Apply custom discounts to open invoices in MediaOS using a line item that reflects the reduced amount clearly and accurately.
When You Can Add a Discount #
MediaOS allows you to add or adjust line items on any invoice that is still in an unpaid status. This flexibility makes it easy to apply discounts, corrections, or manual adjustments before finalizing the invoice. Discount line items are especially useful when issuing price reductions tied to promotions, client negotiations, or bundled services.
How to Add a Discount Line Item #
To get started, click Accounting in the left-hand navigation menu. Then locate the invoice you'd like to update and click View to open the Invoice Details panel.
Ensure the invoice is still unpaid. If it is, click the Edit button to open the Invoice Edit window.
Inside the editor, click Add Line to create a new line item. In the Product/Service/Line Item field, select the appropriate discount item from the dropdown list. These custom line item types are configured in your Custom Line Item Types settings.
Once selected, enter a short explanation in the Description field to clarify why the discount is being applied. Then input the discount value in the Amount field. Discounts should be entered as negative values to subtract from the invoice total.
When you're satisfied with your entry, click Save Invoice to apply the changes and update the invoice.
Tip: To configure reusable discount types in advance, visit the Custom Line Item Types section under System Settings > Sales.
