If e-invoicing (eInvoicing) is enabled in your settings and all required sender and recipient details are in place, you’ll have the option to send finalized invoices directly through mojeRačun.
This guide covers how to send a mojeRačun-compliant invoice from Productive, including all required data fields and how validation works.
Good to Know: Limitations by Plan
There is a monthly limit on the number of invoices you can send via mojeRačun, based on your Productive plan:
Essential Plan: 10 invoices
Professional Plan: 50 invoices
Ultimate Plan: 100 invoices
📌 You must be on a paid plan to send invoices via mojeRačun. This option is not available during the trial period.
You’ll see the monthly transaction counter in the e-invoicing settings and after selecting Send to client > Send e-invoice.
How to Send an Invoice via mojeRačun
Open the finalized invoice you want to send.
Check the invoice details, including tax rates and whether the service type matches the selected KPD.
📌 The KPD-to-service type mapping can be done manually for each invoice, or you can set default mappings in the e-invoicing settings so Productive fills them in automatically.
If needed, edit the finalized invoice by selecting the three-dot menu in the upper-right corner and choosing Edit. After making changes, click Save Changes.
Open the Send to Client dropdown in the upper-right corner and select Send e-invoice.
Select the Business Process (Poslovni proces), which determines how the invoice will be delivered and processed in the recipient’s mojeRačun system. Only P1, P9, and P99 can be selected.
📌 If you choose P99 – Poslovni proces definiran od strane kupca, you will need to manually add the required information.
Click Send Invoice. Productive will validate the invoice to ensure all required information is present and correctly formatted for mojeRačun delivery.
📌 When you send an invoice via Send e-invoice, Productive sends a legally valid e-invoice through mojeRačun and includes a PDF attachment. Which PDF is attached (the mojeRačun PDF or the Productive PDF) depends on your e-invoicing settings.
Requirements for Sending via mojeRačun
To successfully send an invoice via mojeRačun, make sure the following data is correctly filled out:
1) Invoice Information
The invoice must be finalized and have an invoice number.
2) Client (Bill To) Information
The invoice must include the following client details:
Full Company Name
Country
Tax ID in the format HR[OIB] or [OIB]
📌 Make sure the client’s details are correctly entered in CRM > Companies.
3) Sender (Bill From) Information
The invoice must include complete subsidiary details:
Full Company Name
Country
Tax ID in the format HR[OIB] or [OIB]
📌 These values must match what you configured in Settings > Invoicing > E-invoicing > Subsidiary.
4) Subsidiary Bank Account (Pay To) Information
A valid bank account for the invoice-sending subsidiary must be configured under Settings > Company Info > Bank Accounts.
📌 The bank account information must include an IBAN.
For Croatian invoices, you can also add model and reference number (poziv na broj) details in the Pay To section of the invoice. These help the recipient correctly identify and reconcile the payment.
📌 If added, these details will appear in the PDF invoice header.
If the invoice is already finalized, open the three-dot menu in the upper-right corner, select Edit, and update the Pay To section to add or adjust the model and reference number details.
Validation Status
After initiating Send via mojeRačun, the system checks whether all required fields are correctly filled in.
1) Successful Validation
A confirmation will appear in the invoice feed.
2) Validation Errors
If any errors are detected, a popup will display the issues in human-readable format.
📌 Example Errors:
"Client Tax ID is missing or incorrectly formatted."
"Bank account is not properly configured for the subsidiary."
👉 Review your e-invoicing settings following the steps in Set Up for Sending E-Invoices via mojeRačun.
Invoice PDFs
When we mention PDFs, there are three distinct instances:
PDF as a downloadable document: You can generate a PDF of your invoice from your document template for your records or to share with clients. This PDF is not an e-invoice.
PDF as an email attachment: If you use Send to Client, Productive automatically attaches the PDF you selected (from your document template) to the email sent to your client. This PDF is not an e-invoice.
PDF attached to an e-invoice: When you send an invoice via Send e-invoice, Productive sends a legally valid e-invoice through mojeRačun. A PDF is included as an attachment for reference only. Which PDF is attached—mojeRačun or Productive—depends on your e-invoicing settings. By default, the mojeRačun PDF is used.
📌 The PDF, in all cases, includes all invoice details, including the KPD column.
📌 You can customize the column labels in Settings > Document Templates. For example, you can rename it to KPD oznaka to better match local terminology.
