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/surcharges applied 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.
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.
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.