Percentage surcharge on the document total

One click in the totals block adds a percentage on top of all positions — split correctly across mixed VAT rates.

New

  • Surcharge on the document total. The totals block of a quote, invoice or delivery note now has an “Add surcharge” button. You give it a name — “Service surcharge”, for example — and a percentage, and the amount appears as its own position at the end of the document. Removing it again is one click on the bin icon next to it.

  • Mixed VAT rates are split correctly. If a document contains positions at 7 % and at 19 %, one surcharge line is created per VAT rate with its matching share — together they add up to exactly the percentage you entered, down to the cent. The dialog shows this before you confirm, so you know what you are getting. A surcharge always carries exactly one VAT rate; anything else would report the wrong VAT.

  • The surcharge keeps up. Change a position afterwards and the surcharge adjusts automatically — even when a VAT rate disappears from the document or a new one appears. It prints on the PDF like any other position and is part of the e-invoice as its own line with its own VAT rate.

  • The discount field now points to the surcharge. Typing a negative value there gives you a hint about the new button instead of a silent zero.

Univents-Newsletter

Produkt-Neuigkeiten und Praxistipps für Event- und Catering-Betriebe. Etwa einmal im Monat, nicht öfter.