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How to Add a Discount to a Contract Line or Invoice

Learn how to apply a discount to a project contract so it is automatically reflected on invoices in PSOhub

Published: 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

Objective

This article explains two ways to apply a discount to a project contract line in PSOhub so that the discount is automatically reflected when invoices are generated.

Prerequisites

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

Project with a contract line
        A project with at least one contract line must already exist.

Option 1: Enter a Negative Value on a Contract Line

Steps

💡 Tip: Use this approach for a straightforward fixed discount that reduces the contract              value directly.

  1. Open the project and click the Financials tab.
  2. Click the + button to add a contract line.
  3. Click Fixed Fee from the pop-up selection. The Contract Line dialog box appears.
  4. Enter a name for the discount line (for example, Discount).
  5. In the Amount field under Financials, enter the discount as a negative value (for example, -1,350).
  6. Leave the Sales Budget and Budget Costs fields at 0.
  7. Click Save. The discount appears as a new contract line with a negative amount, reducing the overall contract value.

⚠️ Important: When you generate an invoice, be sure to select the discount line which will            then be automatically included, reducing the invoice total.

    Option 2: Create a Dedicated Discount Contract Line

    Steps

    💡 Tip: Use this approach when you want to apply a discount at the invoice level while                    keeping the contract value unchanged. This method gives you more control, including            the ability to define the discount amount per invoice and specify a validity period for              Exact Online integrations.

    1. Open the project and click the Financials tab.
    2. Click the + button to add a contract line.
    3. Click Fixed Fee from the pop-up selection. The Contract Line dialog box appears.
    4. Enter a name for the discount line (for example, Discount).
    5. In the right-hand pane, scroll down to Configuration. Toggle on the Discount Line option.
    6. Click Save. The discount contract line appears in the project contract with an amount of 0.

    📌 Note: When a Discount Line is configured, the Amount and Budget fields disappear                and cannot be edited. The discount amount is defined at the invoice level.

           7.   To apply the discount to an invoice, Click + Create invoice, select the contract lines to invoice,                and click Create Invoice.

           8.   Click Close when the Invoice is created. The invoice screen appears.

           9.   Click the + Add discount button at the top of the invoice. The Select a discount line dialog                        box appears.

          10.  Check the discount line you want to include in this invoice. Click Save.

           11.  The discount is applied to the draft invoice. From here:

    • Click Preview to review the draft invoice in a new browser tab.

    • Click Approve invoice if approval is required before sending.

    • Click Send invoice to send the invoice to your accounting software or directly to your customer.

    Result

    Option 1: The discount reduces both the contract value and the invoice total. The contract line shows the invoiced negative amount after the invoice is sent.

    Option 2: The discount is applied at the invoice level only. The contract value remains unchanged, while the discount contract line shows the invoiced negative amount. This keeps your contract value intact while accurately reflecting the discount on the invoice.

    Next Steps

    ✅ Approve and send an invoice
    Learn how to review a draft invoice and send it to your client from PSOhub.
    Invoicing in PSOhub

    ✅ Manually invoice Fixed Fee contract lines
    Generate a manual invoice for Fixed Fee work and send it to your customer.
    Manual Invoicing of a Fixed Fee in PSOhub

    ✅ Manually invoice T&M and expense contract lines
    Generate a manual invoice for time and expenses and send it to your customer.
    Manual Invoicing of T&M and Expenses in PSOhub

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