Adding items to invoice
When we add items to an invoice with the button (add an item for each receivable) we expect that all the discounts will be used within the invoice items. In stead the discount is set to 0%. Could you explain why this is?
Answer
You can apply the discounts on several levels.
If you applied it on the Total Agreed of the Task, it will not be visible on the invoice items, if you use the option [add an item for each task receivable].
If you, however discount a particular item (let's say Translation, but not Proofreading), using this option to create invoice items makes sense and the discounts should be visible.
In XTRF, you can add discounts on two levels: task and receivable. They are not related.
When preparing an invoice with the "Add an item for each receivable" button, the task level discounts are omitted.
Using "Add an item for each task" button sums up all receivable totals and then applies the task discounts.
The general use of the three buttons is explained in our Academy's Guide to Invoicing - look for Define invoice details video. Let me paste a link there for others to see a reference to your question.
Customer support service by UserEcho
You can apply the discounts on several levels.
If you applied it on the Total Agreed of the Task, it will not be visible on the invoice items, if you use the option [add an item for each task receivable].
If you, however discount a particular item (let's say Translation, but not Proofreading), using this option to create invoice items makes sense and the discounts should be visible.