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Automatic Invoicing: How to Set Up Monthly T&M Invoicing

Learn how to configure T&M contract lines to be invoiced automatically on a monthly basis in PSOhub

Published: 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

Objective

This article explains how to configure Time & Materials (T&M) contract lines in PSOhub to generate invoices automatically on a monthly basis, including how to set the invoicing day, invoice detail level, and smart invoice status.

Prerequisites

Eligible acces
        You must have Admin, Controller, or Project Manager access in PSOhub.

Time & materials contract line
        The contract line must be set up as a T&M contract line.

No time booked
        No time must have been booked against the contract line yet. If time has already been          booked against a manually configured contract line, the invoicing type cannot be                      changed to Monthly T&M.

Configure Global Monthly T&M Invoicing Settings

⚠️ Important: The day of the month on which PSOhub generates automatic monthly T&M          invoices is defined once at the organization level and applies to all projects. 

Steps

  1. Click the Gear icon in the main menu to open Settings.
  2. Select Invoice Settings.
  3. Navigate to the Information & Defaults tab.
  4. Select the Day of the month (1-28) to invoice in Monthly time & materials (SMART).
  5. Check the box Invoice all hours from previous months if you want hours logged across multiple months accumulated and invoiced in one invoice vs. billed month by month. When disabled, only the hours used in the current month are invoiced each month.
  6. Click Save.

Set Up the T&M Contract Line for Monthly Invoicing

Steps

  1. Open the project in the Financials tab.
  2. Click on the relevant T&M contract line. The Contract Line properties appear. 
  3. In the Invoice Method field, select Monthly T&M.
  4. Click Save.
  5. In the left-hand section of the project, click the Edit button (pencil icon). 
  6. In the right-hand pane, scroll down to Invoicing. 
  7. Set the Detail Level to Detailed if you want to include a breakdown of individual time entries on the invoice. Select Summary for a high-level invoice without time entry detail.
  8. In Default Status select one of the options below. Click Save when complete. 
Option Description
Draft Invoices are generated as drafts on the scheduled date. You can review, modify, and send them manually. If you delete a draft invoice, it will not be generated again.
Approved and send Invoices are automatically approved and sent to the customer on the scheduled date.

Result

On the day of the month specified in Settings > Invoice Settings, PSOhub automatically generates invoices for all T&M contract lines configured as Monthly T&M, based on the time entries available for billing up to that date. Invoices appear in the Invoices section of the project as well as the Invoices module in the main menu.

  • If set to Draft, open the invoice to review and modify it before approving and sending.
  • If set to Approved and send, the invoice number is displayed in the left-hand section of the project. If PSOhub is not connected to a financial solution, the invoice is sent directly to your customer. If PSOhub is integrated with a financial solution, the invoice is first posted there, where it generates and sends the invoice to your customer. The accounting invoice number appears in the Accounting invoice number field.

📌 Note: To view the financial solutions PSOhub integrates with, go to Settings >                                Integrations > Business Unit Apps.

Next Steps

✅ Set up your invoice settings
Configure your invoice email, default sender, footer, and other invoice defaults for your organization.
Invoice Settings in PSOhub

✅ Link your accounting software
Link PSOhub to your accounting solution so invoices are posted and sent automatically.
Connect a Financial Integration in PSOhub

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