546d4b4a210a119b684d34fb13899ec7d27404a62&req=dSIlE8F8mIJdW%2FMW1HO4zax6XhIbl3cs8hz9%2FfpLLjHcIFGnqXf8qr6xh2s1%0AlPulMWBRGzde8EUh%2FeM%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225825322/146019bc66e25ae0d4b34f31b5c1/Screenshot+2024-10-23+at+10_59_55.png?expires=1732397400&signature=98795b55585b6bc00ea8ab2546d4b4a210a119b684d34fb13899ec7d27404a62&req=dSIlE8F8mIJdW%2FMW1HO4zax6XhIbl3cs8hz9%2FfpLLjHcIFGnqXf8qr6xh2s1%0AlPulMWBRGzde8EUh%2FeM%3D%0A" width="2712" height="1464"/></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_1544c33b36">3. Invoicing Method</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For this automation, the invoicing <a href="https://help.productive.io/en/articles/4656350-understanding-invoicing-methods">method</a> will apply <b>100% of the total budget amount.</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The invoice will be created as an <a href="https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts">invoice draft</a>.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225827027/8e0377db73623e63e65316477fb4/Screenshot+2024-10-23+at+11_01_15.png?expires=1732397400&signature=b716bab491b7223b39169482a04636f6dd60218cd1ccf25b3d7dcc358ad07cf7&req=dSIlE8F8moFdXvMW1HO4zS%2BzFzV26GSoD5Vb%2BvtZVFjm74NhGou9HBQecEp2%0Aqra0584BxxybBhz9AZo%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225827027/8e0377db73623e63e65316477fb4/Screenshot+2024-10-23+at+11_01_15.png?expires=1732397400&signature=b716bab491b7223b39169482a04636f6dd60218cd1ccf25b3d7dcc358ad07cf7&req=dSIlE8F8moFdXvMW1HO4zS%2BzFzV26GSoD5Vb%2BvtZVFjm74NhGou9HBQecEp2%0Aqra0584BxxybBhz9AZo%3D%0A" width="2682" height="1452"/></a></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><b>Important:</b> If your budget uses <b>Time and Materials billing type services</b>, ensure that all time and expenses related to the project have been fully tracked.</p></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>If no time has been logged or no expenses have been recorded, the invoice will not display any values for those services.</p></div></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_87e49ab9cd">Step 4: Test the Automation</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Once the automation is set up, <a href="https://help.productive.io/en/articles/8822236-save-and-manage-automations">save</a> and test it by changing the budget status to "Delivered."</p></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>A notification will appear in the form of <b>an automation banner,</b> confirming that the automation has been successfully triggered.</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/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225833908/399ca26cb2c5506e72efd501854d/Screenshot+2024-10-23+at+11_07_28.png?expires=1732397400&signature=470abf1c03d4e893d9805773a5f5a31d809f68101882dbc56479d06e3a3dbc6b&req=dSIlE8F9nohfUfMW1HO4zfgVPzMlKiH4%2FJN3MBqC4Sm1BDnjY1Gkn7L41Pr6%0At0sD86%2FofiUQNv%2FrH1o%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225833908/399ca26cb2c5506e72efd501854d/Screenshot+2024-10-23+at+11_07_28.png?expires=1732397400&signature=470abf1c03d4e893d9805773a5f5a31d809f68101882dbc56479d06e3a3dbc6b&req=dSIlE8F9nohfUfMW1HO4zfgVPzMlKiH4%2FJN3MBqC4Sm1BDnjY1Gkn7L41Pr6%0At0sD86%2FofiUQNv%2FrH1o%3D%0A" width="2622" height="1180"/></a></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_322fa46e28">Step 5: Check the Draft Invoice</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To view the invoice, go to the <b>Invoices</b> <b>tab</b> in the relevant budget. You’ll find a draft invoice created by the automation.</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/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225837741/8df2d23bffffc3fde2fce8296e68/Screenshot+2024-10-23+at+11_10_27.png?expires=1732397400&signature=c814ee2de1fc602859988e320967ee375f814e0e106a1c92446382951fed77a7&req=dSIlE8F9moZbWPMW1HO4zYhp3T5%2B%2FJv8iFC19KPm99qF24KNR6zxRYW9mzMM%0AwduFlLCZkTFRLTO8wfU%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225837741/8df2d23bffffc3fde2fce8296e68/Screenshot+2024-10-23+at+11_10_27.png?expires=1732397400&signature=c814ee2de1fc602859988e320967ee375f814e0e106a1c92446382951fed77a7&req=dSIlE8F9moZbWPMW1HO4zYhp3T5%2B%2FJv8iFC19KPm99qF24KNR6zxRYW9mzMM%0AwduFlLCZkTFRLTO8wfU%3D%0A" width="2920" height="974"/></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>Open the draft to review the details:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Billing Information</b><br/>The draft will include billing details based on the client’s default invoicing settings.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Amount</b><br/>The total will reflect 100% of the budget amount, including any applicable tax rates.