Steps
Open the Document
Go to your Booking.
Click the Documents tab.
Open the document you’d like to edit (for example, DC-00200).
Locate the Menu List Section
Scroll through the document until you find your Menu List or pricing section.
Hover over that section and click the pencil icon (✏️ Edit) on the right-hand side.
Select Financial Fields
In the Menu List Settings window that appears, scroll down to the Summary Options area.
Check the boxes for:
✅ Subtotal
✅ Taxes Summary
✅ Total Price
✅ Amount Paid
Apply Changes
Once selected, click Apply to confirm your updates.
Then click Save in the document toolbar to keep your changes.
Preview Your Document
Click Preview to review your document and confirm that the financial summary appears correctly at the bottom of your Menu List.
Notes
These values automatically pull from your Menu Items and Payments in the booking.
The Amount Paid field only appears if payments have been logged under the booking’s Payments tab.
Adjusting any menu items or taxes will automatically update the totals in your document.
Steps to Add the Amount Paid Merge Field
Open the Document
Navigate to the relevant Booking.
Click the Documents tab.
Select the document you’d like to edit.
If it’s marked as Completed, click Edit to revert it to Draft.
Enter Edit Mode
Click on the text area or section where you want the Amount Paid value to appear.
The Edit Text window will open on the right-hand side.
Insert the Merge Field
From the merge field dropdown in the editor toolbar, select:
Booking - amount paidThis inserts the merge field:
{{booking.amountPaid}}You can format it with text, for example:
Amount Paid: {{booking.amountPaid}}
Save the Document
Click Apply, then Save.
Preview the document to confirm the amount displays correctly.
