I’m not able to view the discount provided for the transaction in the transaction’s PDF. What should I do?

To display the discount field in a transaction PDF, you have to choose the discount preference of your organisation. Here’s how:

• Go to Settings in the top right corner.
• Click General under Preferences.
• Scroll down to the Do you give discounts? section and:
  • Select At line item level if you want to provide discounts to each line item in the transaction.
  • Select At transaction level if you want to provide a discount for the entire transaction.

Now, you have to enable the Discount option in the template to view the discount field in the transaction’s PDF. Here’s how:

• Go to Settings in the top right corner.
• Select PDF Templates under Customisation.
• Select the module for which you want to enable the discount option in the Templates pane.
• Hover over the template for which you want to display the discount and click Edit.
• On the Edit Template page:
  • Go to Table on the left sidebar and check the Discount option if the discount preference of your organisation is At line item level. The discount field will be added as a column in the item table.
  • Go to Total on the left sidebar and check the Discount option if the discount preference of your organisation is At transaction level. Discount will be added as a field in the total section.
• Click Save.

The transaction’s PDF will now display the discount field based on your organisation’s discount preference.