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Invoice Issuer</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>By default, <a href="https://help.productive.io/en/articles/10032099-issuer-field-in-invoices-beta">the invoice issuer</a> will be the budget owner when creating invoices via automation. You can adjust this field here if needed.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Custom Fields</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Add any <a href="https://help.productive.io/en/articles/3729050-adding-custom-fields-to-invoices">invoice custom fields</a> for internal use.</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>After confirming that all details are correct, you can make any necessary adjustments before finalizing and sending 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/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225845953/c84548e67d4738f832287a5f0a92/Screenshot+2024-10-23+at+11_17_30.png?expires=1732397400&signature=833365336d03e890b5a4f0eeb881186a3e713351c6cef92eae3e69f0e1af39b9&req=dSIlE8F6mIhaWvMW1HO4zeqQRAUs9orlf3fAWgl%2BQ3KIM%2B3UPEIMK7zfxUBY%0A%2FoqMVs84w2uFRTrsO0o%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225845953/c84548e67d4738f832287a5f0a92/Screenshot+2024-10-23+at+11_17_30.png?expires=1732397400&signature=833365336d03e890b5a4f0eeb881186a3e713351c6cef92eae3e69f0e1af39b9&req=dSIlE8F6mIhaWvMW1HO4zeqQRAUs9orlf3fAWgl%2BQ3KIM%2B3UPEIMK7zfxUBY%0A%2FoqMVs84w2uFRTrsO0o%3D%0A" width="2938" height="1490"/></a></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/2179636-making-changes-to-an-invoice" 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">Making Changes To an Invoice</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a><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/3577714-combining-multiple-budgets-into-a-single-invoice" 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">Combining Multiple Budgets into a Single Invoice</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a><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/6069382-creating-and-managing-invoice-drafts" 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">Creating and Managing Invoice Drafts</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a><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/8822219-fine-tuning-automations-with-check-if-steps" 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">Fine-Tuning Automations with "Check if" Steps</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a><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/9374894-setting-up-and-managing-tax-rates-in-invoicing" 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">Setting up and Managing Tax Rates in Invoicing</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a></section></section></article></div></div></div></div><div class="intercom-reaction-picker -mb-4 -ml-4 -mr-4 mt-6 rounded-card sm:-mb-2 sm:-ml-1 sm:-mr-1 sm:mt-8"><div class="intercom-reaction-prompt">Did this answer your question?</div><button class="intercom-reaction" aria-label="Disappointed Reaction" tabindex="0" data-reaction-text="disappointed" aria-pressed="false"><span title="Disappointed">😞</span></button><button class="intercom-reaction" aria-label="Neutral Reaction" tabindex="0" data-reaction-text="neutral" aria-pressed="false"><span title="Neutral">😐</span></button><button class="intercom-reaction" aria-label="Smiley Reaction" tabindex="0" data-reaction-text="smiley" aria-pressed="false"><span title="Smiley">😃</span></button></div></div></div></section></section></div><footer id="footer" class="mt-24 shrink-0 bg-footer-bg px-0 py-12 text-left text-base text-footer-color"><div class="shrink-0 grow basis-auto px-5 sm:px-10"><div class="mx-auto max-w-240 sm:w-auto"><div><div class="text-center" data-testid="simple-footer-layout"><div class="align-middle text-lg text-footer-color"><a class="no-underline" href="/en/"><img data-testid="logo-img" src="https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png" alt="Productive Help Center" class="max-h-8 contrast-80 inline"/></a></div><div class="mt-10" data-testid="simple-footer-links"><div class="flex flex-row justify-center"></div><ul data-testid="social-links" class="flex flex-wrap items-center gap-4 p-0 justify-center" id="social-links"><li class="list-none align-middle"><a target="_blank" href="https://www.facebook.com/productiveio" rel="nofollow noreferrer noopener" data-testid="footer-social-link-0" class="no-underline"><img src="https://intercom.help/productive/assets/svg/icon:social-facebook/2D00AD" alt="" width="16" height="16" loading="lazy" data-testid="social-icon-facebook"/></a></li><li class="list-none align-middle"><a target="_blank" href="https://www.twitter.com/productiveio" rel="nofollow noreferrer