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Exact Online Invoicing: How to Send Invoices Using PSOhub's Invoice Template

Learn how to send invoices from PSOhub to Exact Online and email specification pages directly to the client

Published: 1 June 2026

Audience

  • Admin

  • Controller

Objective

This article explains how to configure PSOhub to send invoices using a PSOhub invoice template and process them in Exact Online. It also covers how specification pages for T&M and expenses are handled and how payment status syncs back to PSOhub.

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 PSOhub as the invoice sending method.

📌 Note: Selecting PSOhub means invoices are sent from PSOhub using your default or                custom invoice template and subsequently processed in Exact Online.

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

Result

Once the invoice is sent, Exact Online returns its invoice number to PSOhub. This number is stored in the Accounting invoice number field on the invoice record. The date the invoice was sent is also recorded.

Specification pages for T&M and expenses are saved as a PDF in PSOhub. The PDF is displayed in the Invoices panel on the right-hand side of the invoice record. The file name matches the invoice number generated by PSOhub.

Exact Online stores only the transaction data. The specification page is retained in PSOhub and is not stored in Exact Online.

The customer receives an email with the invoice and the specification PDF attached.

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 Exact Online instead
If you prefer to send invoices manually from Exact Online using Exact's own template, switch the sending method.
How to send an invoice to Exact Online and manually send it to the client

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

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