Published: 1 June 2026
Audience
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Admin
-
Controller
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Project Manager
Objective
This article explains how to configure a Fixed Fee contract line in PSOhub to generate invoices automatically on a recurring monthly or yearly schedule.
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 yet
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 Recurring Fixed Fee.
Steps
- Open the project in the Financials tab.
- Click on the relevant Fixed Fee contract line to open its properties.
- Select Recurring fixed fee in the Invoice Method field in the right-hand pane.
- Complete the following fields that automatically appear in the left-hand pane:
| Field | Description |
|---|---|
| Start Date | The date on which PSOhub will begin automatically invoicing this contract line. |
| End Date | The date on which PSOhub will stop invoicing this contract line. This field is not mandatory. If recurring fees renew automatically, leave it blank and add an end date only when the contract is terminated. |
| Frequency | Select Monthly or Yearly as the invoicing recurrence. |
5. Click Save.
📌 Note: If you deactivate a contract line configured as a Recurring fixed fee, it will no longer be invoiced.
6. Navigate to the left-hand section of the project and click Edit (pencil icon).
7. In the right-hand pane of Edit Project, scroll down to the Invoicing section.
8. Under Default Status, select one of the options below. Click Save when complete.
| 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. |
📌 Note: If you create a project with the status Proposal and set a recurring start date for the same day, PSOhub will automatically generate the invoice as soon as the project status is changed to Active. If the project is already active when the recurring contract line is set up with a start date of the same day, the invoice will be generated on that day within the next hour.
Result
PSOhub automatically generates an invoice for this contract line on each recurrence 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.
📌 Note: If multiple recurring contract lines are scheduled to be invoiced on the same date, PSOhub combines them into a single invoice.
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
✅ Set up automated invoicing for your products too
Automatically generate recurring invoices for your Products like monthly subscriptions or annual maintenance fees.
How to Set Up Automatic Recurring Invoicing of Products
✅ Connect a financial integration
Link PSOhub to your accounting solution so invoices are posted and sent automatically.
How to Connect a Financial Integration in PSOhub