noopener" data-testid="footer-social-link-1" class="no-underline"><img src="https://intercom.help/productive/assets/svg/icon:social-twitter/2D00AD" alt="" width="16" height="16" loading="lazy" data-testid="social-icon-twitter"/></a></li><li class="list-none align-middle"><a target="_blank" href="https://www.linkedin.com/company/productive-io/" rel="nofollow noreferrer noopener" data-testid="footer-social-link-2" class="no-underline"><img src="https://intercom.help/productive/assets/svg/icon:social-linkedin/2D00AD" alt="" width="16" height="16" loading="lazy" data-testid="social-icon-linkedin"/></a></li></ul></div></div></div></div></div></footer></main></div></div><script id="__NEXT_DATA__" type="application/json" nonce="istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=">{"props":{"pageProps":{"app":{"id":"fb4269c7d05ac700cbaddefb7bd5862f69a2b21b","messengerUrl":"https://widget.intercom.io/widget/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b","name":"Productive","poweredByIntercomUrl":"https://www.intercom.com/intercom-link?company=Productive\u0026solution=customer-support\u0026utm_campaign=intercom-link\u0026utm_content=We+run+on+Intercom\u0026utm_medium=help-center\u0026utm_referrer=http%3A%2F%2Fhelp.productive.io%2Fen%2Farticles%2F9997575-automating-invoice-creation\u0026utm_source=desktop-web","features":{"customNotFoundErrorMessage":false}},"helpCenterSite":{"customDomain":"help.productive.io","defaultLocale":"en","disableBranding":true,"externalLoginName":null,"externalLoginUrl":null,"footerContactDetails":null,"footerLinks":{"custom":[],"socialLinks":[{"iconUrl":"https://intercom.help/productive/assets/svg/icon:social-facebook","provider":"facebook","url":"https://www.facebook.com/productiveio"},{"iconUrl":"https://intercom.help/productive/assets/svg/icon:social-twitter","provider":"twitter","url":"https://www.twitter.com/productiveio"},{"iconUrl":"https://intercom.help/productive/assets/svg/icon:social-linkedin","provider":"linkedin","url":"https://www.linkedin.com/company/productive-io/"}],"linkGroups":[]},"headerLinks":[],"homeCollectionCols":2,"googleAnalyticsTrackingId":"UA-113158496-2","googleTagManagerId":null,"pathPrefixForCustomDomain":null,"seoIndexingEnabled":true,"helpCenterId":31293,"url":"https://help.productive.io","customizedFooterTextContent":null},"localeLinks":[{"id":"en","absoluteUrl":"https://help.productive.io/en/articles/9997575-automating-invoice-creation","available":true,"name":"English","selected":true,"url":"/en/articles/9997575-automating-invoice-creation"}],"requestContext":{"articleSource":null,"canonicalUrl":"https://help.productive.io/en/articles/9997575-automating-invoice-creation","headerless":false,"isDefaultDomainRequest":false,"nonce":"istjdoEXeA0I4PJEAd5R1KAzpNq88z1EcQj6I9MB0uM=","rootUrl":"/en/","sheetUserCipher":null,"type":"help-center"},"theme":{"color":"2D00AD","siteName":"Productive Help Center","headline":"","headerFontColor":"FFFFFF","logo":"https://downloads.intercomcdn.com/i/o/555069/c46db78606979de5b10de666/1b738d52b69da9fed6134d1b044aa87d.png","logoHeight":"144","header":null,"favicon":"https://intercom.help/productive/assets/favicon","locale":"en","homeUrl":"https://app.productive.io/","social":null,"urlPrefixForDefaultDomain":"https://intercom.help/productive","customDomain":"help.productive.io","customDomainUsesSsl":true,"customizationOptions":{"customizationType":1,"header":{"backgroundColor":"#2D00AD","fontColor":"#FFFFFF","fadeToEdge":false,"backgroundGradient":null,"backgroundImageId":null,"backgroundImageUrl":null},"body":{"backgroundColor":"#ffffff","fontColor":null,"fadeToEdge":null,"backgroundGradient":null,"backgroundImageId":null},"footer":{"backgroundColor":"#ffffff","fontColor":"#2D00AD","fadeToEdge":null,"backgroundGradient":null,"backgroundImageId":null,"showRichTextField":null},"layout":{"homePage":{"blocks":[{"type":"collection-list","columns":2,"template":2},{"type":"article-list","columns":2,"enabled":false,"localizedContent":[{"title":"","locale":"en","links":[{"articleId":"empty_article_slot","type":"article-link"},{"articleId":"empty_article_slot","type":"article-link"},{"articleId":"empty_article_slot","type":"article-link"},{"articleId":"empty_article_slot","type":"article-link"}]}]},{"type":"content-block","enabled":false,"columns":1},{"type":"tickets-portal-link","enabled":false}]},"collectionsPage":{"showArticleDescriptions":false},"articlePage":{},"searchPage":{}},"collectionCard":{"global":{"backgroundColor":null,"fontColor":"2D00AD","fadeToEdge":null,"backgroundGradient":null,"backgroundImageId":null,"showIcons":true,"backgroundImageUrl":null},"collections":[]},"global":{"font":{"customFontFaces":[],"primary":null,"secondary":null},"componentStyle":{"card":{"type":"bordered","borderRadius":8}},"namedComponents":{"header":{"subheader":{"enabled":false,"style":{"backgroundColor":"#000000","fontColor":"#FFFFFF"}},"style":{"height":"245px","align":"start","justify":"end"}},"searchBar":{"style":{"width":"100%","borderRadius":10}},"footer":{"type":0}},"brand":{"colors":[],"websiteUrl":""}},"contentBlock":{"blockStyle":{"backgroundColor":"#ffffff","fontColor":"#1a1a1a","fadeToEdge":null,"backgroundGradient":null,"backgroundImageId":null,"backgroundImageUrl":null},"buttonOptions":{"backgroundColor":"#334BFA","fontColor":"#ffffff","borderRadius":6},"isFullWidth":false}},"helpCenterName":"Productive 