Published: 1 June 2026
Audience
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Admin
-
Controller
Objective
This article explains how to create custom invoice settings for a business unit in PSOhub. Configuring these settings allows each business unit to generate invoices using its own logo, address, tax details, and layout — independent of the organization's default invoice settings.
Prerequisites
Eligible access
You must have Admin user access in PSOhub.
Pre-existing business unit
The business unit must already exist in PSOhub.
Steps
- Click the Gear icon in the main menu to open Settings.
- Select Organization.
- Go to the Business Units tab.
- Click the name of the business unit you want to configure.
- In the Business Unit properties panel, click the Invoicing tab.
- Click Enable custom invoice settings.
- Configure the custom invoice settings for this business unit. See the field definitions below for a description of each option. Click Save when complete.
Field Definitions
| Field | Description |
|---|---|
| Use custom invoice settings | Enables custom invoicing for the business unit. Uncheck this box to revert to the organization's default invoice settings. |
| Invoice layout | Select Default for a basic invoice layout, with or without a logo. Select Custom to use an uploaded invoice template. Custom supports a summary page layout or a summary page with a specification page. Download the relevant template before uploading. |
| Business unit logo | Upload a logo specific to this business unit by clicking Edit logo. This replaces the organization logo on invoices generated for this unit. |
| Address | Enter the full billing address for the business unit, including the country if applicable. |
| Tax number | The business unit's tax number, displayed on invoices. |
| Chamber of Commerce number | The business unit's Chamber of Commerce registration number. |
| Bank account number | The business unit's bank account number. |
| Default sender | Select a user belonging to this business unit to appear as the invoice sender. |
| Prefix | The reference prefix for invoices generated by this business unit. PSOhub defaults to the first two characters of the business unit name. You can overwrite this with a prefix of your choice. |
| Year | The invoice year, fixed to the current year. This cannot be modified. |
| Follow number | The invoice ID starts at 1 and increments automatically with each new invoice. |
📌 Note: All fields should be completed if you want the information to appear on the invoice.
Result
Custom invoice settings are now active for the selected business unit. All projects created for this business unit will generate invoices using these settings instead of the organization defaults.
To remove custom invoicing for a business unit, return to the Invoicing tab and uncheck the Use custom invoice settings checkbox.
Next Steps
✅ Create a project for this business unit
Start a project linked to this business unit so invoices are generated using the custom settings you just configured.
How to Create a Project in PSOhub
✅ Generate an invoice
Convert delivered work into a billable invoice directly from your project.
Invoicing in PSOhub
✅ Manage your business units
Review the full setup options available for business units, including approvals and team structure.
Business Units in PSOhub