If the discount you applied to an invoice isn’t showing up on your document or contract, it’s usually because the invoice isn’t linked properly or the document isn’t set up to display the discount. Follow these steps to ensure your discount appears correctly.
Step 1: Link the Invoice to the Document/Contract
Open your Document or Contract in Event Temple.
Scroll to the Linked Invoices section.
Select the invoice that contains the discount.
Click Save.
Step 2: Display the Discount
You have two options:
Option A: Using a Merge Field
Add a Text Box element where you want the discount to appear.
Double-click to edit the Text Box.
From the top menu, open the Invoice merge field list.
Select Discount and format as needed.
Click Apply → Save.
Result: The discount dynamically pulls from the linked invoice.
Option B: Using a Menu Items Element
Drag a Menu Items element into the desired section.
Double-click to edit.
Set Source = Invoice.
Under Line Item Options, uncheck all boxes.
Under Summary Options, select Discount (and optionally Total, Tax, or Subtotal).
Click Apply → Save.
Result: The document shows a summary line for the invoice discount amount.
Important Notes:
Only percentage-based discounts appear this way; flat dollar discounts added as individual line items will not display automatically.
To ensure totals match exactly, include all items (food, beverage, rentals, etc.) in the linked invoice before linking it to the document.