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":"1e51b619-04b0-4e6c-bda0-5f2ff5c17ad7","role":"visitor_role"},"articleContent":{"articleId":"9997575","author":null,"blocks":[{"type":"paragraph","text":"To simplify your invoicing process and reduce manual errors, you can set up an \u003ca href=\"https://help.productive.io/en/articles/8564582-automations-general-overview\"\u003eautomation\u003c/a\u003e in Productive to \u003cb\u003eautomatically generate an invoice draft\u003c/b\u003e when specific \u003cb\u003ebudget conditions\u003c/b\u003e are met. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"While this article focuses on \u003cb\u003eautomating invoice creation when a budget is marked as \"Delivered,\"\u003c/b\u003e the same setup can be triggered by other budget-related events, like \"Budget created\" and \"Budget commented on\" as well.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Step 1: Select the Trigger","idAttribute":"h_d0f3e60da2"},{"type":"paragraph","text":"Start by selecting the trigger (\u003ca href=\"https://help.productive.io/en/articles/8822202-setting-up-the-when-step-in-automations\"\u003ethe \"When\" step\u003c/a\u003e) for your automation.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"For this use case, choose the \u003cb\u003e\"Budget updated\"\u003c/b\u003e trigger, which will activate the automation whenever changes occur to a budget. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1217797142/556e951014bc2ddbcb7783b58c6e/Screenshot+2024-10-16+at+12_05_33.png?expires=1732397400\u0026signature=b100e46052e29b18ba0334ccf29ba3cd1fb1ac49bb193a4a7480bb4f9da5732b\u0026req=dSImEc53moBbW%2FMW1HO4zbnuOevwNmYf1%2BYS9id1uimLxuZNzTzv9QHO%2FxV%2F%0AIhrS3p79l8RIk4sAw24%3D%0A","width":2928,"height":1464},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Step 2: Add Conditions","idAttribute":"h_43d3663b3f"},{"type":"paragraph","text":"In the conditions section (\u003ca href=\"https://help.productive.io/en/articles/8822219-fine-tuning-automations-with-check-if-steps\"\u003ethe \"Check if\" step\u003c/a\u003e), set the condition\u003cb\u003e \u003c/b\u003eto \u003cb\u003echeck whether the budget status has changed to \"Delivered.\"\u003c/b\u003e\u003cbr\u003eThis will ensure that the automation \u003cb\u003eonly triggers\u003c/b\u003e when the budget reaches the \"Delivered\" status.\u003cb\u003e \u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eTip:\u003c/b\u003e You can refine your automation further by adding conditions \u003cb\u003ebased on specific companies\u003c/b\u003e or other criteria. ","class":"no-margin"},{"type":"paragraph","text":"For instance, if you want the automation to apply only to a certain client (e.g., \"ACME\"), add a condition to restrict it to that company.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1217802655/eb28c534ab59c6577aece202c9ce/Screenshot+2024-10-16+at+12_10_21.png?expires=1732397400\u0026signature=c67a02c295de5119b228fc8ab675e1bdbb54b064d819e53a1a126d322fdb4a69\u0026req=dSImEcF%2Bn4daXPMW1HO4zXGBHledUhGFPdh6Kux77q546r%2BJ%2FuJrjhdHZIXN%0A3PJdVqm%2FgLq5Np97ANY%3D%0A","width":2930,"height":1458},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Step 3: Define the Action","idAttribute":"h_8d07b28f4a"},{"type":"paragraph","text":"Next, define the action (\u003ca href=\"https://help.productive.io/en/articles/8822225-completing-automations-configuring-the-then-step\"\u003ethe \"Then\" step\u003c/a\u003e). ","class":"no-margin"},{"type":"paragraph","text":"Here, select \u003cb\u003e\"Create Invoice\"\u003c/b\u003e as the action that occurs when the conditions are met.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225815780/e24439c14c2a4d7c3bdcb26159cf/Screenshot+2024-10-23+at+10_51_43.png?expires=1732397400\u0026signature=deefbc728c7ef9538572f64c96cc30b8c1c44bc8249576360f7e08b5fe2a4284\u0026req=dSIlE8F%2FmIZXWfMW1HO4zXomZKG1W1dXch1aL3XuUHbou0Gnbb%2Bsl6N%2B%2Bbay%0AYmkmdTQuGPlgsIwXt5g%3D%0A","width":2730,"height":1472},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"1. Display Services As","idAttribute":"h_2b5b85afc6"},{"type":"paragraph","text":"When setting up the invoice, you can customize \u003ca href=\"https://help.productive.io/en/articles/9345636-optimizing-invoices-dynamic-fields-timesheets-and-email-personalization\"\u003ehow the line items will appear.