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class="text-body-secondary-color">Understanding Invoicing Methods</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">Understanding Invoicing Methods</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Learn how to raise an invoice 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 5 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 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border-solid py-1.5 max-lg:border-none px-4"><a id="#h_c04ed33277" href="#h_c04ed33277" 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-4"><a id="#h_35d79908b4" href="#h_35d79908b4" 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_300eab379a" href="#h_300eab379a" 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_7a460c9eab" href="#h_7a460c9eab" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>When it comes to <b>creating your invoices</b>, Productive offers three flexible <b>invoicing methods</b> you can employ. When you're ready to send an invoice to your client, you can bill for:</p></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Uninvoiced Time and Expenses</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Remaining Amount</b> (This will be called the "Total Amount" if no previous invoices have been issued)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>A Percentage of the Total Budget Amount</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li></ol></div><div class="intercom-interblocks-callout" style="background-color:#e8e8e880;border-color:#73737633"><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1056063143/a5e15fa23602f8d9886458d1/Screenshot+2024-05-20+at+11_27_00.png?expires=1732402800&signature=574ca95d970ce4e94f0dfc48b21b615c718388d0b2b0018083eb2b58c3f10555&req=dSAiEMl4noBbWvMW1HO4zSRNdtMzVISm0H9Ddx3MgDxWJ3yh8nWhJg1nhomA%0AD%2Fz1Y%2BvxmpVXl8xgt%2FQ%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1056063143/a5e15fa23602f8d9886458d1/Screenshot+2024-05-20+at+11_27_00.png?expires=1732402800&signature=574ca95d970ce4e94f0dfc48b21b615c718388d0b2b0018083eb2b58c3f10555&req=dSAiEMl4noBbWvMW1HO4zSRNdtMzVISm0H9Ddx3MgDxWJ3yh8nWhJg1nhomA%0AD%2Fz1Y%2BvxmpVXl8xgt%2FQ%3D%0A" width="1952" height="934"/></a></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#feedaf80;border-color:#fbc91633"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Note that the invoicing method closely relies on the<b> billing type</b> chosen when setting up your <a href="https://help.productive.io/en/articles/9330991-adding-services-to-a-budget">services</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>For instance, invoicing a percentage of the total amount of the budget/service can only be applied to the <b>Fixed billing type</b> services if you want to invoice <b>before logging any time</b> in Productive. </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>Similarly, the <b>Time and Materials billing type</b> services require logging hours and expenses before being able to invoice them.</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_0bd3a71294">Uninvoiced Time and Expenses </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The first invoicing method, called Uninvoiced Time and Expenses, helps you invoice the logged hours and expenses. </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>It is applicable both with the:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Time and Materials billing type</b>: designed so you invoice time and expenses only after logging them in Productive.<br/></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Fixed billing type</b>: designed so it can always be invoiced in the full budget/service amount, but here, using the Uninvoiced Time and Expenses method, you can invoice incrementally as you log the hours.</p></div></li></ul></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 example, if the total price (Budget total) for the "Development" service is $1,000 and five hours have been tracked on that service, choosing the Uninvoiced Time and Expenses method will help you create an invoice charging your client only for the five hours of work that have been logged in Productive.