SAP Business One Product Invoicing: How to Invoice Products in PSOhub

Published: 1 June 2026

Audience

Admin
Controller
Project Manager

Objective

This article explains how to set up contract templates for SAP Business One product invoicing and how to send product invoices from PSOhub to SAP Business One, including draft invoices.

Prerequisites

PSOhub must already be integrated with SAP Business One. See Integrate PSOhub with SAP Business One.

Products must have been imported into the required price list(s) in PSOhub. See Import Products from SAP Business One to a PSOhub Price List.

You must have Admin user access to configure contract templates and integration settings.

Steps

Configure contract templates

It is best practice for the Admin to create contract templates in PSOhub for each business unit and currency combination before generating invoices. This ensures that region-specific tax rules, currencies, GL accounts, and dimensions are applied consistently, and that every contract line maps accurately to the correct SAP item or service.

Navigate to Settings and select Templates.
Click Create template and fill in the following fields:
- Name — enter a descriptive name for the template
- Business Unit — select the relevant business unit (e.g., Costa Rica, Netherlands, US)
- Currency — select the currency for this business unit (e.g., US Dollar)
Click Save.
Open the new template and add a contract line. Select the Product tab.
Configure the contract line:
- Price List — select the price list that contains the imported SAP products for this business unit
- Product — select the SAP product to map to this line
- Billing Frequency — select the billing frequency (e.g., One-time, Monthly)

6. On the right panel under Billing, complete the following fields:

Field	Description
Tax Category	Mandatory. Select the applicable tax category. This must be set manually and determines the tax code sent to SAP Business One.
Item or Service	Select whether this line maps to an SAP Item or an SAP Service. This is pre-populated based on the connected SAP database for the business unit.
Revenue Account	Select the GL account for revenue recognition.
Dimension 1–5	SAP dimensions are pre-populated based on the connected SAP database. Update as needed for the business unit.

⚠️ Important: Tax Category is mandatory. If it is not set, the invoice will not sync correctly to SAP Business One.

7. Click Save.

📌 Note: You can only include either Item contract lines or Service contract lines in a single invoice — not both. If you attempt to send an invoice containing both types, an error will occur.

Send an invoice to SAP Business One

Open the project and navigate to the Invoices tab.
Create or open a draft invoice. Verify that the invoice contains only product lines of the same type (Item or Service).
Review the invoice details. Note the following:
- Invoice Number — generated by PSOhub when the invoice is approved or sent
- Accounting Invoice Number — generated and returned by SAP Business One once the invoice is successfully pushed
- Tax Rate — displays the tax category set at the contract line level
- Expiration Date — the payment due date is determined by SAP Business One, not PSOhub
Click Send invoice to push the invoice to SAP Business One.

📌 Note: PSOhub checks whether the customer already exists in SAP Business One using the email address of the Invoice Contact. If a match is found, the existing contact is used. If no match is found, a new contact is created. You can also manually link a PSOhub company to a SAP business partner by entering the SAP card code in the SAP ID field on the company record.

5. The invoice activity log is updated in the Activity tab of the invoice, providing an audit trail of all actions taken.

Send Draft Invoices to SAP Business One (Optional)

PSOhub supports sending invoices to SAP Business One as drafts, allowing finance teams to review and validate before final posting.

Navigate to Settings > Integrations and select the Business Unit Apps tab.
Select the relevant business unit and open the SAP Business One connection settings.
In the Configure your connection to SAP Business One screen, locate Step 9: Send invoices as draft to SAP (Optional).
Click Activate to enable draft invoice sending for this business unit.

⚠️ Important: Once Step 9 is activated, all invoices sent for this business unit will be created as drafts in SAP Business One. This applies to all invoices, not individual ones.

5. To send an invoice as a draft, open the draft invoice in PSOhub and click Send invoice. The invoice will appear in SAP Business One under Document Drafts Report as an A/R Invoice – Draft.

Invoice Payment Synchronization

When an invoice is marked as paid in SAP Business One, a signal is sent back to PSOhub, and the invoice status is updated to Paid.

If the invoice is only partially paid in SAP Business One, the PSOhub invoice status is updated to Partially Paid.

Payment statuses are synchronized every 4 hours, at 6:00 AM and 6:00 PM Eastern Time.

Result

Product invoices created in PSOhub are pushed to SAP Business One with the correct item, tax, and dimension data. Invoice payment statuses are kept in sync between the two systems automatically.

Next Steps

✅ Set up the SAP Business One integration
If you haven't connected PSOhub to SAP Business One yet, follow the full integration setup guide. Integrate PSOhub with SAP Business One

✅ Import products from SAP Business One
Make sure your SAP products are available in PSOhub price lists before creating invoices.
Import Products from SAP Business One to a PSOhub Price List

✅ Create a contract template
Learn how to build and manage contract templates for consistent project setup.
Create a Contract Template