PSOhub

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

Invoicing in PSOhub

Julie Bennett

Jordan Wilton

Claudette Albers-Reid

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

Invoicing

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

Manual invoicing of T&M and expenses

Learn how to manually invoice a fixed fee.

Manual invoicing of a Fixed Fee

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

Invoice your projects from the Invoices module

Learn how to create a credit note for approved or sent invoices.

Create a credit note

How to create and apply a deposit invoice or prepayment for a T&M project

How to create and apply a deposit invoice or prepayment for a Fixed Fee project

How to create an invoice?

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

Invoice a task milestone upon completion

Learn how to invoice recurring contract lines

Automatic invoicing of recurring fixed fees

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

Automatic monthly invoicing of T&M

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

Automatic invoicing of amount upon 100% Used

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

Automatic invoicing of installments with due dates

How to set up automatic invoicing?

Understand how to import contacts from other companies related to your project and add them as invoice contacts

Import stakeholders as additional contacts for invoicing your projects

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

General Information of an invoice

Learn how to select the language for your invoices.

How to set up the language for an invoice?

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

How to modify an invoice

How to delete an invoice?

How to use tags (or keywords) for invoices

Tags in Invoicing

Understand how to add a discount contract line for invoicing

Add a discount to an invoice

How to approve and send an invoice?

Invoice in detail

Integration with Xero

Learn how to map contract lines in PSOhub to tracking categories you have setup on Xero

Map tracking categories between PSOhub and Xero

Integrating with Moneybird

Learn how to integrate with Exact and how the connection works.

Integrating with Exact

Learn how to integrate PSOhub with QuickBooks Online.

Integration with QuickBooks Online

Learn how to map contract lines in PSOhub to classes you have set up on Quickbooks

Map classes between PSOhub and QuickBooks

Integrating with Bexio

Integration with Sage

Jarno Koopman

MarketPlace

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