</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> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1054220918/b6edd97097cc6759733f84a4/Screenshot+2024-05-17+at+15_28_36.png?expires=1732402800&signature=5835110ff00279054fb5501b377ac3f2e5db3ee872d9fe312a9551415c8e21ac&req=dSAiEst8nYheUfMW1HO4zc9oNTtqCvevXqdQqPnvG93PXM%2BMuRsgCk84fgFa%0AGNF2HLVWBYfd180BLxA%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054220918/b6edd97097cc6759733f84a4/Screenshot+2024-05-17+at+15_28_36.png?expires=1732402800&signature=5835110ff00279054fb5501b377ac3f2e5db3ee872d9fe312a9551415c8e21ac&req=dSAiEst8nYheUfMW1HO4zc9oNTtqCvevXqdQqPnvG93PXM%2BMuRsgCk84fgFa%0AGNF2HLVWBYfd180BLxA%3D%0A" width="2918" height="1148"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1054102379/3ed1479f09c958264d1e8d0a/Screenshot+2024-05-17+at+15_29_14.png?expires=1732402800&signature=08abe907847a926888607b26362c2a67b1ed20ab43774c4420b15a45391dc4d9&req=dSAiEsh%2Bn4JYUPMW1HO4zXXpyO9AGR9MI9%2Bb%2Btc3aVXxGWfkKXlZHPOtijxx%0ACtXtjw7NlON5KfOrk5U%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054102379/3ed1479f09c958264d1e8d0a/Screenshot+2024-05-17+at+15_29_14.png?expires=1732402800&signature=08abe907847a926888607b26362c2a67b1ed20ab43774c4420b15a45391dc4d9&req=dSAiEsh%2Bn4JYUPMW1HO4zXXpyO9AGR9MI9%2Bb%2Btc3aVXxGWfkKXlZHPOtijxx%0ACtXtjw7NlON5KfOrk5U%3D%0A" width="2916" height="1228"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#e3e7fa80;border-color:#334bfa33"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tip:</b> Using this method, you can select the date picker and invoice the time entries created in a specific time period.</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/1054107780/e9c4ecd4190bde4ed1c177f3/Screenshot+2024-05-17+at+15_32_50.png?expires=1732402800&signature=fca8fe18c4ea14f11dda5b1a0935866e1eb3374423d7c5420849e59958a33cdb&req=dSAiEsh%2BmoZXWfMW1HO4zSTzTEerIP9DPHRSVrZ3e73DSv4ucMhrxVS3p0NX%0AAW9iDwVrL29%2FPAClqW0%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054107780/e9c4ecd4190bde4ed1c177f3/Screenshot+2024-05-17+at+15_32_50.png?expires=1732402800&signature=fca8fe18c4ea14f11dda5b1a0935866e1eb3374423d7c5420849e59958a33cdb&req=dSAiEsh%2BmoZXWfMW1HO4zSTzTEerIP9DPHRSVrZ3e73DSv4ucMhrxVS3p0NX%0AAW9iDwVrL29%2FPAClqW0%3D%0A" width="1886" height="1160"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </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_b9551ac4f8">Remaining Amount</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The second method, called "Remaining Amount" (or "Total Amount" if no previous invoices were issued), helps you charge your client for a <b>specific uninvoiced amount</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>Productive will calculate how much of the total amount was invoiced before (if there was any previous invoicing) so you can quickly invoice the difference.</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/1054126443/4528e821f3c323cdaedfa5aa/Screenshot+2024-05-17+at+15_46_13.png?expires=1732402800&signature=9b2bbf35fc3e354c3927ea6b3c535958e8a575baee9899ddd9f9e813576b68d3&req=dSAiEsh8m4VbWvMW1HO4zXYuWuPDgjazvYUKh%2F%2F7d86UzbTCNBV%2F%2FHo%2Bj7Ph%0AME8YuqgMoXvs2xQDo9g%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054126443/4528e821f3c323cdaedfa5aa/Screenshot+2024-05-17+at+15_46_13.png?expires=1732402800&signature=9b2bbf35fc3e354c3927ea6b3c535958e8a575baee9899ddd9f9e813576b68d3&req=dSAiEsh8m4VbWvMW1HO4zXYuWuPDgjazvYUKh%2F%2F7d86UzbTCNBV%2F%2FHo%2Bj7Ph%0AME8YuqgMoXvs2xQDo9g%3D%0A" width="2906" height="1228"/></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>It is applicable both with the:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Time and Materials billing type</b>: designed so you invoice time and expenses only after logging them in Productive. In this case, if you previously invoiced only 40% of your logged time, you can choose this method to invoice for the remaining logged time at a later date.