How do you show Discounts and Modifiers in the Grand Total Summary

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

Grand 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.

*Note: You may want this to be a different template. You can easily duplicate a template first by clicking the Options button > Clone Current Template, then re-title it with something like “with discount” at the end

Customize 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.

!This only works for discounts added in the modifiers section from a proposal. If you added in a discount as a line item on the proposal, it will not show up in the grand total summary.