\u003c/a\u003e ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"You can use \u003cb\u003edynamic fields\u003c/b\u003e by typing \"@\" or clicking the \"+\" icon to add placeholders or input free-hand text for further customization.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225817918/3ceb928e38e6056d508db16430fc/Screenshot+2024-10-23+at+10_53_16.png?expires=1732397400\u0026signature=1dbbbad035d3b8e816b39cace057a37ee3415de7cd33232059a27a6bafd60483\u0026req=dSIlE8F%2FmoheUfMW1HO4zdZtJwd57aE%2F51dA6HbXF1uaZE%2B9iBvvCfgmDdXi%0AryeQxC7s7COxlO%2BHtd4%3D%0A","width":1928,"height":1266},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"2. Company Details","idAttribute":"h_964ddd8f05"},{"type":"paragraph","text":"If you've set up \u003cb\u003edefault invoicing settings\u003c/b\u003e for the \u003ca href=\"https://help.productive.io/en/articles/2179668-adding-client-companies\"\u003eclient company\u003c/a\u003e, such as payment terms, \u003ca href=\"https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing-beta\"\u003etax rate\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179665-setting-up-subsidiaries\"\u003esubsidiary\u003c/a\u003e, and invoice \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003etemplate\u003c/a\u003e, those details will automatically appear on your newly created invoice. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eNote\u003c/b\u003e: You can configure these settings under \u003cb\u003eCRM \u003c/b\u003e\u0026gt; \u003cb\u003eCompanies \u003c/b\u003e\u0026gt;\u003cb\u003e Edit company\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1218124497/41d55238fc5ac93696cce81f596c/Screenshot%2B2024-10-16%2Bat%2B15_23_18.png?expires=1732397400\u0026signature=cb5a3be90530b9826fc18da9acc812f247add7052e02b9676f423bb3880e32e0\u0026req=dSImHsh8mYVWXvMW1HO4zWMQDFVRd%2Bf5NcTYCMNZTLvQSF8gbNiD9hVGAM%2F1%0At1YPExSii57beGlkhJo%3D%0A","width":1302,"height":1582,"displayWidth":500,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"However, if these fields were left blank in the client company settings, you can manually select them at this stage.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eInvoice Template\u003c/b\u003e\u003cbr\u003eSelect the preferred \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003ePDF template\u003c/a\u003e for the invoice.\n- \u003cb\u003eSubsidiary\u003c/b\u003e\u003cbr\u003eChoose the appropriate \u003ca href=\"https://help.productive.io/en/articles/2179665-setting-up-subsidiaries\"\u003esubsidiary\u003c/a\u003e (defines the \"Bill from\" information) from the Subsidiary dropdown. Your main company is selected by default.\n- \u003cb\u003eTax Rate\u003c/b\u003e\u003cbr\u003eChoose the correct \u003ca href=\"https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing\"\u003etax rate\u003c/a\u003e for the invoice. The available rates will correspond to the subsidiary chosen for the invoice.","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eInvoice Template\u003c/b\u003e\u003cbr\u003eSelect the preferred \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003ePDF template\u003c/a\u003e for the invoice.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eSubsidiary\u003c/b\u003e\u003cbr\u003eChoose the appropriate \u003ca href=\"https://help.productive.io/en/articles/2179665-setting-up-subsidiaries\"\u003esubsidiary\u003c/a\u003e (defines the \"Bill from\" information) from the Subsidiary dropdown. Your main company is selected by default.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eTax Rate\u003c/b\u003e\u003cbr\u003eChoose the correct \u003ca href=\"https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing\"\u003etax rate\u003c/a\u003e for the invoice. The available rates will correspond to the subsidiary chosen for the invoice.","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225825322/146019bc66e25ae0d4b34f31b5c1/Screenshot+2024-10-23+at+10_59_55.png?expires=1732397400\u0026signature=98795b55585b6bc00ea8ab2546d4b4a210a119b684d34fb13899ec7d27404a62\u0026req=dSIlE8F8mIJdW%2FMW1HO4zax6XhIbl3cs8hz9%2FfpLLjHcIFGnqXf8qr6xh2s1%0AlPulMWBRGzde8EUh%2FeM%3D%0A","width":2712,"height":1464},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"3. Invoicing Method","idAttribute":"h_1544c33b36"},{"type":"paragraph","text":"For this automation, the invoicing \u003ca href=\"https://help.productive.io/en/articles/4656350-understanding-invoicing-methods\"\u003emethod\u003c/a\u003e will apply \u003cb\u003e100% of the total budget amount.\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"The invoice will be created as an \u003ca href=\"https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts\"\u003einvoice draft\u003c/a\u003e.