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How to send an invoice to Exact Online and manually send it to the client?

Discover how to push invoices to Exact and manually send them to the client using Exact's invoice template.

If you're using PSOhub to manage your projects and generate invoices, you can easily process these invoices and push them to Exact Online for further handling. Once in Exact, you can manually review and send the invoice to your client using Exact’s own email templates and delivery methods.

This workflow is ideal for teams who prefer the flexibility of reviewing invoices in Exact before sending them, while still benefiting from PSOhub’s automated project and invoicing tools.

In this article, we’ll guide you through the full process—from generating the invoice in PSOhub to sending it manually to your client via Exact Online.

In the Marketplace and Integrations settings, PSOhub will confirm the connection to Exact with the Disconnect button. 

By clicking on Settings, you can configure how invoices will be sent to Exact:

The following window will appear, where you select the Exact tile as the method for sending invoices:
After an invoice is sent, the Exact invoice number is retrieved and added to the Accounting invoice number field on the left-hand pane. The date the invoice is sent is also recorded. The Specification page for t&m and expenses will be saved as a PDF and displayed in the Invoices panel on the right-hand side:

Exact receives the invoice transaction, and the specification page's PDF is located in the Document field:

To send the invoice together with the specification page, click on the E-mail button and attach the PDF:

Invoice paid

When an invoice has been paid in Exact, a sync between Exact and PSOhub will automatically update the invoice stage in PSOhub from Sent to Paid. The date the invoice was paid is retrieved and displayed.

Note: This information is synchronized every 12 hours at 6:00 am/6:00 pm Eastern Time.

Possible problems & solutions

Missing payment condition

It might occur that you receive an error about a missing payment condition. This means that there is no default payment condition in Exact and this is required to be set. You can either set the default or fill in the field within the Account of the test account that was created.

 

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