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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">Access and Manage All Your Invoices</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">Access and Manage All Your Invoices</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Learn how to find, filter, and manage all your invoices in Productive.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <!-- -->Updated over 3 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 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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_82f43f73d1" href="#h_82f43f73d1" 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-4"><a id="#h_f666fb6ba6" href="#h_f666fb6ba6" 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></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>Keeping track of all your invoices in Productive is straightforward and efficient. Whether you need to review invoices for a <b>specific project</b>, filter them by <b>budget</b>, or customize your <b>view</b> to match your workflow, Productive has you covered. </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>This guide will show you where to find all your invoices and how to optimize your invoice management process.</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_ee40f46e0d">Finding All Invoices</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>All of your invoices can be easily accessed by navigating to <b>Financials </b>><b> Invoices</b> in the main navigation. </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/1155885581/118ed1a406bbdcc8499b2f52/Screenshot+2024-08-23+at+15_52_48.png?expires=1732396500&signature=00d67dd7a99d8fec4e24585866482fd652baf4e6175c73ed9ad4ac023e00a155&req=dSEiE8F2mIRXWPMW1HO4zZ7MMDht2TRe4ZJcD7opBWdPmfdBEuMrAhqfXVrq%0As06VMP3%2FxwnXt5hMhJw%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1155885581/118ed1a406bbdcc8499b2f52/Screenshot+2024-08-23+at+15_52_48.png?expires=1732396500&signature=00d67dd7a99d8fec4e24585866482fd652baf4e6175c73ed9ad4ac023e00a155&req=dSEiE8F2mIRXWPMW1HO4zZ7MMDht2TRe4ZJcD7opBWdPmfdBEuMrAhqfXVrq%0As06VMP3%2FxwnXt5hMhJw%3D%0A" width="2934" height="1276"/></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>This section provides a comprehensive list of all your invoices, allowing you to manage and track them effortlessly.</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_b89957eea6">Filtering Invoices</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In the <b>Invoices</b> section, you can filter your invoices based on various criteria such as dates, budget, project, company, and custom fields.</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>This makes it easier to find the exact invoices you're looking for, even in large lists.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1155889423/3497df7d5a5270cd331e3c2b/Screenshot+2024-08-23+at+15_56_38.png?expires=1732396500&signature=b278f671a0760abe2c4b17207f28def27e6723cd2148a21030f8aab5e8b53fec&req=dSEiE8F2lIVdWvMW1HO4zdwUb72UM7HSdiJ07ASgFWG8KD3Q8ckc4O3rDhS4%0AM57B5I2Uedv%2BoVA8J50%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1155889423/3497df7d5a5270cd331e3c2b/Screenshot+2024-08-23+at+15_56_38.png?expires=1732396500&signature=b278f671a0760abe2c4b17207f28def27e6723cd2148a21030f8aab5e8b53fec&req=dSEiE8F2lIVdWvMW1HO4zdwUb72UM7HSdiJ07ASgFWG8KD3Q8ckc4O3rDhS4%0AM57B5I2Uedv%2BoVA8J50%3D%0A" width="2934" height="1444"/></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_eccdc72c26">Customizing Your View</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Customize the invoice view to fit your needs by adjusting the columns displayed. You can include columns that align with your specific requirements, such as <b>due dates</b>, <b>amounts</b>, or <b>statuses</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>Once you've set up a view you like, <b>save it for future use</b> to simplify your workflow.