PSOhub allows you to streamline your invoicing process by creating professional invoices using default or custom templates and sending them directly to Exact Online. This integration helps reduce manual work, ensures consistency, and keeps your financial data in sync.
In this article, we’ll walk you through the steps to configure PSOhub so that invoices generated using templates are automatically sent to Exact. Whether you're new to PSOhub or fine-tuning your setup, this guide will help you get everything running smoothly.
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 PSOHUB tile as the method for sending invoices using invoice templates and processing them in Exact:
Once the invoice is sent, the Exact invoice number is retrieved and inserted in the Accounting invoice number field. 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. The PDF's file name will be the invoice number generated by PSOhub on the left-hand side:
Exact stores only the transaction information and does not include the specification page, because it's retained in PSOhub.
The customer will receive an email with the attached invoice and specification 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.
Related articles
How to Integrate PSOhub with Exact Online?
General Ledger (GL) Accounts
How to send an invoice to Exact Online and manually send it to the client?