<br/></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Fixed billing type</b>: designed so it can always be invoiced in the full budget/service amount, but here you can use the Remaining amount method to cover any uninvoiced portions of the budget.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li></ul></div><div class="intercom-interblocks-callout" style="background-color:#feedaf80;border-color:#fbc91633"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Note that if you have any <b>invoices in drafts</b>, the amount there is taken into consideration when calculating the amount remaining to be invoiced. </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 example, if the budget total is $1,000, and you have $200 in<b> invoice drafts</b>, the remaining amount calculated will be $800.</p></div></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>Tip:</b> You can invoice <b>the whole budget upfront </b>without logging any time in Productive using this method, but this applies only to <b>Fixed billing type items</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>Selecting "By Service" will add service line items to your invoice, while the "By Budget" option shows one singular line item representing the whole 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/1054134133/433b0c74401f290254ff893a/Screenshot+2024-05-17+at+15_48_36.png?expires=1732402800&signature=1b82923ab091e80c2b090efdcc37a5aac2959e1b7796250882223aae67bdaac1&req=dSAiEsh9mYBcWvMW1HO4zTwtiIXA%2B3upVvtrFvJcGzN1LJhG0%2Fu1yQI2hXo2%0A2bMWh6gSy%2FRmOJvcGz8%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054134133/433b0c74401f290254ff893a/Screenshot+2024-05-17+at+15_48_36.png?expires=1732402800&signature=1b82923ab091e80c2b090efdcc37a5aac2959e1b7796250882223aae67bdaac1&req=dSAiEsh9mYBcWvMW1HO4zTwtiIXA%2B3upVvtrFvJcGzN1LJhG0%2Fu1yQI2hXo2%0A2bMWh6gSy%2FRmOJvcGz8%3D%0A" width="2924" height="1232"/></a></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_c04ed33277">Invoicing a Budget Percentage</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Productive also allows for creating <b>partial invoices</b> by entering a percentage of the budget that will be invoiced. Changing the percentage will affect the quantity and thus the total amount for invoicing.</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 invoicing method takes into account:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Any <b>Time and materials</b> amounts: but not before you've logged time against them. Remember, such services become invoiceable only after you've logged time and expenses against them.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The full budget amount of all <b>Fixed billing type</b> items. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1054146605/1a393947d9011fd4b6d8d063/Screenshot+2024-05-17+at+15_56_48.png?expires=1732402800&signature=c49b7d54774bce6a8c82ace457336ae3d42a7c7984957fa2ef7034dfbbbf3451&req=dSAiEsh6m4dfXPMW1HO4zYLx9RgHHqzrKHaSJ1E%2Bav%2BOtGNMSTdpk3UulKt8%0AVowzxFh8HknIi9npJ6U%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054146605/1a393947d9011fd4b6d8d063/Screenshot+2024-05-17+at+15_56_48.png?expires=1732402800&signature=c49b7d54774bce6a8c82ace457336ae3d42a7c7984957fa2ef7034dfbbbf3451&req=dSAiEsh6m4dfXPMW1HO4zYLx9RgHHqzrKHaSJ1E%2Bav%2BOtGNMSTdpk3UulKt8%0AVowzxFh8HknIi9npJ6U%3D%0A" width="2920" height="1220"/></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>Invoicing using <b>a budget percentage</b> can be chosen both for using "<b>By Service</b>" and "<b>By Budget</b>" options, depending on what you would like to include in the invoice (service by service line or just the budget as a whole).<br/> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_35d79908b4">Monitoring Invoiced Amounts</h1></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_300eab379a">In the Budget</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You'll see how much you've invoiced for in the Invoicing section in the budget. Moreover, you'll see the amount of the draft invoices as well if you hover over the info bubble!