Sales Invoices in different currencies

#1

I am going crazy trying to figure out how I got a single invoice into USD (which is correct) and paid to a USD account. I can’t get another invoice into USD. I even tried cloning the invoice, but after I did so, it turned into IDR (My base currency is IDR). I have one USD account which is paid into for overseas orders and also used for USD purchases for import. I’ve tried receiving money for the invoice into the USD account, but the payment gets posted as IDR.

This is a screen shot to show what I mean. “Bryan Richards” has a USD invoice. “Michael Ford” should also have a USD invoice, but it only posts as IDR. I really don’t understand what is going on.

#2

Currency of invoice is derived from currency of customer. So you need to go to Customers tab, click Edit button on “Michael Ford” and make sure currency of this customer is set to USD. Then all his invoices, quotes, credit notes etc. will be in USD.

#3

Brilliant!

Thanks!!!

#4

While editing customers it doesn’t show any option to set currency. Likewise, while creating new exchange rates, it just shows date column w/o currency or filed to enter exchange rate in it, kindly advise?

#5

Then you need to enable multi-currency. It’s disabled by default.

See http://www.manager.io/guides/multi-currency/setting-up-base-currency/ to learn how to enable it.

#6

Thanks indeed.

#7

Is there an option to display the currency USD/AUD on the invoice itself? I have customers who can pay in either currency, and it’s so much more obvious if the currency can be displayed on the invoice PDF.

#8

This is not possible. Any currency that uses the $ symbol displays only that. Years ago, they used to display with their three-letter designations (USD or AUD or whatever). But that produced unnecessary clutter.

If you search the forum, you will find some other discussions of this. The best way to handle the situation is with a note in a custom field. Also, remember that customers are set up in only one currency. If you have customers that pay in both currencies, you need to create two different identities for them in the program.