How to display a discount or surcharge on a client invoice?

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

To a task
Smart projects

Classic projects
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 discount or surcharge applied.

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 single-task item name expression includes the ${task.amountModifiersDescription} tag. To check or change this expression, go to the Configuration menu → Templates → Expressions.

IMPORTANT!

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.