<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1054163554/6c7b47dbc60fdc7f68097cdc/Screenshot+2024-05-17+at+16_04_08.png?expires=1732402800&signature=7e7a158092e60d69bec1b6b3393eec783e18b09f1b7c3b69f317bf3bba046592&req=dSAiEsh4noRaXfMW1HO4zY0XUyafJptMc8h9wife8x%2F3x5v%2Bt2elZNspooeX%0Ay%2BnAP9Q52POzSS9f8F8%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054163554/6c7b47dbc60fdc7f68097cdc/Screenshot+2024-05-17+at+16_04_08.png?expires=1732402800&signature=7e7a158092e60d69bec1b6b3393eec783e18b09f1b7c3b69f317bf3bba046592&req=dSAiEsh4noRaXfMW1HO4zY0XUyafJptMc8h9wife8x%2F3x5v%2Bt2elZNspooeX%0Ay%2BnAP9Q52POzSS9f8F8%3D%0A" width="2912" height="1124"/></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_7a460c9eab">In the Reports</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To stay on top of your budget invoicing:</p></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Navigate to <b>Reports</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Select "From scratch" in the upper-right corner</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Choose the <b>Budgets data source</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>And then incorporate available <b>Invoicing fields</b></p></div></li></ol></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This report will help you monitor pending budgets for invoicing, offering visibility into the ratio of invoiced to <b>uninvoiced</b> amounts.</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/1054358679/a0e7dd632845dbe4de18072b/Screenshot+2024-05-17+at+17_28_32.png?expires=1732402800&signature=3fbc53fa77267966cbc01b4ab6855b3be374dc3c6dcccba0fa80783d969a3643&req=dSAiEsp7lYdYUPMW1HO4zbTbUQrfnPC%2FVZqJCWsV5Tyfy29iyUYykENsbCkl%0A%2FSGo6JogZp2KyE3qR%2Bw%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1054358679/a0e7dd632845dbe4de18072b/Screenshot+2024-05-17+at+17_28_32.png?expires=1732402800&signature=3fbc53fa77267966cbc01b4ab6855b3be374dc3c6dcccba0fa80783d969a3643&req=dSAiEsp7lYdYUPMW1HO4zbTbUQrfnPC%2FVZqJCWsV5Tyfy29iyUYykENsbCkl%0A%2FSGo6JogZp2KyE3qR%2Bw%3D%0A" width="2920" height="1196"/></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/3577714-combining-multiple-budgets-into-a-single-invoice" data-testid="article-link"><div class="flex 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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":"e344272f-51a6-40e8-9b4d-40e3ea8e54a9","role":"visitor_role"},"articleContent":{"articleId":"4656350","author":null,"blocks":[{"type":"paragraph","text":"When it comes to \u003cb\u003ecreating your invoices\u003c/b\u003e, Productive offers three flexible \u003cb\u003einvoicing methods\u003c/b\u003e you can employ. When you're ready to send an invoice to your client, you can bill for:","class":"no-margin"},{"type":"orderedNestedList","text":"1. \u003cb\u003eUninvoiced Time and Expenses\u003c/b\u003e\n2. \u003cb\u003eRemaining Amount\u003c/b\u003e (This will be called the \"Total Amount\" if no previous invoices have been issued)\n3. \u003cb\u003eA Percentage of the Total Budget Amount\u003c/b\u003e\n ","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUninvoiced Time and Expenses\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eRemaining Amount\u003c/b\u003e (This will be called the \"Total Amount\" if no previous invoices have been issued)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eA Percentage of the Total Budget Amount\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"}]}]},{"type":"callout","content":[{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1056063143/a5e15fa23602f8d9886458d1/Screenshot+2024-05-20+at+11_27_00.png?expires=1732402800\u0026signature=574ca95d970ce4e94f0dfc48b21b615c718388d0b2b0018083eb2b58c3f10555\u0026req=dSAiEMl4noBbWvMW1HO4zSRNdtMzVISm0H9Ddx3MgDxWJ3yh8nWhJg1nhomA%0AD%2Fz1Y%2BvxmpVXl8xgt%2FQ%3D%0A","width":1952,"height":934}],"style":{"backgroundColor":"#e8e8e880","borderColor":"#73737633"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"Note that the invoicing method closely relies on the\u003cb\u003e billing type\u003c/b\u003e chosen when setting up your \u003ca href=\"https://help.productive.io/en/articles/9330991-adding-services-to-a-budget\"\u003eservices\u003c/a\u003e. