Invoicing

Learn how to perform invoicing in PSOhub and the different options available to you.

17 articles in this collection
Written by Julie Bennett and Claudette Albers-Reid

Invoicing in PSOhub

Understand the different options when invoicing in PSOhub and the difference between manual invoicing and smart contract invoicing.

Written by Julie Bennett
Updated over a week ago

Manual invoicing

Manual Invoicing of T&M and Expenses

Learn how to create a manual invoice with both T&M contract lines and Expense contract lines.

Written by Julie Bennett
Updated over a week ago

Manual Invoicing of a Fixed Fee

Learn how to manually invoice a fixed fee.

Written by Julie Bennett
Updated over a week ago

Invoice your projects from the Invoice module.

Learn how you can invoice your projects directly from the Invoice module.

Written by Julie Bennett
Updated over a week ago

Automatic invoicing

Invoice a milestone upon completion

Learn how you can set up a milestone to be invoiced upon completion

Written by Julie Bennett
Updated over a week ago

Automatic invoicing of recurring fixed fees.

Learn how to invoice recurring contract lines

Written by Julie Bennett
Updated over a week ago

Automatic monthly invoicing of T&M

Learn how to generate automatically and on a monthly basis the invoicing of your T&M contract lines.

Written by Julie Bennett
Updated over a week ago

Automatic invoicing of amount upon 100% Used

Learn how to automate the invoicing of an amount upon 100% used.

Written by Julie Bennett
Updated over a week ago

Automatic invoicing of installments with due dates

Learn how to invoice fixed amounts based on installments and dates.

Written by Julie Bennett
Updated over a week ago

Invoicing in detail

General Information of an invoice

Learn what information you will find and can modify at the general level of an invoice.

Written by Julie Bennett
Updated over a week ago

How to modify an invoice

Learn how to modify an invoice whether it relates to T&M, Fixed Fees or Expenses.

Written by Julie Bennett
Updated over a week ago

How to delete an invoice

Learn how to delete an invoice

Written by Julie Bennett
Updated over a week ago

Add a discount to an invoice

Understand how to add a discount contract line for invoicing

Written by Claudette Albers-Reid
Updated over a week ago

How to approve and send an invoice

Learn how to approve and send an invoice

Written by Julie Bennett
Updated over a week ago

Create a credit note

Learn how to create a credit note.

Written by Julie Bennett
Updated over a week ago

Set up the language of your invoices

Learn how you can set up the language of your invoices.

Written by Julie Bennett
Updated over a week ago

Historic data

Create Historic data - Invoices

Learn how you can enter historic data invoices for projects that were already ongoing before you started working with PSOhub

Written by Julie Bennett
Updated over a week ago