How do you show modifiers and discounts in the Grand Total Summary?

Grand Total SummaryGrand Total Summary

To show modifiers and/or the total discount your client is getting in the grand total summary on a client proposal, change order report, or sales order summary, as a separate summary line follow these steps:

1. Add the Modifier Line or Discount Line to your Custom Grand Total Summary within your Custom Template

  • Settings > Custom Templates > Choose the template you want to display the discount amount in the grand total summary > Options (tab) > Summary Options (tab) > Grand Total Summary select Custom in the drop-down menu.

Customize Grand Total SummaryCustomize Grand Total Summary
  • When the Custom option is selected, you will be presented with 15 rows of drop-downs where you can select which summary items to present. Be sure to select a Modifier option or Discount Option as one of the lines to include it in your Grand Total Summary.

Find out more about these options here.

  • In your client proposal preview, be sure to select the correct template. Once you create the PDF, be sure to include the grand total summary in your report.
Last modified: 21 Sep 2023

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