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"For instance, invoicing a percentage of the total amount of the budget/service can only be applied to the \u003cb\u003eFixed billing type\u003c/b\u003e services if you want to invoice \u003cb\u003ebefore logging any time\u003c/b\u003e in Productive. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Similarly, the \u003cb\u003eTime and Materials billing type\u003c/b\u003e services require logging hours and expenses before being able to invoice them.","class":"no-margin"}],"style":{"backgroundColor":"#feedaf80","borderColor":"#fbc91633"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Uninvoiced Time and Expenses ","idAttribute":"h_0bd3a71294"},{"type":"paragraph","text":"The first invoicing method, called Uninvoiced Time and Expenses, helps you invoice the logged hours and expenses. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"It is applicable both with the:","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eTime and Materials billing type\u003c/b\u003e: designed so you invoice time and expenses only after logging them in Productive.\u003cbr\u003e\n- \u003cb\u003eFixed billing type\u003c/b\u003e: designed so it can always be invoiced in the full budget/service amount, but here, using the Uninvoiced Time and Expenses method, you can invoice incrementally as you log the hours.","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eTime and Materials billing type\u003c/b\u003e: designed so you invoice time and expenses only after logging them in Productive.\u003cbr\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eFixed billing type\u003c/b\u003e: designed so it can always be invoiced in the full budget/service amount, but here, using the Uninvoiced Time and Expenses method, you can invoice incrementally as you log the hours.","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"For example, if the total price (Budget total) for the \"Development\" service is $1,000 and five hours have been tracked on that service, choosing the Uninvoiced Time and Expenses method will help you create an invoice charging your client only for the five hours of work that have been logged in Productive.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054220918/b6edd97097cc6759733f84a4/Screenshot+2024-05-17+at+15_28_36.png?expires=1732402800\u0026signature=5835110ff00279054fb5501b377ac3f2e5db3ee872d9fe312a9551415c8e21ac\u0026req=dSAiEst8nYheUfMW1HO4zc9oNTtqCvevXqdQqPnvG93PXM%2BMuRsgCk84fgFa%0AGNF2HLVWBYfd180BLxA%3D%0A","width":2918,"height":1148},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054102379/3ed1479f09c958264d1e8d0a/Screenshot+2024-05-17+at+15_29_14.png?expires=1732402800\u0026signature=08abe907847a926888607b26362c2a67b1ed20ab43774c4420b15a45391dc4d9\u0026req=dSAiEsh%2Bn4JYUPMW1HO4zXXpyO9AGR9MI9%2Bb%2Btc3aVXxGWfkKXlZHPOtijxx%0ACtXtjw7NlON5KfOrk5U%3D%0A","width":2916,"height":1228},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eTip:\u003c/b\u003e Using this method, you can select the date picker and invoice the time entries created in a specific time period.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054107780/e9c4ecd4190bde4ed1c177f3/Screenshot+2024-05-17+at+15_32_50.png?expires=1732402800\u0026signature=fca8fe18c4ea14f11dda5b1a0935866e1eb3374423d7c5420849e59958a33cdb\u0026req=dSAiEsh%2BmoZXWfMW1HO4zSTzTEerIP9DPHRSVrZ3e73DSv4ucMhrxVS3p0NX%0AAW9iDwVrL29%2FPAClqW0%3D%0A","width":1886,"height":1160},{"type":"paragraph","text":" ","class":"no-margin"}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Remaining Amount","idAttribute":"h_b9551ac4f8"},{"type":"paragraph","text":"The second method, called \"Remaining Amount\" (or \"Total Amount\" if no previous invoices were issued), helps you charge your client for a \u003cb\u003especific uninvoiced amount\u003c/b\u003e. