Plan Line Discounts

Applying PLanDiscounts and Surcharges at Booking Level

Applying Plan Line Discounts

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

2. Select Line > Plan Line Discounts

3. Select Add Discount

4. Choose the Discount Type and enter the relevant value or percentage

5. Save to apply the discount

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.

Removing Plan Line Discounts

To delete a Plan Line Discount:

• Select the delete icon on the discount line

• Confirm the deletion when prompted

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