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How to Do Manual Invoicing of a Fixed Fee in PSOhub

Learn how to manually create an invoice for Fixed Fee contract lines in PSOhub

Published: 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

Objective

This article explains how to manually generate an invoice for Fixed Fee contract lines in PSOhub, including how to select contract lines, review the draft, and send the invoice to your client.

Prerequisites

Eligible access
        You must have Admin, Controller, or Project Manager access in PSOhub.

Manual Invoice Method
        The Fixed Fee contract line must have its Invoice Method set to Manual.

⚠️ Important: Once time has been booked against a contract line, the invoice method can          no longer be changed.

Steps

  1. Open the project in the Financials or Invoices tab.
  2. Click + Create Invoice.
  3. Define the period you want to invoice in the Invoice Period fields. 

📌 Note: PSOhub defaults to the first day of the current year through to the last day of                the previous month. Overwrite if needed. 

        4.   Select the contract line(s) you want to invoice. Check the header checkbox to select all lines                     at once or uncheck it to deselect all.

        5.   Click Create Invoice. Click Close when complete. PSOhub generates the invoice and opens                     the invoice page.

        6.   On the invoice page:

  • The Status in the left-hand section is set to Draft. The invoice will not be sent until you click Send invoice.
  • Click Edit (pencil icon) in the left-hand pane to modify general invoice information if needed.
  • The right-hand section displays the Company and Contacts linked to the invoice and a link back to the project.
  • Click Preview to generate a PDF version of the invoice before sending.

        7.   Review the invoice and make any modifications needed.

        8.   Click Send invoice to send the invoice to your client.

📌 Note: Because all selected contract lines are Fixed Fee, no time entry detail is available          on this invoice.

Result

The invoice is sent to your client. The project's Financials and Invoices tabs update to reflect the invoiced amounts. The generated invoice also appears in the Activity feed of the project and in the activity feed or timeline of any linked deal in HubSpot, Microsoft Dynamics 365, or Salesforce.

📌 Note: Booked hours are not affected by the invoicing process for Fixed Fee contract                lines, as hours have no impact on Fixed Fee billing.

Next Steps

✅ Approve and send an invoice
Learn how to review a draft invoice and send it to your client from PSOhub.
Invoicing in PSOhub

✅ Create a deposit invoice
Secure upfront payment by generating a deposit invoice before project work begins.
How to Create & Apply a Prepayment for a Fixed Fee Project 

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