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Invoice Settings in PSOhub

Learn how to configure your invoice layout, email, numbering, language and defaults in PSOhub

Published: 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

Objective

This article explains how to configure all invoice settings in PSOhub, including invoice layout, organization logo, email body, default sender, organization details, monthly T&M billing schedule, invoice numbering, language labels, and footer and note defaults.

Prerequisites

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

How to Access Invoice Settings

Steps

  1. Click the Gear icon in the main menu to open Settings.
  2. Select Invoice Settings.

Invoice Layout and Organization Logo

📌 Note: These settings apply only if PSOhub is not integrated with a financial solution.

Invoice Layout Tab

Steps

  1. In the Layouts tab of Invoice Settings, select one of the following layout options:

Option Description
Default Uses PSOhub's standard invoice layout.
Custom Allows you to upload and use your own invoice template. See How the Custom Invoice Layout Works in PSOhub for details.

        2.    Select Left or Right for the Layout Alignment of your invoices.

       3.     Select your preferred Font. 

       4.     Click Create Preview to see how your invoices will look.

       5.     Click Save when you are finished making changes. 

Organization Logo

Steps
  1. Click Edit logo.
  2. Upload your organization's logo. Requirements: JPEG or PNG format, maximum 10 MB, minimum resolution 350 × 350 pixels.
  3. Select the Logo size.
  4. Click Save. A preview of your uploaded logo appears in the Example section.

Invoice Email Tab

📌 Note: This setting applies only if PSOhub is not integrated with a financial solution. If                integrated, PSOhub sends invoice data to your financial software, which generates                  and sends the invoice to the customer independently.

Steps

  1. Click on the Email tab in Invoice Settings to configure the email body that is sent to your client with each invoice.
  2. Select a user as the Default Sender. PSOhub sends invoices using that user's email address.

 ⚠️ Important: If no default sender is selected, PSOhub determines the sender in the                       following order:

  1. The project manager assigned to the project
  2. Any Admin user in the organization (for automatic billing only)
  3. The user manually sending the invoice (for manual invoices)

         In all cases, the email sent to the customer displays as: John Doe - Company A                              <noreply@psohub.com>

       3.     Type your desired Subject and text body. 

       4.     Use the Invoice fields to use dropdown to copy available variables and paste them into the                    email body — for example, the invoice number, amount, or due date.

       5.     Click Send test email to see what your invoice emails will look like. Click Save when you are                      finished making changes. 

Information and Defaults Tab

Organization Information & Defaults

  1. Enter the organization details to appear on invoices and set default billing values.

Field Description
Tax Number Your organization's tax number. Leave blank to hide both the label and value from invoices.
Chamber of Commerce number Your organization's registration number. Leave blank to hide from invoices.
Bank account number Your organization's bank account number. Leave blank to hide from invoices.
  Invoice detail level    Choose Summary or Detailed.
Sales tax rate % The default tax rate applied to contract lines across all projects. If specific contract lines require a different rate, configure those in Tax category settings.
Automatically send invoice via financials    Select this option to automatically send invoices based on your projects'         financials configurations.
Due days invoice The default number of payment due days applied to all invoices.

Monthly Time & Materials (SMART)

  1. Configure the schedule for automatic monthly T&M billing.

Setting Description
Invoice all hours from previous months When enabled, hours logged across multiple months are accumulated and invoiced together in one invoice. When disabled, only the hours used in the current billing month are invoiced each month.
Day of month The day of each month on which PSOhub automatically generates invoices for monthly T&M contract lines.

PO/Reference

  1. Define the naming convention for your invoice numbers. The invoice number is generated when an invoice is approved or sent.

Field Description
Prefix The prefix applied to all invoice numbers. Defaults to INV. Overwrite with your preferred prefix.
Year Increments automatically each year. Cannot be modified.
Follow number The starting number for the invoice sequence. Modify to start at a specific number — for example, enter 1001 to make your first invoice INV-2024-1001.

📌 Note: The invoice number is composed of Prefix, Year, and Follow number, separated              automatically by hyphens — for example, INV-2024-1.

Labels Tab

This section allows you to customize the labels displayed on your invoices — including the Summary page, Specification page, Footer, and Note — and to configure up to two invoice languages.

Language 1 is the default invoice language, set to English labels by default. You can change the language or make Language 2 the default.

Language 2 allows you to define a second language for invoices, selectable at the project level.

To change a language:

  1. Click the pen icon next to Language 1 or Language 2.
  2. Use the dropdown to select the desired language.
  3. If a template is available for that language, PSOhub will ask whether you want to use it. Click Yes to apply the template or No to populate the fields manually. Template text can be modified after applying.
  4. Click Save.

📌 Note: PSOhub displays watermark text in English in both columns to indicate what                    each label relates to.

Setting the invoice language at the project level:

Once your languages are configured, the invoice language is selected at the project level in the Invoice language field, found in the left-hand panel of the project under the project details. If only one language is configured, ensure it is marked as the default — it will appear automatically. If two languages are configured, the default language is pre-selected and the dropdown allows you to switch to the second.

Footer and Note

  1. Enter the default text for the invoice footer and note. These defaults apply to all invoices but can be overwritten at the individual invoice level within a project.

Field Description
Footer Default description displayed in the footer of your invoice.
Note Default note displayed on your invoice.

       2.     Click Save in the top-right corner when done.

Result

Your invoice settings are applied across PSOhub. New invoices use the layout, logo, email body, sender, numbering, language, and defaults you have configured. Settings can be overwritten at the project or invoice level where needed.

Next Steps

✅ Set up the invoice language for a project
Select the correct invoice language for each project from the project settings panel.
Invoice language: How to set up the language for an invoice in PSOhub

✅ Configure custom invoice settings for a business unit
Override organization-level invoice settings for specific business units.
Create custom invoice settings for business units in PSOhub

✅ Set up tax categories
Configure additional tax rates to apply at the contract line level.
Tax categories: How to create and manage them in PSOhub

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