Select the document currency before saving and review its accounting conversion.

1. Choose the customer first

Open the invoice draft and select the customer. Its default currency may fill automatically, so check the Currency dropdown beside the customer afterward.

2. Set the invoice currency

Choose the agreed currency. Review each line’s rate and total in that currency.

3. Review conversion

Open the document’s Accounting panel and check any required exchange rate to your business currency. Use the appropriate transaction-date rate.

Accounting shows the invoice’s currency-conversion choices.
Accounting shows the invoice’s currency-conversion choices.

4. Check payment and preview

Review Payment Methods for any unsupported currency notice. Save and preview before sending. Customer and currency become restricted once a payment is recorded.