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When it comes to client-related finances, the discounts and surcharges can be applied in two ways:

1. To a task
   

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2. 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.
  

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As a result, the invoice will show the name of the discount or surcharge applied.

InfoIf you select the Add one item for all tasks option, the name of the discount or surcharge won’t be displayed on the invoice

The name of the discount/surcharge will appear on the invoice only when the Add an item for each task option is selected and the Client invoice receivable item name expression includes the receivable.amountModifiersDescription}tag. To check or change this expression, go to the Configuration menu > Templates > Expressions. To learn how to edit expressions, see the Templates - Expressions article.

Note

If you use the Add an item for each task receivable option for a project where a discount or surcharge was applied to a task, the discount/surcharge won’t be 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 was applied to a receivable, the discount/surcharge will be taken into account in the invoice despite its name not being displayed.