If your organization sends invoices from an Italian subsidiary via the SDI network, you can configure your Productive account to send SDI-compliant e-invoices.
This guide covers the initial SDI setup, including required subsidiary and client details.
👉 Once everything is in place, you'll be able to send invoices through SDI.
📌 SDI currently supports sending invoices between Italian companies only (IT to IT), for business clients.
SDI e-invoicing is currently in Beta and is being rolled out gradually. If you're interested in testing it, reach out to us via in-app chat to have it enabled for your account.
Good to Know: Limitations by Plan
There is a monthly limit on the number of invoices you can send via SDI, based on your plan:
Essential Plan: 10 invoices
Professional Plan: 50 invoices
Ultimate Plan: 100 invoices
You'll see the transaction counter in Settings > Invoicing > E-Invoicing and when selecting Send to client > Send e-invoice.
Prerequisites
Subsidiary country: E-invoicing is configured per subsidiary.
Only subsidiaries based in Italy can send invoices via SDI. Check your subsidiary in Settings > Company Info > Subsidiary.
Bank Account Settings
Bank account information is required for SDI invoices. To set up your bank account:
Go to Settings > Company Info > Bank Accounts.
Fill in the details and select Save Account.
📌 Under Settings > Company Info, select a subsidiary and pick a default bank account for it. This will prefill the Pay to information on invoices any time you bill from the selected subsidiary.
E-Invoicing Settings
To enable SDI e-invoicing:
Go to Settings > Invoicing > E-Invoicing.
Select the appropriate Subsidiary.
Enter the following fields:
Tax ID: Your subsidiary's Italian Tax ID.
Payment Means: Choose Credit Transfer or Credit Transfer (SEPA). A standard credit transfer can move any currency between any banks worldwide, while SEPA is restricted to euros and only works between banks in SEPA-participating countries (the EU, plus a few others like the UK and Switzerland). Choose the option that matches how your client will actually pay.
Street, City, ZIP/Postcode, and State/County.
Click Finish Setup to save.
Client Company (Invoice Recipient) Settings
To configure your client's details for SDI invoicing:
Go to CRM > Companies.
Select the relevant client company and add the following:
Full Company Name
Tax ID: The client's Italian Tax ID.
Address
📌 Recommended: Add the Subsidiary, Tax Rate, Payment Terms, and Invoice Template to the client profile to pre-fill this information when creating new invoices.
Under E-Invoicing Information, add the SDI Code: a 7-character alphanumeric code that identifies the recipient on the SDI network.
📌 Ask your client for their SDI code before sending. If it's missing or entered incorrectly, SDI will reject the invoice.
👉 Once your subsidiary and client details are in place, you're ready to send invoices via SDI.
