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Exact Online Invoicing: How to Push Invoices to Exact and Send Them to the Client

Learn how to push invoices from PSOhub to Exact Online and manually send them to your client using Exact's invoice template

Published: 1 June 2026

Audience

  • Admin

  • Controller

Objective

This article explains how to configure PSOhub to push invoices to Exact Online and manually send them to the client from within Exact Online using Exact's own email template.

Prerequisites

You must have Admin user access in PSOhub.

PSOhub must already be connected to Exact Online. See Exact Online Integration:                   How to Connect PSOhub to Exact Online.

Steps

  1. Go to Settings and select Integrations in the left navigation.
  2. Click the Business Unit Apps tab and select the relevant business unit.
  3. On the Exact Online tile, click Settings.
  4. In the configuration window, select Exact Online as the invoice sending method.

📌 Note: Selecting Exact Online means invoices are pushed to Exact Online, where you                  can manually review and send them to the client using Exact's own invoice template                and email settings.

        5. Generate and send the invoice from PSOhub as normal.

        6. In Exact Online, open the received invoice. The specification page for T&M and expenses is                     available as a PDF in the Document field.

        7. Click the E-mail button in Exact Online and attach the specification page PDF to send the                         invoice and specification to the client.


Result

The invoice is pushed from PSOhub to Exact Online. The Accounting invoice number returned by Exact Online is stored on the invoice record in PSOhub, alongside the date the invoice was sent.

The specification page for T&M and expenses is saved as a PDF and displayed in the Invoices panel on the right-hand side of the invoice record in PSOhub. In Exact Online, the same PDF is accessible in the Document field of the invoice transaction.

The client receives the invoice and specification PDF sent manually from Exact Online.

Invoice Paid

When an invoice is marked as paid in Exact Online, PSOhub automatically updates the invoice status from Sent to Paid and records the payment date.

📌 Note: Payment status is synchronized every 12 hours, at 6:00 AM and 6:00 PM Eastern          Time.

Frequently Asked Questions

Why do I get the error "Invoice has not been sent to Exact" with "Ongeldige referentie: Leveren aan, Besteld door, Factuur voor"? 
When you send an invoice, PSOhub may display the following error:

Invoice has not been sent to Exact. Please try again.

The following error occured: "Ongeldige referentie: Leveren aan Ongeldige referentie: Besteld door Ongeldige referentie: Factuur voor"

Ongeldige referentie means invalid reference. Leveren aan (Deliver to), Besteld door (Ordered by), and Factuur voor (Invoice to) are the three customer references Exact Online requires on every sales invoice. The error appears in the language of your Exact Online administration.

This error means Exact Online rejected the invoice because it could not match the company on your PSOhub invoice to a valid customer account in your Exact Online administration. Common causes are:

  • The company in PSOhub is not linked to an account in Exact Online.
  • The linked account was deleted or deactivated in Exact Online.
  • The account exists in Exact Online but is not marked as a Customer, so it cannot be used on a sales invoice.

To resolve the error:

  1. In Exact Online, verify that the customer account exists, is active, and is flagged as a Customer.
  2. Verify that the company on the PSOhub invoice is linked to that Exact Online account.
  3. Send the invoice from PSOhub again.

 📌 Note: If the error persists after confirming the account link, contact PSOhub support               and include the full error message. 

Why do I get the error "converting the value from request payload for property 'Item' to type 'Guid'"? 
When you send an invoice, PSOhub may display the following error:

Invoice has not been sent to Exact. Please try again.

The following error occurred:
"Error processing request stream. Error encountered in converting the value from request payload for property 'Item' to type 'Guid', which is the property's expected type. See inner exception for more detail."

Exact Online requires every invoice line to reference an existing item (article) in your Exact Online administration. This error means one or more lines on your PSOhub invoice do not point to a valid Exact Online item. Common causes are:

  • A product or contract line on the invoice is not linked to an item in Exact Online.
  • No default item is configured for invoice lines that have no specific item link.
  • The linked item was deleted or deactivated in Exact Online.

To resolve the error:

  1. In Exact Online, verify that the item exists and is active.

  2. In PSOhub, verify that each product on the invoice is linked to a valid Exact Online item, or that a default item is configured for the Exact Online integration.

  3. Send the invoice from PSOhub again.

📌 Note: If the error persists after confirming the item links, contact PSOhub support and          include the full error message.

Why do I get the error "Could not find the item that is set in the settings of the Revenue Account in Exact"?
When you send an invoice, PSOhub may display the following error:

Could not find the item that is set in the settings of the Revenue Account in Exact. Check your items to see if the name is set correctly in PSOhub.

PSOhub looks up the item configured as the Revenue Account in your Exact Online integration settings by name. This error means no item with that exact name was found in your Exact Online administration. Common causes are:

  • The item name in the Revenue Account setting in PSOhub does not exactly match the item name in Exact Online (spelling, spacing, or capitalization differences).
  • The item was renamed, deleted, or deactivated in Exact Online after it was configured in PSOhub.

To resolve the error:

  1. In Exact Online, look up the item you want to use for revenue and note its exact name.
  2. In PSOhub, open the Exact Online integration settings and verify that the Revenue Account setting matches that item name exactly.
  3. Send the invoice from PSOhub again.

Missing payment condition
If you receive an error about a missing payment condition, Exact Online requires a default payment condition to be configured. Set the default payment condition in Exact Online or add it to the account record of the test account that was created during setup.

Next Steps

✅ Send invoices via PSOhub's template instead
If you prefer to send invoices automatically from PSOhub using a PSOhub invoice template, switch the sending method.
Exact Online invoicing: How to send invoices using PSOhub's invoice template

✅ Configure GL accounts
Control how invoice lines are categorized in Exact Online by setting up General Ledger accounts in PSOhub.
General Ledger (GL) Accounts

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