WHAT IT DOES
Deposit lines used to be a typing job. Pick the VAT article, type the amount, repeat. The calculator does the sum for you. Tick the products the deposit should cover, enter a percentage, and the line is ready.
The calculator lives in the Invoice deposits panel
HOW TO USE IT
Open the offer invoice
Go to your project and open Create customer offer invoice. The calculator is in the Invoice deposits section near the bottom.
Pick the products
In the products table, tick the ones you want the deposit to be based on. If the list is long, use the supplier and product category chips to filter it down, for example to show only accommodation. Filters only change what is on screen, so anything you have already ticked still counts. A note tells you how many of your ticks are hidden by the filter.
Tick the products the deposit should cover.
Add a calculated deposit
In the Add a calculated deposit panel:
Choose Incl. VAT or Excl. VAT as the basis. The same choice sets the "Incl. VAT" flag on the line it creates.
Type the percentage. For example, 30.
Click Add calculated deposit. A new line appears under Deposit lines with the amount filled in. Pick the VAT article yourself, since the ticked products may use more than one.
Enter a percentage. The selected total is shown next to the buttons.
Split by VAT article
If your selection spans several articles (common when an offer mixes accommodation, transport and fees), click Split by VAT article instead of Add calculated deposit. You get one line per article, with the article preselected and the article number in the description.
Split by VAT article produces one line per unique article.
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.
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.
📌 Reduce does not check whether you have already credited a deposit. That is by design: you are trusted to keep track. Scan the previous deposits list if you are unsure.
WATCH THE WALKTHROUGH
