Every company in Productive is assigned a unique company code mainly used for invoice numbering. When a company is first created, the first four letters of the company name are used to generate this code.
If there is already an existing company with the same starting letters, a number will be appended to the end of the code to differentiate the companies.
For example, if there is already a company called "Digitrue" with the code DIGI, the code for a new company named "Digital Experts" would be DIGI1.
The company code can be changed at any time by editing the company details.
Editing Your Company's Code
To edit your company's code, hover over your avatar in the upper-right corner and select My Company from the dropdown menu.
From there, open the Info tab and edit the code.
Editing a Client Company's Code
You can also adjust the details of any client companies saved in the app.
To do so, navigate to CRM > Companies and select the desired company. Adjust the company code in the Info tab.
Use Case: Incorporating Company Code in Invoicing Numbering
1) Adding the Company Code
We've designated "EXAM1" as the company code for one of our clients, The Example Company.
2) Customizing Invoicing Options
Heading to Settings > Invoicing > Invoicing Options, we integrated the {company_code} variable into our invoice numbering scheme for the subsidiary issuing the invoice to this client.
3) Invoice Identification
With this setup, all finalized invoices for The Example Company will now feature their unique company code, helping with invoice tracking and identification.
📌 Tip: Use the quick-search function in the invoice screen to find invoices faster using the company code. Just enter the code without the "#" symbol for the best results.
