Published: 1 June 2026
Audience
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Admin
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Controller
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Project Manager
Objective
This article explains how to configure installment-based invoicing on a Fixed Fee contract line in PSOhub so that fixed amounts are automatically invoiced on specific dates.
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
No time must have been booked against the contract line yet. Once time has been booked, the invoice type can no longer be changed.
Steps
- Open the project to the Financials tab.
- Click on the fixed fee contract line for which you want to configure automatic invoicing. The contract line properties appear.
- In the right-hand pane of the contract line properties, select Installments in the Invoice Method field,
- In the left-hand pane enter the number of installments in the blank field next to +Add installments.
- Click +Add installments. PSOhub generates the installment schedule lines based on the number entered.
- For each installment line, complete the following fields from left to right:
| Field | Description |
|---|---|
| Due date | The date on which PSOhub will automatically generate the invoice for this installment. |
| % | The percentage of the contract line amount to be invoiced for this installment. The total across all installments must equal 100%. |
| Amount | Calculated automatically as the contract line amount multiplied by the percentage. |
| Description | Optional text displayed next to the contract line name on the invoice. |
📌 Note: You can modify a due date or percentage on any installment that has not yet been invoiced. If you adjust a percentage, make sure the total across all installment lines still equals the contract line amount.
📌 Note: If you deactivate a Fixed Fee contract line configured with installments, it will no longer be invoiced.
📌 Note: If multiple installments share the same due date, PSOhub will combine them into a single invoice.
7. Click Save.
8. Navigate to the left-hand section of the project and click Edit (pencil icon).
9. Scroll down in the right-hand pane of Edit Project to the Invoicing section.
10. 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
PSOhub automatically generates an invoice for each installment on its scheduled due date. Invoices appear in the Invoices section of the project as well as in the Invoices module of the main menu.
- If set to Draft, open the invoice to review and modify it before approving and sending.
- If set to Approved and send, the invoice number is displayed in the left-hand section of the project. If PSOhub is not connected to a financial solution, the invoice is sent directly to your customer. If PSOhub is integrated with a financial solution, the invoice is first posted there, where it generates and sends the invoice to your customer. The accounting invoice number appears in the Accounting invoice number field.
Next Steps
✅ Set up your invoice settings
Configure your invoice email, default sender, footer, and other invoice defaults for your organization.
Invoice Settings in PSOhub
✅ Connect a financial integration
Link PSOhub to your accounting solution so invoices are posted and sent automatically.
Integrate Your Business Unit(s) with Financial Software