Updated 23rd January 2024

In order to approve and send an invoice, you must first open the record. You will find invoices in the right-hand pane of a project, under Invoices:

The alternative to finding the invoice, is to choose from the main menu Projects and Invoices:

You can only approve and send an invoice if it's a draft (Draft status). Therefore, in the Invoices overview, click on the To be approved tab to see all draft invoices.

Select the invoice to open it. To approve click Approve invoice.

The following message will appear:

No changes to the invoice will be possible once approved. Click Proceed.

The invoice's status will be moved from Draft to Approved. Now, you can click Send invoice:

The following message will appear:

Click Proceed to send the invoice.

You will now see the invoice status changed to Sent. You will also see an invoice number displayed in the left-hand pane of the screen. If you do not integrate PSOhub with a financial solution, the invoice will be sent directly to your client.

If you have integrated PSOhub with your financial solution* you will see the number generated by your financial solution in the Accounting invoice number field. In this case the invoice will be first posted to your financial solution where it will in turn generate an invoice that will also be sent directly to your client.
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*The list of financial software PSOhub integrates with is located in the Marketplace & Integrations settings.