Updated 22nd January 2024

General information of the invoice

The general information of an invoice is located in the left-hand pane of the invoice:

The below table gives an explanation of the invoice fields under the About this invoice section:

Field	Description
Name	This is the name at the top of the invoice properties. This name is either the default name of your project, or you can overwrite it with a customised name specific for the generated invoice.
Number	Until the invoice is approved, PSOhub will display Draft in this field. Once it is approved, PSOhub will generate a number automatically based on the Invoice settings of your organization.
Accounting invoice number	If you integrate PSOhub with your financial back end solution, you will see here the invoice's number that was generated in your financial solution.
Date	This is the date your invoice was created and can be overwritten.
Date from / Date until	These fields specifies the invoice period when creating the invoice.
Expiration date	This is the date set either at organisational level in the Invoice settings or overwritten at project level in the project properties under the Due days invoice field.
Invoice detail level	Depending on the Invoice detail level you have defined at the project level, you will also see more or less information at the contract line level. Summary will add the number of hours per role per person. Detailed will display each time and expense entry. Once the invoice has been generated you can't modify this detail level; however until it is approved you can delete it, change the settings on the project page and regenerate the invoice.

The Customer information section will show the information that will be displayed on the invoice:

Field	Description
Contact, Company and address fields	Customer details
Reference	This is also defined in the project's properties (general information). This can be overwritten and can be for example, the PO number, SOW number or customer number.
Note	Any additional information to be added to the invoice, including a Footer and Tags.

The above fields can only be modified if the invoice is in the Draft or Approved stage. In left-hand pane, click the Edit button:

Once you are done, simply click Save.