Published 3 November 2025
Use manual usage-based invoicing when a Product is billed according to actual consumption or usage.
In PSOhub, actuals can be tracked by logging expenses against the Product contract line. These expenses represent the usage that will later be invoiced.
In this case, the Billing Frequency will be set to Usage-based and the Invoice Type will be Manual.
Set your invoice detail level
Since you're invoicing a usage-based Product, you can choose how detailed your invoice should be. In the left hand pane of the project, under Invoice Detail Level, choose:
- Detailed – to display individual expense entries
- Summary – to summarize expense entries by Product
Prepare your project for invoicing
When you're ready to generate your invoice:
Open your project and confirm that usage has been tracked as expenses against the Product contract line.
The Used column in the Contract will display the total expense amount logged for the Product.
If you'd like to review what actuals have been logged against this Usage-based Product, you can go to the Expenses section of the project and click on Show all related expenses.
Create a usage-based invoice
On the Contract tab. Click Create Invoice.
PSOhub will open the Select Lines window, with the follow information to validate.
| Field | Description |
| Select the invoice period | Defines the period to invoice. The default period starts on the first day of the current year and ends on the last day of the previous month; you can overwrite this if needed. In the case of one-time Products, this is not relevant. |
| Select contract lines | PSOhub will display all of the contract lines available for invoicing from this project, based on the Invoice Period set. |
| Line ID | The contract line ID of the line |
| Name | The name of the contract line |
| Type | The contract line type |
| Amount | The total amount of the contract line |
| Invoiced | The amount invoiced for the contract line to date |
| To Be Invoiced | The amount remaining to be invoiced for this contract line |
Important: When setting the invoice period for the invoice, it's important you ensure the dates of logged expenses are included in the date period, or the Product contract line will not appear.
Select the relevant contract lines you'd like to invoice.
Click Create. PSOhub will now generate the invoice.
Review and send the invoice
Once the invoice is generated, you can review it before sending.
In the left-hand pane, the status is set to Draft until you click Send Invoice.
You can click Edit to modify details such as the PO/Reference, Footer, Note and Tags
In the Invoice tab, review the totals per Product line, tax calculations, and overall invoice amount.
Click Preview to generate a PDF version of the invoice.
If your Invoice detail is set to Detailed, PSOhub will include the individual expense entries in the Invoice document.
After review, click Send invoice to finalize it.
Once sent, the Product line’s Invoiced column will update automatically. The invoice will also appear in the project’s Activity Feed and in any connected financial integrations (Quickbooks, Xero etc).