Related Questions:
Why isn't there a discount on my Documents?
How come the discount I gave on the Invoice isn't showing up on the Proposal?
Answer:
Percentage Discounts are directly connected to Invoices, as such, if you would like to show the Discount you applied to an Invoice on other Documents, you will need to connect the two and then choose the correct source/Merge Fields for your Document Elements.
Please note: This article does not apply to dollar-amount Discounts added as Line Items.
Connecting Your Invoice to the Document
This can be done straight from the Document you would like to link. Under Linked Invoices, choose the correct Invoice from the picklist dropdown.
Displaying the Discount Amount
Once the Invoice is linked to the Document, there are two options for how to display the Discount amount. You can either use Merge Fields or the Menu Items Element.
Merge Fields
In the location on the Document where you wish to display the Discount; ensure there is a Text Box Element
Double-click the Text Box Element to edit it and place the cursor where you would like the text to display
Choose the 'Invoice' merge field dropdown options
Choose 'Discount'
Correct any formatting and click 'Apply'
Click Save
Menu Items Element
In the location on the Document where you wish to display the Discount; drag and drop a Menu Item Element
Double-click the Element to edit it
Choose 'Invoice' as the source
Under the subheading 'Line Item Options', deselect all the checkboxes
Under the subheading 'Summary Options,' select Discount and any other summary options you wish to display
Important! If you choose to show other Summary options such as the 'Total Price,' please remember the source is the Invoice that is linked to the Document. If you want to show the full total of the Booking, then the Invoice needs to have all the Line Items added to it.