PSOhub

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

Invoicing in PSOhub

Jarno Koopman

Julie Bennett

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 Invoice module.

Invoice your projects from the Invoice module.

How to create an invoice

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

Invoice a 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

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

General Information of 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 use tags (or keywords) for invoices

Tags in Invoicing

How to delete an invoice

Understand how to add a discount contract line for invoicing

Add a discount to an invoice

How to approve and send an invoice

Create a credit note

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

Set up the language of your invoices

Invoice in detail

Integration with 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

Integrating with Bexio

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