What is the deposit calculator?
Deposit lines used to be a typing job. Pick the VAT article, type the amount, repeat.
The deposit calculator does the sum for you. Simply select the products the deposit should cover, enter a percentage and the deposit line is ready.
🧮The calculator lives in the Invoice deposits panel.
How to use it
1. In your project, go to the "Customer invoicing page" and create a "new offer invoice".
You'll find the deposit calculator under Invoice deposits at the bottom of the page.
2. Select the products you want to include in the deposit calculation.
💡Narrow down your product list
If your project has a lot of products, use the supplier or product category filters to narrow down what's displayed — for example, to show only accommodation.
Found towards the top of the page.
Filters only affect what's visible on screen, so any products you've already checked still count towards the calculation. A note will tell you how many of your checked products are hidden by an active filter.
3. Add a calculated deposit
In the "Add a calculated" deposit panel:
a) Choose Incl. VAT or Excl. VAT as the basis. The same choice sets the "Incl. VAT" flag on the line it creates.
b) Type the percentage amount. For example, 30.
c) Click "Add calculated deposit". A new line appears under "Deposit lines" with the amount filled in. Pick the VAT article, since the selected products may use more than one.
Enter a percentage. The selected total is shown next to the buttons.
Split by VAT article
If your selected products use more than one VAT article, click "Split by VAT" article instead of "Add calculated deposit". You'll get one deposit line per VAT article, with the article preselected and the article number added to the description.
Split by VAT article produces one line per unique article.
When would I need to enter more than one VAT article?
This is most common in countries where multiple VAT rates apply due to a mix of accommodation, transport and fees.
How to reduce a previous deposit
To reverse an earlier deposit, find it in the "Previously invoiced deposits" table and click "Reduce". That adds a matching negative line with the same article, so you do not have to retype the amount.
"Reduce" on the previously invoiced deposits table adds a matching negative line.
📌 "Reduce" doesn't automatically check whether a deposit has already been credited, so take a moment to review the previously invoiced deposits list before reducing.
Good to know
✅ Your product ticks stay in place after each Add calculated deposit and Split by VAT article click. Change the percentage and add another line without reselecting everything.
See it in action
