In PSOhub you can enter historic data for your projects that were already ongoing before you started working with PSOhub; this includes the possibility to create invoices for hours and expenses that were invoiced (and even paid) before PSOhub.

Navigate to a project where you need to invoice historic data and hit Create Invoice.
In the example below, you have booked historic data time entries towards the T&M contract line Consultancy (column Used) and historic data expenses booked towards the Expense contract line (column Used).

To generate the invoice, click Create Invoice.

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

Name:

The name/description in this field will appear on the invoice.
By default PSOhub will display the name of your project but you can overwrite it and specify, for example, the name and number of this invoice is your financial software.

Select the invoice period:

Make sure that you select the time period related to the historic data.

Select contract lines:

PSOhub will display the contract lines for which it has found time and expense entries available for billing during the period of time you have just defined. Select the ones where the historic data has been posted.

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

  • In the left hand section you will find the general information of your invoice; if you click Edit you can modify some of the information here.

  • On the right hand section you will find the Company and Contact 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 lines, the tax calculation as well as the Total amounts (one excluding and one including tax) for this invoice.

At this point you can modify the invoice, should you need to, or even delete it.

If all the information is correct, you will want now to approve this invoice. To do so, click the dropdown arrow of the invoice's status and select Approved.
Note: Since this invoice has already been sent from your financial software, you will not use the feature Approve and send.

PSOhub will now display a message asking you to confirm that this invoice is final.

Hit Proceed.

Note: Again, since this invoice has already been sent from your financial software, you will not use the feature Send Invoice.

PSOhub will now generate an invoice number and will display that information next to the hours/expenses included in this invoice.

Your next and final step will be to mark the invoice as Paid (when it is actually paid). And since this invoice is not related to the one generated initially in your financial software, you will need to mark the invoice as paid manually. To do so, simply click the dropdown arrow of the invoice's status and select Paid.

PSOhub will now change the invoice's status to Paid.

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