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Automatic Invoicing: How to Invoice Upon 100% Used in PSOhub

Learn how to set up a contract line to be automatically invoiced when 100% of the amount has been used

Published: 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

Objective

This article explains how to configure a Fixed Fee contract line in PSOhub to generate an invoice automatically once the value of booked hours equals the contract line amount.

Prerequisites

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

Fixed fee contract line
        The contract line must be set up as a Fixed Fee.

No time booked against the contract line
        No time must have been booked against the contract line yet. If time has already been          booked against a manually configured contract line, the invoicing type cannot be                      changed to 100% Used.

Steps

  1. Open the project in the Financials tab.
  2. Click the relevant contract line to open its properties.
  3. In the right-hand pane, select 100% Used in the Invoice Method field.
  4. Toggle on the Disable on Budget Reached option.
  5. Click Save.

💡 Tip: Enabling Disable on Budget Reached is best practice when using the 100% Used              invoicing method. Since this is a one-time invoice, deactivating the line prevents                        further time from being booked against it after the invoice is generated.

        6.    Click Edit (pencil icon) in the left-hand pane of the project.

        7.     Scroll down in the right-hand pane of Edit Project to the Invoicing section.

        8.     Select one of the options below for your automatic invoicing process. Click Save when                               completed. 

Option Description
Draft Invoices are generated as drafts. You can review, modify, and send them manually. If you delete a draft invoice, it will not be generated again.
Approved and send Invoices are automatically approved and sent to the customer on each recurrence date.

Result

Once the value of booked hours equals the amount on the contract line, PSOhub automatically generates the invoice. You will find it in the Invoices section of the project as well as the Invoices module in the main menu.

📌 Note: To view the financial solutions PSOhub integrates with, go to Settings >                                 Integrations > Business Unit Apps.

Next Steps

✅ Set up your invoice settings
        Configure your invoice email, default sender, footer, and other invoice defaults for your                            organization.
         Invoicing in PSOhub: Introduction to Billing Your Projects

✅ Schedule installments for your fixed fee contract line
        Learn how to manage Fixed Fee installments to schedule phased payments and improve cash                flow forecasting.
        Automatic Invoicing: How to Invoice Installments with Due Dates in PSOhub

✅ Connect a financial integration
        Link PSOhub to your accounting solution so invoices are posted and sent automatically.
         How to Integrate Your Business Unit(s) with Financial Software in PSOhub

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