Add a discount to a contract line

Updated 29 November 2025

In PSOhub, you can apply discounts directly within a project’s contract, ensuring they are automatically reflected when invoices are generated. There are two ways to set this up:

Enter a negative value directly on a contract line
Create a fixed fee discount contract line

1. Enter a negative value directly on a contract line

In your project, create a new contract line by clicking the Add line button:

Add a new line on a contract to create a discount

The New contract line dialog box appears:
New contract line properties to enter a negative fixed fee amount

Enter a name for the discount line. Your discount will be a fixed amount, so select the Fixed fee billing type. In the Amount field, enter the discount as a negative value. The Budget (Sales) and Budget (Costs) fields will be 0. Click Save.

When a discount is added, the contract will display a new fixed fee contract line. The Amount will appear as a negative value, reducing the project’s contract value from € 9,000 to € 7,650.
Negative fixed fee displayed in contract

Note: The discount is also reflected on any invoices generated from the contract, ensuring consistency between contract value and billing:

Click Preview to review the draft as a document in a separate browser tab:

Preview of invoice containing negative fixed fee amount

If you are satisfied with the draft, close the browser tab and return to PSOhub. If your invoice requires approval before being sent, click Approve invoice. Click Send invoice to send the invoice to your integrated accounting software or directly to your customer.

In the project’s contract, the discount line shows an invoiced amount of € -1,350:

Contract showing the invoiced negative amount

2. Create a fixed fee discount contract line

In your project, create a new contract line by clicking the Add line button:

Click Add line button to create a new contract line

The New contract line dialog box appears as shown below. Enter a name for the discount line. Your discount will be a fixed amount, so you need to select the Fixed fee billing type.
Select fixed fee billing type

Next, click on the Advanced tab. Select the Discount line option Yes.

In the Advanced tab, select Yes for a Discount line

Return to the General tab.

Note: The fixed Amount and Budget fields are automatically set to 0 and cannot be amended:

Back in the General tab, notice the discount is defaulted to a 0 fixed fee amount

Click Save.

The contract shows the new Discount contract line:

The contract shows the discount contract line

Create your invoice by clicking Create invoice and, if necessary, selecting your invoice contact person and type of invoice (Summary of Detailed).

The Select lines dialog box appears, where you can select the contract lines to be invoiced:

Click Create to prepare the draft invoice. Then, click the ellipsis (...) button and select Add discount:

The Select a discount line dialog box appears. There may be cases when you have multiple discount lines for multiple contract groups. Here, you can select the specific discount line(s) to be invoiced by checking the appropriate box and clicking Save:

The discount line is added to the draft invoice. Select the discount line to add the discount amount:

The discount contract line is added to the invoice

The dialog box below appears. Add the discount amount. In this example, a 15% discount (€ 1,350) has been awarded from the € 9,000 invoice total. An optional description can be entered to explain the discount.

Important: The Date From and Date To fields are optional and can be used to specify the period during which the discount is valid. When PSOhub is integrated with Exact Online, this period will appear in the invoice details in Exact. These dates will not appear on the invoice in PSOhub.
Edit the invoice line to add an optional description and if connected to Exact Online, add the date period the discount is valid.

Click Save.

The discount is applied to the draft invoice as a negative value in the To be invoiced column:
The discount invoice line showing the description and period.

Click Preview to review the draft as a document in a separate browser tab. The period will not appear as it's exclusive to Exact Online:

In the project’s contract, the Discount line shows an invoiced amount of € -1,350, while the Amount column displays € 0. This means the discount is only applied at the invoice level. The contract value itself remains unchanged at € 9,000.

The discount invoiced amount in the contract

When integrated with Exact Online, the invoice will display the discount with the From and To dates:

Add a discount to a contract line

Understand how to add a discount contract line for invoicing

1. Enter a negative value directly on a contract line

2. Create a fixed fee discount contract line