Recurring Product Invoicing: How to Set Up Automatic Invoicing in PSOhub

Published: 1 June 2026

Audience

Admin
Controller
Project Manager

Objective

This article explains how to set up automatic recurring invoicing for Product contract lines in PSOhub, so that invoices are generated on schedule without manual intervention.

Prerequisites

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

The project must already exist and be set to Active (or ready to be activated).

A Product contract line must already be added to the project with a Billing Frequency of Monthly, Quarterly, or Yearly.

The Invoice Method on the contract line must be set to Recurring fixed fee.

Steps

Configure the Product Contract Line

Open your project and go to the Financials tab.
Click the Product contract line you want to invoice automatically.
In the contract line panel, confirm that the Invoice Method is set to Recurring fixed fee.
Set the Start Date — the date PSOhub will begin generating invoices for this line.
Optionally, set a Due Date to define when automatic invoicing will stop.

📌 Note: The Due Date field is optional. If your product renews automatically (for example, an annual subscription), you can leave it blank. When the contract ends, return to the product line and enter the due date at that point.

6. Review the Billing Frequency field. This is inherited from the Product Price List and cannot be changed at the project level.

7. Click Save.

Set the Default Invoice Behavior

Click the edit icon (pencil) next to the project name to open the Edit Project panel.
Under Invoicing, locate the Default Status field and select one of the following options:

Option	Description
Draft	PSOhub creates the invoice automatically, but does not send it. You can review, modify, or delete it before sending.
Approved	PSOhub creates and approves the invoice automatically on schedule.

💡 Tip: Select Draft if you want to review invoices before they go out to clients. Select Approved if invoices should be sent automatically without manual review.

3. Click Save.

Result

PSOhub will generate invoices automatically for the Product contract line on the schedule defined by the Billing Frequency. The first invoice will be created on the Start Date, provided the project is Active. Subsequent invoices follow the defined frequency.

If multiple Product contract lines share the same Start Date, PSOhub will include them on a single invoice.

📌 Note: If you deactivate a Product contract line, PSOhub will stop generating invoices for that line.

View Your Recurring Invoices

Once invoices have been generated, go to the Invoices tab of your project to view them.

Each automatically created invoice includes all Product contract lines scheduled for that billing date. If the invoice was created as a Draft, you can open it to review or modify details such as descriptions, tax settings, or references before approving and sending.

Integration With Accounting Systems

If your PSOhub environment is connected to an accounting system such as QuickBooks, Xero, SAP Business One, or Exact Online, invoices generated automatically will sync to your accounting system once sent. The Accounting invoice number field on the invoice will display the external invoice number assigned by your accounting system.

Next Steps

✅ Review and send a draft invoice
Open a draft recurring invoice to validate the details and approve it for sending.
How to approve and send an invoice in PSOhub

✅ Set up products and price lists
Configure the products and billing frequencies used on your contract lines.
Products and Price Lists in PSOhub

✅ Understand invoicing in PSOhub
Learn how invoicing works across different contract line types in PSOhub.
Understanding Invoicing in PSOhub