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Add a discount to an invoice
Add a discount to an invoice

Understand how to add a discount contract line for invoicing

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over a week ago

Updated 23rd January 2024

Discounts can be added to a project's contract and triggered for invoicing.

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

The New contract line dialog box appears:

Enter a name for the discount line. Your discount will be a fixed amount so you need to select the Fixed fee billing type. The fixed fee option will trigger the Discount line option to appear. Select this check box and click Save.

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

The contract will appear with the new Discount contract line. You will see that the discount has it's own dedicated icon:

Create your invoice, by clicking Create invoice and 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 following dialog box appears. Add the discount amount. In this example, a 15% discount ($ 1,350) has been awarded from the $ 9,000 invoice total and a description has been entered:

Click Save.

The discount is applied to the draft invoice:

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

If you are satisfied with the draft, close the browser tab and return to PSOhub. If your invoice requires approval before being sent, then click Approve invoice. Click Send invoice to send the invoice to your integrated accounting software or directly to your customer. The below message will remind you that you can no longer make any changes should you approve and send the invoice. Click Proceed.

PSOhub changes the status of the invoice to Sent, the invoice number appears for reference, and a copy of the invoice as a PDF file is shown in the left-hand pane:

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