When you send a proposal with alternatives at different price points (say a 1-day option and a 2-day option), you often want different discount terms on each one. By default a discount applies to whichever alternative the client picks, so the same amount comes off no matter which option they choose.
The Applies To field on the pricing adjustment controls this. Set it to Entire Alternative and the discount is scoped to that one option only.
Finding Your Proposal
Locate the proposal, or search for the title, client name, or invoice number in the global search bar.
Adding a Discount to One Alternative
Repeat the same steps on the other alternative if you want a different discount there. Each adjustment stays attached to the alternative it was scoped to.
Understanding the Applies To Options
When a proposal has alternatives, the Applies To dropdown groups everything by alternative. Each alternative leads with its Entire Alternative option, and the individual packages and line items inside it are listed indented beneath. Use the narrower targets when you only want part of an alternative discounted.
- Complete Booking: applies to whichever alternative the client selects. This is the default and is not what you want when each alternative needs its own discount.
- Entire Alternative: [alternative title]: applies to that whole alternative. A percentage is calculated against every package in the alternative plus its add-ons, extras, and backdrops. This is the option you want most of the time.
- Package & Add-Ons/Extras: [package name]: applies to one package plus everything bundled under it. Useful when an alternative holds more than one package and you only want to discount one of them.
- Package Only: [package name]: applies just to the package line and leaves the add-ons and extras at full price.
- Individual line items: each add-on, extra, and backdrop is listed on its own for discounting a single item. The labels follow your own category names, so they may read differently in your account.
What Happens When the Client Picks One
Once the client chooses an alternative, the alternatives they did not pick are removed along with any discounts scoped to them. The discount on the alternative they chose is converted to a booking-wide adjustment and stays on the invoice, and the change is logged in the booking history. Nothing to clean up on your end.
A Note on Discount Codes
Discount codes (coupons) use the same applies-to logic, but it is set on the code itself, not per-alternative on the proposal. When a client redeems a code on a proposal with alternatives, the discount applies based on how the code was configured, not based on which alternative they pick. If you need truly different discount amounts on each alternative, add them manually as described above rather than relying on a code. See How do I create and use discount codes? for the full breakdown.