Hello community,
I want to be able to report on the value entered into ‘+ Add discount, fee or tax’ in the ‘Review Line Items’ page on Quotes:
Support have told me this isn’t possible. Is there a work around on this?
Status: Idea Submitted
Hello community,
I want to be able to report on the value entered into ‘+ Add discount, fee or tax’ in the ‘Review Line Items’ page on Quotes:
Support have told me this isn’t possible. Is there a work around on this?
Yep same issue for me - keen to know how if you ever got to a solution here @JBilton4! ![]()
Upvoting! I just posted a feature request related to this issue. The “Add discount, fee, or tax” is exactly where a user would expect to record an adjustment like, in my case, an Amazon platform fee.
However:
From an end‑user perspective, this is confusing: the UI provides a place to add a fee/discount that clearly affects the totals, but the data is “invisible” to automation and integrations. This really should be addressed ASAP or completely overhaul these below the subtotal line fields.