</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/1155891784/504062699a9ceba335372eeb/Screenshot+2024-08-23+at+15_58_26.png?expires=1732396500&signature=ecf3d4295f36a4889f907b70596b40530ca832f1ea40844c48f0c7ec64d67156&req=dSEiE8F3nIZXXfMW1HO4zVWEsOYLTt3Qrn5iCvxFowLVYqVAbxuxNL84RxOm%0Ac11UcZN3GJ2ntFq%2BEdk%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1155891784/504062699a9ceba335372eeb/Screenshot+2024-08-23+at+15_58_26.png?expires=1732396500&signature=ecf3d4295f36a4889f907b70596b40530ca832f1ea40844c48f0c7ec64d67156&req=dSEiE8F3nIZXXfMW1HO4zVWEsOYLTt3Qrn5iCvxFowLVYqVAbxuxNL84RxOm%0Ac11UcZN3GJ2ntFq%2BEdk%3D%0A" width="2940" height="702"/></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_82f43f73d1">Viewing Project-Specific Invoices</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you need to view invoices for a specific project, simply navigate to that project and click on the <b>Invoices</b> tab. </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>This will filter the list to show only the invoices associated with that project, providing a focused view of your financials for that project.</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/1155898190/242934b80483976b1013c903/Screenshot+2024-08-23+at+16_03_42.png?expires=1732396500&signature=2103e79c7c84604082a18ae24eca9511d234fca6927ad97e4a2854c95d5ece58&req=dSEiE8F3lYBWWfMW1HO4zfBfM1GgevimWerw9YvD6F%2FK%2F063wxw7JhX9xfJg%0ACI0rb1AxZ0chFdi4sfg%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1155898190/242934b80483976b1013c903/Screenshot+2024-08-23+at+16_03_42.png?expires=1732396500&signature=2103e79c7c84604082a18ae24eca9511d234fca6927ad97e4a2854c95d5ece58&req=dSEiE8F3lYBWWfMW1HO4zfBfM1GgevimWerw9YvD6F%2FK%2F063wxw7JhX9xfJg%0ACI0rb1AxZ0chFdi4sfg%3D%0A" width="2934" height="1310"/></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_f666fb6ba6">Viewing Budget-Specific Invoices</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you need to view invoices for a specific budget, simply navigate to that budget and click on the <b>Invoices</b> tab. <br/><br/>This will filter the list to show only the invoices associated with that budget (finalized and drafts), providing an even more focused view of your financials.</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/1155900865/a07f6a01ff531c8cd63a9cc6/Screenshot+2024-08-23+at+16_06_19.png?expires=1732396500&signature=cae05dc8f9abd83fc0593f1e7e12f7dbde9cbd75322a6defee3521bc88cba918&req=dSEiE8B%2BnYlZXPMW1HO4zV%2B3MH7ooai9uL2kVOpYAJH6%2BS%2BqURWUPJt2c%2B8q%0AQinftpbFZAvx8kn7Q3w%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1155900865/a07f6a01ff531c8cd63a9cc6/Screenshot+2024-08-23+at+16_06_19.png?expires=1732396500&signature=cae05dc8f9abd83fc0593f1e7e12f7dbde9cbd75322a6defee3521bc88cba918&req=dSEiE8B%2BnYlZXPMW1HO4zV%2B3MH7ooai9uL2kVOpYAJH6%2BS%2BqURWUPJt2c%2B8q%0AQinftpbFZAvx8kn7Q3w%3D%0A" width="2912" height="1004"/></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 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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":"2bbccaa9-40a5-42eb-ba08-f972cb6c4ce5","role":"visitor_role"},"articleContent":{"articleId":"2179656","author":null,"blocks":[{"type":"paragraph","text":"Keeping track of all your invoices in Productive is straightforward and efficient. Whether you need to review invoices for a \u003cb\u003especific project\u003c/b\u003e, filter them by \u003cb\u003ebudget\u003c/b\u003e, or customize your \u003cb\u003eview\u003c/b\u003e to match your workflow, Productive has you covered. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This guide will show you where to find all your invoices and how to optimize your invoice management process.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Finding All Invoices","idAttribute":"h_ee40f46e0d"},{"type":"paragraph","text":"All of your invoices can be easily accessed by navigating to \u003cb\u003eFinancials \u003c/b\u003e\u0026gt;\u003cb\u003e Invoices\u003c/b\u003e in the main navigation. