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How to Approve and Send an Invoice in PSOhub

Learn how to approve and send a draft invoice to your client in PSOhub

Published: 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

Objective

This article explains how to approve and send a draft invoice in PSOhub, including how to locate the invoice, move it from Draft to Approved, and send it to your client.

Prerequisites

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

Draft invoice status
        The invoice must be at Draft status. Only draft invoices can be approved and sent.

Steps

  1. Locate the invoice using one of the following methods:
    • Open the project and find the invoice in the Invoices tab.
    • Navigate to Invoices from the main menu and click the To be approved tab to see all draft invoices.
  2. Click the invoice to open it.
  3. Click Approve invoice. A confirmation dialog appears stating that no further changes to the invoice will be possible once approved.
  4. Click Proceed. The invoice status changes from Draft to Approved.
  5. Click Send invoice. A confirmation dialog appears.
  6. Click Confirm & Send. The invoice status changes to Sent and an invoice number is generated and displayed in the left-hand pane.

📌 Note: If PSOhub is not integrated with a financial solution, the invoice is sent directly to          your client from PSOhub.

📌 Note: If PSOhub is integrated with a financial solution, the invoice is first posted to your          financial system, which generates its own invoice number visible in the Accounting                     invoice number field. Your financial solution then sends the invoice directly to your                    client. You can find the list of supported financial integrations in Settings >                                         Integrations.

Result

The invoice is sent to your client and its status updates to Sent. An invoice number is assigned and displayed on the invoice record. If you use a financial integration, the invoice is also recorded in your financial system with a corresponding Accounting invoice number.

Next Steps

✅ Create a credit note
        If an invoice needs to be corrected after sending, generate a credit note directly from the sent              invoice.
         How to Create a Credit Note in PSOhub

✅ View invoice general information
        Understand the fields available on an invoice and which ones can still be edited at Draft or                      Approved stage.
         Invoice General Information: What You Can View & Edit on a PSOhub Invoice

✅ Explore all invoicing options
        Learn about the full range of invoicing methods available in PSOhub.
         Invoicing in PSOhub

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