Manual invoicing of a Fixed Fee

Learn how to manually invoice a fixed fee.

Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

Updated 18th January 2024

Create an invoice with Fixed Fee contract lines

In order to manually invoice a Fixed Fee contract line, you must ensure that the Invoice type is set to Manual.

Note: As soon as time is booked towards a contract line, it is no longer possible to change that the invoice type.

To generate your invoice go to the Contract tab of your project and click Create Invoice.

PSOhub will open a new window with the following information for you to validate:

The table below will give an explanation of the contract line fields to invoice:

Field

Description

Name

The name/description will appear on the invoice.
By default, PSOhub will display the name of your project but you can overwrite it.

Select the invoice period

Define the period you wish to invoice. By default, the period will start on the first day of the current year and finish on the last day of the previous month; you can overwrite the information should you need to.

Select contract lines

PSOhub will display contract lines for which it has found fixed fees for billing during the period defined.

For each contract line it will display the Line ID, Name, Type and Amount as well as what has already been invoiced and what is left to be invoiced.

You can select one line or multiple lines. If you want to select them all at once, simply check the box located in the header of this section. To deselect all of them at once simply uncheck the box.

Once you are done click Create. PSOhub will now generate the invoice and bring you to the invoice page.

In the left-hand pane, you will see that the status of the invoice is set to Draft which means that it will only be sent once you click the Send invoice button. You will also find below the general information about the invoice; if you click Edit you can modify some of the information here. In the right-hand pane, you will find the Company and Contacts of this invoice as well as the link to go back to your project.

The Invoice tab is where you will find: the total per contract line(s), the tax calculation as well as the total amounts (one excluding and one including tax) for the invoice.

At this point you can modify the invoice, should you need to, or even delete it. Because the contract lines are all fixed fees no details will be available here.

If you click the Preview button, PSOhub will generate a PDF file. And since you are leveraging standard invoicing, it will automatically set this invoice to Draft.

Back in the project screen you will find your project's contract updated with the information.

The hours of your project will not be updated since they have no impact on the billing process. The generated invoice will appear in the Activity feed of the project as well as the activity feed of the related deal in HubSpot, the opportunity timeline in Dynamics 365 or the opportunity in Salesforce.

Your next step now will be to approve and send the invoice.

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