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 and selecting System Settings from the dropdown menu. On the configuration page, navigate to the Sales section and click Contract Line Items. From this screen, click the + Line Item Type button to begin setting up a new fee or discount item.
In the creation window, enter a Name that clearly identifies the line item—for example, Photography Fee, Design Setup, or Barter Credit. Next, choose whether the item should be categorized as a Fee or a Discount using the Type dropdown. If your organization uses a general ledger or accounting integration, you can optionally enter a GL Account Code and GL Code to sync this item with your financial system. If the line item represents a non-cash transaction such as barter or trade, toggle Alternative Payment Tracking to ON to enable tracking for alternative payments within MediaOS.
