# Plan Line Discounts

## Applying Discounts and Surcharges at Booking Level

### Applying Plan Line Discounts/Surcharges

Plan Line Discounts apply to **all bookings associated with a specific plan line**.

To add a Plan Line Discount:

1. Open the plan line **options** menu **([![Untitled design (4).png](https://kb.it-s.co.za/uploads/images/gallery/2025-12/scaled-1680-/untitled-design-4.png)](https://kb.it-s.co.za/uploads/images/gallery/2025-12/untitled-design-4.png))**
2. Select **Line** > **Plan Line Discounts**
3. Select the **Add (+) icon** to add a new line
4. Choose the **Gross/Nett, Pre/Post Rate, Discount Type** and enter the relevant value or percentage
5. Select **Save ( [![Discount Save 2.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/discount-save-2.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/discount-save-2.png)** **)** to apply

When saving, the user can choose:

- Whether the discount applies to the **Client**, the **Vendor**, or **both**
- Whether the discount should be applied to **existing bookings** on the line

If **Yes** is selected, the discount updates all existing bookings on the plan line. If **No** is selected, the discount applies only to bookings created after the discount was added.

### Modifying Plan Line Discounts

To modify a Plan Line Discount:

1. Select the **edit icon** **( [![Discount edit icon.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/discount-edit-icon.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/discount-edit-icon.png) )** on the discount line
2. Apply the modification
3. Select **Save ( [![Discount Save.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/discount-save.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/discount-save.png) )** to apply

When saving, the user can choose:

- Whether to update existing discounts **(Existing bookings)**
- Whether to update all discounts **(Existing and new bookings)**
- Whether to update none **(No changes are made)**

### Removing Plan Line Discounts

To delete a Plan Line Discount:

1. Select the **delete** **icon (** [![Discount delete icon.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/discount-delete-icon.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/discount-delete-icon.png) **)** the discount line

The discount will be removed from both the Plan Line Discounts menu and all affected bookings.