Modify an invoice

In order to modify an invoice, you must first open the record. You will find invoices in the right section of a project....

Or in the Invoices list (menu: Projects / Invoices). Here you can filter on the status of the invoices.

You can only modify an invoice if it's a draft (status Draft - located on the top left corner of the invoice).

Modify the general information of the invoice.

Once you have opened the invoice you can modify the general information of the invoice by clicking Edit at the bottom of the left section.

Learn more about how to modify the general information of an invoice.

Modify the invoice lines.

You can also modify the lines of your invoice whether they are related to Fixed Fees, T&M or Expenses.

A pop up window will be displayed where you will be able to modify the name of the invoice line as well as the amount to be invoiced.

Once you have made your modification(s) simply hit Save; PSOhub will update the invoice accordingly. If you invoice less than the amount of the fixed fee, you will be able to invoice the remaining amount in one or multiple invoices afterwards (until the amount is fully invoiced).

And click again on the line you wish to modify.
If you have set up the level of details of your invoice to Detailed, PSOhub will display all the time entries booked towards this contract line. When you select the line to be modified you will be able to change all the fields below. Keep in mind that you are only modifying the invoice line, the actual time entry will not be impacted by modifications made at the invoice level.

If you have set up the level of details of your invoice to Summary, PSOhub will summarize the time entries by User/roles/rate. In this case, when you click on the line, you will be able to modify three fields: role, rate and number of hours; the objective here being to change the total amount of the line only since there is no specification sheet when the invoice is set to Summary.

Once you are done making your modification, simply hit Save and PSOhub will update the invoice accordingly.

And click again on the line you wish to modify.
If you have set up the level of details of your invoice to Detailed, PSOhub will display the Expense entries with the Date, User, Description and amount. When you click on the line you will be able to modify the date, description and total amount.

If you have set up the level of details of your invoice to Summary, PSOhub will summarize the expense entries by User and will only display the name of the user with the total amount. In this case, when you click on the line, you will find the Date and Description fields empty and will be able to modify the value in the amount field. Once again the objective when the level of details is set to Summary is to change the total amount of the line only since there is no specification sheet when the invoice is set to Summary.

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