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225827027/8e0377db73623e63e65316477fb4/Screenshot+2024-10-23+at+11_01_15.png?expires=1732397400\u0026signature=b716bab491b7223b39169482a04636f6dd60218cd1ccf25b3d7dcc358ad07cf7\u0026req=dSIlE8F8moFdXvMW1HO4zS%2BzFzV26GSoD5Vb%2BvtZVFjm74NhGou9HBQecEp2%0Aqra0584BxxybBhz9AZo%3D%0A","width":2682,"height":1452},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eImportant:\u003c/b\u003e If your budget uses \u003cb\u003eTime and Materials billing type services\u003c/b\u003e, ensure that all time and expenses related to the project have been fully tracked.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"If no time has been logged or no expenses have been recorded, the invoice will not display any values for those services.","class":"no-margin"}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Step 4: Test the Automation","idAttribute":"h_87e49ab9cd"},{"type":"paragraph","text":"Once the automation is set up, \u003ca href=\"https://help.productive.io/en/articles/8822236-save-and-manage-automations\"\u003esave\u003c/a\u003e and test it by changing the budget status to \"Delivered.\"","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"A notification will appear in the form of \u003cb\u003ean automation banner,\u003c/b\u003e confirming that the automation has been successfully triggered.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225833908/399ca26cb2c5506e72efd501854d/Screenshot+2024-10-23+at+11_07_28.png?expires=1732397400\u0026signature=470abf1c03d4e893d9805773a5f5a31d809f68101882dbc56479d06e3a3dbc6b\u0026req=dSIlE8F9nohfUfMW1HO4zfgVPzMlKiH4%2FJN3MBqC4Sm1BDnjY1Gkn7L41Pr6%0At0sD86%2FofiUQNv%2FrH1o%3D%0A","width":2622,"height":1180},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Step 5: Check the Draft Invoice","idAttribute":"h_322fa46e28"},{"type":"paragraph","text":"To view the invoice, go to the \u003cb\u003eInvoices\u003c/b\u003e \u003cb\u003etab\u003c/b\u003e in the relevant budget. You’ll find a draft invoice created by the automation.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225837741/8df2d23bffffc3fde2fce8296e68/Screenshot+2024-10-23+at+11_10_27.png?expires=1732397400\u0026signature=c814ee2de1fc602859988e320967ee375f814e0e106a1c92446382951fed77a7\u0026req=dSIlE8F9moZbWPMW1HO4zYhp3T5%2B%2FJv8iFC19KPm99qF24KNR6zxRYW9mzMM%0AwduFlLCZkTFRLTO8wfU%3D%0A","width":2920,"height":974},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Open the draft to review the details:","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eBilling Information\u003c/b\u003e\u003cbr\u003eThe draft will include billing details based on the client’s default invoicing settings.\n- \u003cb\u003eAmount\u003c/b\u003e\u003cbr\u003eThe total will reflect 100% of the budget amount, including any applicable tax rates.\n- \u003cb\u003eInvoice Issuer\u003c/b\u003e\n By default, \u003ca href=\"https://help.productive.io/en/articles/10032099-issuer-field-in-invoices-beta\"\u003ethe invoice issuer\u003c/a\u003e will be the budget owner when creating invoices via automation. You can adjust this field here if needed.\n- \u003cb\u003eCustom Fields\u003c/b\u003e\n Add any \u003ca href=\"https://help.productive.io/en/articles/3729050-adding-custom-fields-to-invoices\"\u003einvoice custom fields\u003c/a\u003e for internal use.","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eBilling Information\u003c/b\u003e\u003cbr\u003eThe draft will include billing details based on the client’s default invoicing settings.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eAmount\u003c/b\u003e\u003cbr\u003eThe total will reflect 100% of the budget amount, including any applicable tax rates.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eInvoice Issuer\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"By default, \u003ca href=\"https://help.productive.io/en/articles/10032099-issuer-field-in-invoices-beta\"\u003ethe invoice issuer\u003c/a\u003e will be the budget owner when creating invoices via automation. You can adjust this field here if needed.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCustom Fields\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"Add any \u003ca href=\"https://help.productive.io/en/articles/3729050-adding-custom-fields-to-invoices\"\u003einvoice custom fields\u003c/a\u003e for internal use.","class":"no-margin"}]}]},{"type":"paragraph","text":"After confirming that all details are correct, you can make any necessary adjustments before finalizing and sending the invoice.