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Productive will calculate how much of the total amount was invoiced before (if there was any previous invoicing) so you can quickly invoice the difference.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054126443/4528e821f3c323cdaedfa5aa/Screenshot+2024-05-17+at+15_46_13.png?expires=1732402800\u0026signature=9b2bbf35fc3e354c3927ea6b3c535958e8a575baee9899ddd9f9e813576b68d3\u0026req=dSAiEsh8m4VbWvMW1HO4zXYuWuPDgjazvYUKh%2F%2F7d86UzbTCNBV%2F%2FHo%2Bj7Ph%0AME8YuqgMoXvs2xQDo9g%3D%0A","width":2906,"height":1228},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"It is applicable both with the:","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eTime and Materials billing type\u003c/b\u003e: designed so you invoice time and expenses only after logging them in Productive. In this case, if you previously invoiced only 40% of your logged time, you can choose this method to invoice for the remaining logged time at a later date.\u003cbr\u003e\n- \u003cb\u003eFixed billing type\u003c/b\u003e: designed so it can always be invoiced in the full budget/service amount, but here you can use the Remaining amount method to cover any uninvoiced portions of the budget.\n ","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eTime and Materials billing type\u003c/b\u003e: designed so you invoice time and expenses only after logging them in Productive. In this case, if you previously invoiced only 40% of your logged time, you can choose this method to invoice for the remaining logged time at a later date.\u003cbr\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eFixed billing type\u003c/b\u003e: designed so it can always be invoiced in the full budget/service amount, but here you can use the Remaining amount method to cover any uninvoiced portions of the budget.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"}]}]},{"type":"callout","content":[{"type":"paragraph","text":"Note that if you have any \u003cb\u003einvoices in drafts\u003c/b\u003e, the amount there is taken into consideration when calculating the amount remaining to be invoiced. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"For example, if the budget total is $1,000, and you have $200 in\u003cb\u003e invoice drafts\u003c/b\u003e, the remaining amount calculated will be $800.","class":"no-margin"}],"style":{"backgroundColor":"#feedaf80","borderColor":"#fbc91633"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eTip:\u003c/b\u003e You can invoice \u003cb\u003ethe whole budget upfront \u003c/b\u003ewithout logging any time in Productive using this method, but this applies only to \u003cb\u003eFixed billing type items\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Selecting \"By Service\" will add service line items to your invoice, while the \"By Budget\" option shows one singular line item representing the whole budget.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054134133/433b0c74401f290254ff893a/Screenshot+2024-05-17+at+15_48_36.png?expires=1732402800\u0026signature=1b82923ab091e80c2b090efdcc37a5aac2959e1b7796250882223aae67bdaac1\u0026req=dSAiEsh9mYBcWvMW1HO4zTwtiIXA%2B3upVvtrFvJcGzN1LJhG0%2Fu1yQI2hXo2%0A2bMWh6gSy%2FRmOJvcGz8%3D%0A","width":2924,"height":1232}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Invoicing a Budget Percentage","idAttribute":"h_c04ed33277"},{"type":"paragraph","text":"Productive also allows for creating \u003cb\u003epartial invoices\u003c/b\u003e by entering a percentage of the budget that will be invoiced. Changing the percentage will affect the quantity and thus the total amount for invoicing.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This invoicing method takes into account:","class":"no-margin"},{"type":"unorderedNestedList","text":"- Any \u003cb\u003eTime and materials\u003c/b\u003e amounts: but not before you've logged time against them. Remember, such services become invoiceable only after you've logged time and expenses against them.