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.

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