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1225845953/c84548e67d4738f832287a5f0a92/Screenshot+2024-10-23+at+11_17_30.png?expires=1732397400\u0026signature=833365336d03e890b5a4f0eeb881186a3e713351c6cef92eae3e69f0e1af39b9\u0026req=dSIlE8F6mIhaWvMW1HO4zeqQRAUs9orlf3fAWgl%2BQ3KIM%2B3UPEIMK7zfxUBY%0A%2FoqMVs84w2uFRTrsO0o%3D%0A","width":2938,"height":1490}],"collectionId":"8956111","description":"Learn how to automate invoice creation based on budget updates, simplifying your invoicing process with Productive.","id":"10462833","lastUpdated":"Updated over a month ago","relatedArticles":[{"title":"Making Changes To an Invoice","url":"https://help.productive.io/en/articles/2179636-making-changes-to-an-invoice"},{"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 and Managing Invoice Drafts","url":"https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts"},{"title":"Fine-Tuning Automations with \"Check if\" Steps","url":"https://help.productive.io/en/articles/8822219-fine-tuning-automations-with-check-if-steps"},{"title":"Setting up and Managing Tax Rates in Invoicing","url":"https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing"}],"targetUserType":"everyone","title":"Automating Invoice Creation","showTableOfContents":true,"synced":false},"breadcrumbs":[{"url":"https://help.productive.io/en/collections/38828-invoicing","name":"Invoicing"},{"url":"https://help.productive.io/en/collections/8956111-creating-and-managing-invoices","name":"Creating and Managing Invoices"}],"selectedReaction":null,"showReactions":true,"themeCSSCustomProperties":{"--body-bg":"rgb(255, 255, 255)","--body-image":"none","--body-bg-rgb":"255, 255, 255","--body-border":"rgb(230, 230, 230)","--body-primary-color":"#1a1a1a","--body-secondary-color":"#737373","--body-reaction-bg":"rgb(242, 242, 242)","--body-reaction-text-color":"rgb(64, 64, 64)","--body-toc-active-border":"#737373","--body-toc-inactive-border":"#f2f2f2","--body-toc-inactive-color":"#737373","--body-toc-active-font-weight":400,"--body-table-border":"rgb(204, 204, 204)","--body-color":"hsl(0, 0%, 0%)","--footer-bg":"rgb(255, 255, 255)","--footer-image":"none","--footer-border":"rgb(230, 230, 230)","--footer-color":"hsl(256, 100%, 34%)","--header-bg":"rgb(45, 0, 173)","--header-image":"none","--header-color":"hsl(0, 0%, 100%)","--collection-card-bg":"rgb(255, 255, 255)","--collection-card-image":"none","--collection-card-color":"hsl(256, 100%, 34%)","--card-bg":"rgb(255, 255, 255)","--card-border-color":"rgb(230, 230, 230)","--card-border-inner-radius":"6px","--card-border-radius":"8px","--card-shadow":"0 1px 2px 0 rgb(0 0 0 / 0.05)","--search-bar-border-radius":"10px","--search-bar-width":"100%","--ticket-blue-bg-color":"#dce1f9","--ticket-blue-text-color":"#334bfa","--ticket-green-bg-color":"#d7efdc","--ticket-green-text-color":"#0f7134","--ticket-orange-bg-color":"#ffebdb","--ticket-orange-text-color":"#b24d00","--header-height":"245px","--header-subheader-background-color":"#000000","--header-subheader-font-color":"#FFFFFF","--content-block-bg":"rgb(255, 255, 255)","--content-block-image":"none","--content-block-color":"hsl(0, 0%, 10%)","--content-block-button-bg":"rgb(51, 75, 250)","--content-block-button-image":"none","--content-block-button-color":"hsl(0, 0%, 100%)","--content-block-button-radius":"6px","--primary-color":"hsl(256, 100%, 34%)","--primary-color-alpha-10":"hsla(256, 100%, 34%, 0.1)","--primary-color-alpha-60":"hsla(256, 100%, 34%, 0.6)","--text-on-primary-color":"#ffffff"},"intl":{"defaultLocale":"en","locale":"en","messages":{"layout.skip_to_main_content":"Skip to main content","article.attachment_icon":"Attachment icon","article.related_articles":"Related Articles","article.written_by":"Written by \u003cb\u003e{author}\u003c/b\u003e","article.table_of_contents":"Table of contents","breadcrumb.all_collections":"All Collections","collection.article_count.one":"{count} article","collection.article_count.other":"{count} articles","collection.articles_heading":"Articles","collection.sections_heading":"Collections","collection.written_by.one":"Written by \u003cb\u003e{author}\u003c/b\u003e","collection.written_by.two":"Written by \u003cb\u003e{author1}\u003c/b\u003e and \u003cb\u003e{author2}\u003c/b\u003e","collection.written_by.three":"Written by \u003cb\u003e{author1}\u003c/b\u003e, \u003cb\u003e{author2}\u003c/b\u003e and \u003cb\u003e{author3}\u003c/b\u003e","collection.written_by.four":"Written by \u003cb\u003e{author1}\u003c/b\u003e, \u003cb\u003e{author2}\u003c/b\u003e, \u003cb\u003e{author3}\u003c/b\u003e and 1 other","collection.written_by.other":"Written by \u003cb\u003e{author1}\u003c/b\u003e, \u003cb\u003e{author2}\u003c/b\u003e, \u003cb\u003e{author3}\u003c/b\u003e and {count} others","collection.by.one":"By {author}","collection.by.two":"By {author1} and 1 other","collection.by.other":"By {author1} and {count} others","collection.by.count_one":"1 author","collection.by.count_plural":"{count} authors","community_banner.tip":"Tip","community_banner.label":"\u003cb\u003eNeed more help?