In the following video you will get an overview of how to create an invoice in PSOhub.
For a complete understanding on how to perform invoicing, please take a look at the rest of the article below.

Manual Invoicing

In PSOhub you can invoice your projects manually via your project or directly from the Invoice module.

You can also invoice your T&M contract lines separate from your Fixed Fee contract lines or altogether as well as decide to only invoice one contract line at a time or have multiple ones on one invoice:

Furthermore in the General information of your project you can define your invoice's level of details (summary or detailed) for your T&M contract lines as well as specify specific information to appear on the invoice.

In addition to being able to create an invoice in PSOhub, you can:

Finally you can approve and send your invoices from your projects or from the Invoice module.

Automatic invoicing (Smart contract Invoicing)

In PSOhub you can leverage the smart contracts settings of your contract line to generate your invoices automatically.

There are four options for you to leverage :

The option Manual listed under Smart Invoice type is the default setting of all contract lines and allows you to manually invoice the whole amount or only a partial amount at a time.

As with manual invoicing you can:

  • Define your invoice's level of details (summary or detailed) for your T&M contract lines as well as specify specific information to appear on the invoice (via the General information of your project).

  • Modify or even delete it if the invoice is still at the draft stage (be aware however that if you delete an invoice that was automatically generated, you won't be able to generate this invoice again)

  • Generate a credit note (partial or complete)

And finally you can set up the invoices to be first generated as drafts (via the General information of your project) which will allow you to review them prior to being approved and sent.

Manual invoicing and Smart Contract invoicing

Because manual invoicing and smart contract invoicing are set at the contract line level, you can leverage both options on one single project, e.g. a fixed fee installment with due dates for one contract line and a T&M for another contract line.

Appendix:

  • Invoice Settings (invoice email, default sender, footer, etc.)

  • Set up the language of your invoice

Did this answer your question?