\n- The full budget amount of all \u003cb\u003eFixed billing type\u003c/b\u003e items. \n ","items":[{"content":[{"type":"paragraph","text":"Any \u003cb\u003eTime and materials\u003c/b\u003e amounts: but not before you've logged time against them. Remember, such services become invoiceable only after you've logged time and expenses against them.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"The full budget amount of all \u003cb\u003eFixed billing type\u003c/b\u003e items. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054146605/1a393947d9011fd4b6d8d063/Screenshot+2024-05-17+at+15_56_48.png?expires=1732402800\u0026signature=c49b7d54774bce6a8c82ace457336ae3d42a7c7984957fa2ef7034dfbbbf3451\u0026req=dSAiEsh6m4dfXPMW1HO4zYLx9RgHHqzrKHaSJ1E%2Bav%2BOtGNMSTdpk3UulKt8%0AVowzxFh8HknIi9npJ6U%3D%0A","width":2920,"height":1220},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Invoicing using \u003cb\u003ea budget percentage\u003c/b\u003e can be chosen both for using \"\u003cb\u003eBy Service\u003c/b\u003e\" and \"\u003cb\u003eBy Budget\u003c/b\u003e\" options, depending on what you would like to include in the invoice (service by service line or just the budget as a whole).\u003cbr\u003e ","class":"no-margin"},{"type":"heading","text":"Monitoring Invoiced Amounts","idAttribute":"h_35d79908b4"},{"type":"subheading","text":"In the Budget","idAttribute":"h_300eab379a"},{"type":"paragraph","text":"You'll see how much you've invoiced for in the Invoicing section in the budget. Moreover, you'll see the amount of the draft invoices as well if you hover over the info bubble!\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054163554/6c7b47dbc60fdc7f68097cdc/Screenshot+2024-05-17+at+16_04_08.png?expires=1732402800\u0026signature=7e7a158092e60d69bec1b6b3393eec783e18b09f1b7c3b69f317bf3bba046592\u0026req=dSAiEsh4noRaXfMW1HO4zY0XUyafJptMc8h9wife8x%2F3x5v%2Bt2elZNspooeX%0Ay%2BnAP9Q52POzSS9f8F8%3D%0A","width":2912,"height":1124},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"In the Reports","idAttribute":"h_7a460c9eab"},{"type":"paragraph","text":"To stay on top of your budget invoicing:","class":"no-margin"},{"type":"orderedNestedList","text":"1. Navigate to \u003cb\u003eReports\u003c/b\u003e\n2. Select \"From scratch\" in the upper-right corner\n3. Choose the \u003cb\u003eBudgets data source\u003c/b\u003e\n4. And then incorporate available \u003cb\u003eInvoicing fields\u003c/b\u003e","items":[{"content":[{"type":"paragraph","text":"Navigate to \u003cb\u003eReports\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Select \"From scratch\" in the upper-right corner","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Choose the \u003cb\u003eBudgets data source\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"And then incorporate available \u003cb\u003eInvoicing fields\u003c/b\u003e","class":"no-margin"}]}]},{"type":"paragraph","text":"This report will help you monitor pending budgets for invoicing, offering visibility into the ratio of invoiced to \u003cb\u003euninvoiced\u003c/b\u003e amounts.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1054358679/a0e7dd632845dbe4de18072b/Screenshot+2024-05-17+at+17_28_32.png?expires=1732402800\u0026signature=3fbc53fa77267966cbc01b4ab6855b3be374dc3c6dcccba0fa80783d969a3643\u0026req=dSAiEsp7lYdYUPMW1HO4zbTbUQrfnPC%2FVZqJCWsV5Tyfy29iyUYykENsbCkl%0A%2FSGo6JogZp2KyE3qR%2Bw%3D%0A","width":2920,"height":1196}],"collectionId":"8956111","description":"Learn how to raise an invoice in Productive.","id":"4071723","lastUpdated":"Updated over 5 months ago","relatedArticles":[{"title":"Combining Multiple Budgets into a Single Invoice","url":"https://help.productive.io/en/articles/3577714-combining-multiple-budgets-into-a-single-invoice"},{"title":"Creating Partial Invoices","url":"https://help.productive.io/en/articles/6065187-creating-partial-invoices"},{"title":"Understanding Unrecognized Time and Expenses in 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