\u003c/b\u003e Get support from our {link}","community_banner.link_label":"Community Forum","community_banner.description":"Find answers and get help from Intercom Support and Community Experts","header.headline":"Advice and answers from the {appName} Team","header.menu.open":"Open menu","header.menu.close":"Close menu","locale_picker.aria_label":"Change language","not_authorized.cta":"You can try sending us a message or logging in at {link}","not_found.title":"Uh oh. That page doesn’t exist.","not_found.not_here":"That page isn’t here anymore","not_found.not_authorized":"Unable to load this article, you may need to sign in first","not_found.try_searching":"Try searching for your answer","not_found.send_a_message":"Or just send us a message","tickets_portal_bad_request.title":"No access to tickets portal","tickets_portal_bad_request.learn_more":"Learn more","tickets_portal_bad_request.send_a_message":"Please contact your admin.","no_articles.title":"Empty Help Center","no_articles.no_articles":"This Help Center doesn't have any articles or collections yet.","preview.invalid_preview":"There is no preview available for {previewType}","reaction_picker.did_this_answer_your_question":"Did this answer your question?","reaction_picker.reaction.disappointed.title":"Disappointed","reaction_picker.reaction.disappointed.aria_label":"Disappointed Reaction","reaction_picker.reaction.neutral.title":"Neutral","reaction_picker.reaction.neutral.aria_label":"Neutral Reaction","reaction_picker.reaction.smiley.title":"Smiley","reaction_picker.reaction.smiley.aria_label":"Smiley Reaction","search.box_placeholder":"Search for articles...","search.no_results":"We couldn't find any articles for:","search.clear_search":"Clear search query","search.successful":"Search results for:","search.submit_btn":"Search for articles","footer.powered_by":"We run on Intercom","footer.social.facebook":"Facebook","footer.social.linkedin":"LinkedIn","footer.social.twitter":"Twitter","tickets.title":"Tickets","tickets.company_selector_option":"{companyName}’s tickets","tickets.all_states":"All states","tickets.filters.company_tickets":"All tickets","tickets.filters.my_tickets":"Created by me","tickets.no_tickets_found":"No tickets found","tickets.navigation.home":"Home","tickets.navigation.tickets_portal":"Tickets portal","tickets.navigation.ticket_details":"Ticket #{ticketId}","tickets.view_conversation":"View conversation","tickets.send_message":"Send us a message","tickets.continue_conversation":"Continue the conversation","tickets.avatar_image.image_alt":"{firstName}’s avatar","tickets.fields.id":"Ticket ID","tickets.fields.type":"Ticket type","tickets.fields.title":"Title","tickets.fields.description":"Description","tickets.fields.created_by":"Created by","tickets.fields.email_for_notification":"You will be notified here and by email","tickets.fields.created_at":"Creation date","tickets.fields.state":"Ticket state","tickets.fields.assignee":"Assignee","tickets.link-block.title":"Tickets portal.","tickets.link-block.description":"Track the progress of all tickets related to your company.","tickets.states.submitted":"Submitted","tickets.states.in_progress":"In progress","tickets.states.waiting_on_customer":"Waiting on you","tickets.states.resolved":"Resolved","tickets.states.description.unassigned.submitted":"We will pick this up soon","tickets.states.description.assigned.submitted":"{assigneeName} will pick this up soon","tickets.states.description.unassigned.in_progress":"We are working on this!","tickets.states.description.assigned.in_progress":"{assigneeName} is working on this!","tickets.states.description.unassigned.waiting_on_customer":"We need more information from you","tickets.states.description.assigned.waiting_on_customer":"{assigneeName} needs more information from you","tickets.states.description.unassigned.resolved":"We have completed your ticket","tickets.states.description.assigned.resolved":"{assigneeName} has completed your ticket","tickets.attributes.boolean.true":"Yes","tickets.attributes.boolean.false":"No"}},"_sentryTraceData":"8a8344f675570e35b1f15c9c2697cfc4-c26c95733ddf313e-0","_sentryBaggage":"sentry-environment=production,sentry-release=aPweG0a0_1x27RPUgNwh8,sentry-public_key=187f842308a64dea9f1f64d4b1b9c298,sentry-trace_id=8a8344f675570e35b1f15c9c2697cfc4,sentry-sampled=false"},"__N_SSP":true},"page":"/[helpCenterIdentifier]/[locale]/articles/[articleSlug]","query":{"helpCenterIdentifier":"productive","locale":"en","articleSlug":"9997575-automating-invoice-creation"},"buildId":"aPweG0a0_1x27RPUgNwh8","assetPrefix":"https://static.intercomassets.com","isFallback":false,"isExperimentalCompile":false,"dynamicIds":[9807],"gssp":true,"scriptLoader":[]}</script></body></html>