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How to Create a Credit Note in PSOhub

Learn how to create, approve and send a credit note for a sent or approved invoice in PSOhub

Published: 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

Objective

This article explains how to create a credit note in PSOhub for a sent or approved invoice, including how to select contract lines, modify amounts, and approve or send the credit note to your client.

Prerequisites

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

Sent or Approved invoices only
        The invoice must be at Sent or Approved status. Credit notes cannot be created for                invoices at other stages.

Create a Credit Note

Steps

  1. Open the invoice you want to create a credit note for. You can access the invoice from within the project or navigate to Invoices from the main menu.
  2. In the Sent or Approved invoice, click + Create credit. A new window opens showing all contract lines from the invoice. 
  3. Review the contract lines and check any lines you want to include in the credit note. Leave all lines checked to create a full credit note or uncheck specific lines to create a partial credit note for selected contract lines only.
  4. Click Create Credit. PSOhub generates a draft credit note. Click Done.
  5. Review the draft credit note. You can modify the following:
  • Description of the credit note
  • Name of any contract line
  • Description of any contract line
  • Amounts of Fixed fee contract lines

📌 Note: The amounts of T&M and Expense contract lines cannot be modified on the                     credit note.

Preview, Approve and Send the Credit Note

Steps

  1. Choose one of the following actions depending on your workflow: Click Approve credit if the invoice requires approval before sending. Click Send credit if you want to send the credit note directly to your client.
  2. A confirmation dialog appears. Click Proceed.
  3. PSOhub prompts you to decide whether to release the hours and/or expenses from the original invoice so they become available for a new invoice. Click Yes if you need to re-invoice these hours or expenses.  Click No if the hours or expenses should not be invoiced again.

Result

The credit note status updates to Approved or Sent depending on the action taken. If you chose to release hours and expenses, they are now available to be included in a new invoice. The credit note remains linked to the original invoice and can be accessed from the invoice's right-hand pane.

Next Steps

✅ Approve and send an invoice       
        Learn how to approve and send an invoice with the same flow used to finalize your credit note.
         How to Approve and Send an Invoice

✅ Explore all invoicing options in PSOhub
        Understand the full range of invoicing methods available in PSOhub, including T&M, fixed fee                and smart invoicing.
         Invoicing in PSOhub

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