When it comes to client-related finances, the discounts and surcharges can be applied in two ways:
To a task
To a receivable
While creating a client invoice, you need to take into account the place where the discount/surcharge is applied. Otherwise, it won’t appear on the invoice.
For discounts/surcharges applied to tasks, click the Add one item for all tasks or Add an item for each task button.
For discounts/surchargesapplied to receivables, click the Add an item for each task receivable button.
As a result, the invoice will show the name of the discount or surcharge applied.
| Info |
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If you select the Add one item for all tasks option, the name of the discount or surcharge won’t be displayed on the invoice. |
| Note |
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If you use the Add an item for each task receivable option for a project where the a discount or surcharge were was applied to a task, the discount/surcharge won’t be taked taken into account in the invoice. However, if you use the Add one item for all tasks or Add an item for each task option for a project where the discount or surcharge were was applied to a receivable, the discount/surcharge will be taked taken into account in the invoice despite its name not being displayed. |