Contract line items in MediaOS give you the flexibility to represent additional fees or discounts directly within proposals and contracts. Whether you're charging for external services like photography or offering itemized discounts, line items allow you to reflect real value in a way that's both transparent and customizable.
Why Use Contract Line Items? #
Line items help you clearly break down the components of your packages and services, so clients understand the full scope and value of what they’re purchasing. For example, if you collaborate with outside designers, you might create a pre-set Design Fee or Photography Fee to show clients exactly what they’re paying for—and what’s included in each proposal.
This approach not only enhances clarity but also allows your team to maintain consistency when quoting and billing clients.
Configuring Contract Line Item Settings #
To create a new contract line item type, start by clicking your profile avatar in the bottom-left corner of the screen. From the dropdown menu, select System Settings. You’ll be taken to a configuration page with three main sections: System, Sales, and Accounting.
Under the Sales category, click Contract Line Items. On this screen, select the + Line Item Type button to begin setting up a new fee or discount type.
In the creation window, complete the following fields:
- Name: Enter a clear, descriptive name for the line item (e.g., Photography Fee, Design Setup, Barter Credit).
- Type: Choose whether this item represents a Fee or a Discount.
- GL Account Code and GL Code: These fields are optional and only required if you're syncing with a general ledger or financial system.
- Alternative Payment Tracking: Turn this option ON if you're tracking non-cash transactions like barter or trade.
Once all fields are complete, click Save to finalize the new line item type.
