Invoices
Create and send invoices based on your project work, time, and expenses.
Understanding Invoicing
Creating Invoices
- How to Do Manual Invoicing of a Fixed Fee in PSOhub
- How to Do Manual Invoicing of T&M and Expenses
- How to Create & Apply a Deposit Invoice or Prepayment for a Fixed Fee Project
- How to Create & Apply a Deposit Invoice or Prepayment for a T&M Project
- How to Invoice Products in PSOhub
- Manual Invoicing of One-Time Products
- Manual Invoicing of Usage-Based Products
- How to Create a Credit Note in PSOhub
Scheduled Invoices
- Automatic Invoicing: How to Set Up Automated Invoices for Retainers
- How to Invoice a Task Milestone Upon Completion in PSOhub
- Automatic Invoicing: How to Set Up Recurring Fixed Fee Invoicing
- Automatic Invoicing: How to Set Up Monthly T&M Invoicing
- Automatic Invoicing: How to Invoice Upon 100% Used in PSOhub
- Automatic Invoicing: How to Invoice Installments with Due Dates in PSOhub
- Recurring Product Invoicing: How to Set Up Automatic Invoicing in PSOhub
Managing Invoices
- Void an Invoice: How to Void an Invoice in PSOhub
- Mark an Invoice as Paid: How to Update the Invoice Status in PSOhub
- How to Add a Discount to a Contract Line or Invoice
- How to Approve and Send an Invoice in PSOhub
- Delete an Invoice: How to Delete a Draft Invoice in PSOhub
- Invoice General Information: What You Can View & Edit on a PSOhub Invoice
- How to Set Up the Language for an Invoice in PSOhub
- Project Stakeholders: How to Import Additional Invoice Contacts in PSOhub
- Invoice Tags: How to Add and Use Tags on Invoices in PSOhub
Accounting Integrations
- Exact Online Integration: Data Mapping and Troubleshooting Reference
- Xero Integration: Data Mapping and Field Reference
- QuickBooks Online Integration: Permitted Characters for Contract Line Names & Descriptions
- QuickBooks Online Integration: How to Connect PSOhub to QuickBooks Online
- QuickBooks Online Integration: How to Map Contract Lines to Classes
- Xero Integration: How to Connect PSOhub to Xero
- Xero Tracking Categories: How to Map Them in PSOhub
- Moneybird Integration: How to Connect PSOhub to Moneybird
- Exact Online Integration: How to Set Up & Configure It in PSOhub
- Exact Online Invoicing: How to Push Invoices to Exact and Send Them to the Client
- Exact Online Invoicing: How to Send Invoices Using PSOhub's Invoice Template
- SAP Business One Integration: How to Connect PSOhub
- SAP Business One Product Invoicing: How to Invoice Products in PSOhub
- Sage Accounting Integration: How to Connect PSOhub to Sage Accounting
- Bexio Integration: How to Connect PSOhub to Bexio