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1155885581/118ed1a406bbdcc8499b2f52/Screenshot+2024-08-23+at+15_52_48.png?expires=1732396500\u0026signature=00d67dd7a99d8fec4e24585866482fd652baf4e6175c73ed9ad4ac023e00a155\u0026req=dSEiE8F2mIRXWPMW1HO4zZ7MMDht2TRe4ZJcD7opBWdPmfdBEuMrAhqfXVrq%0As06VMP3%2FxwnXt5hMhJw%3D%0A","width":2934,"height":1276},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This section provides a comprehensive list of all your invoices, allowing you to manage and track them effortlessly.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Filtering Invoices","idAttribute":"h_b89957eea6"},{"type":"paragraph","text":"In the \u003cb\u003eInvoices\u003c/b\u003e section, you can filter your invoices based on various criteria such as dates, budget, project, company, and custom fields.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This makes it easier to find the exact invoices you're looking for, even in large lists.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1155889423/3497df7d5a5270cd331e3c2b/Screenshot+2024-08-23+at+15_56_38.png?expires=1732396500\u0026signature=b278f671a0760abe2c4b17207f28def27e6723cd2148a21030f8aab5e8b53fec\u0026req=dSEiE8F2lIVdWvMW1HO4zdwUb72UM7HSdiJ07ASgFWG8KD3Q8ckc4O3rDhS4%0AM57B5I2Uedv%2BoVA8J50%3D%0A","width":2934,"height":1444},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Customizing Your View","idAttribute":"h_eccdc72c26"},{"type":"paragraph","text":"Customize the invoice view to fit your needs by adjusting the columns displayed. You can include columns that align with your specific requirements, such as \u003cb\u003edue dates\u003c/b\u003e, \u003cb\u003eamounts\u003c/b\u003e, or \u003cb\u003estatuses\u003c/b\u003e. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Once you've set up a view you like, \u003cb\u003esave it for future use\u003c/b\u003e to simplify your workflow.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1155891784/504062699a9ceba335372eeb/Screenshot+2024-08-23+at+15_58_26.png?expires=1732396500\u0026signature=ecf3d4295f36a4889f907b70596b40530ca832f1ea40844c48f0c7ec64d67156\u0026req=dSEiE8F3nIZXXfMW1HO4zVWEsOYLTt3Qrn5iCvxFowLVYqVAbxuxNL84RxOm%0Ac11UcZN3GJ2ntFq%2BEdk%3D%0A","width":2940,"height":702},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Viewing Project-Specific Invoices","idAttribute":"h_82f43f73d1"},{"type":"paragraph","text":"If you need to view invoices for a specific project, simply navigate to that project and click on the \u003cb\u003eInvoices\u003c/b\u003e tab. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This will filter the list to show only the invoices associated with that project, providing a focused view of your financials for that project.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1155898190/242934b80483976b1013c903/Screenshot+2024-08-23+at+16_03_42.png?expires=1732396500\u0026signature=2103e79c7c84604082a18ae24eca9511d234fca6927ad97e4a2854c95d5ece58\u0026req=dSEiE8F3lYBWWfMW1HO4zfBfM1GgevimWerw9YvD6F%2FK%2F063wxw7JhX9xfJg%0ACI0rb1AxZ0chFdi4sfg%3D%0A","width":2934,"height":1310},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Viewing Budget-Specific Invoices","idAttribute":"h_f666fb6ba6"},{"type":"paragraph","text":"If you need to view invoices for a specific budget, simply navigate to that budget and click on the \u003cb\u003eInvoices\u003c/b\u003e tab. \u003cbr\u003e\u003cbr\u003eThis will filter the list to show only the invoices associated with that budget (finalized and drafts), providing an even more focused view of your financials.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1155900865/a07f6a01ff531c8cd63a9cc6/Screenshot+2024-08-23+at+16_06_19.png?expires=1732396500\u0026signature=cae05dc8f9abd83fc0593f1e7e12f7dbde9cbd75322a6defee3521bc88cba918\u0026req=dSEiE8B%2BnYlZXPMW1HO4zV%2B3MH7ooai9uL2kVOpYAJH6%2BS%2BqURWUPJt2c%2B8q%0AQinftpbFZAvx8kn7Q3w%3D%0A","width":2912,"height":1004}],"collectionId":"8956111","description":"Learn how to find, filter, and manage all your invoices in Productive.","id":"100979","lastUpdated":"Updated over 3 months ago","relatedArticles":[{"title":"Managing Clients on a Project","url":"https://help.productive.io/en/articles/2179592-managing-clients-on-a-project"},{"title":"How to Create an 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