Currency setting on invoice

Created by Juraj Šufliarsky, Modified on Tue, 11 Jul 2023 at 11:33 AM by Juraj Šufliarsky

To offer you more flexibility and control over invoicing in foreign currencies can help feature in the second step of the invoicing process. Now when creating an invoice, you can choose between:

  • Global Conversion Rate,
  • Client Conversion Rate,
  • Custom Conversion Rate.

The ‘Global Conversion Rate’ is set by default in your workspace settings. In future updates, we plan to synchronize this with the current rates from the national bank, as well as align it with the rates used in budgeting.

Should you wish to set your own exchange rate, select the ‘Custom Conversion Rate’ option. 

When you proceed to the third step of the invoicing process, make sure to hit the ‘Generate from Budget Items’ button. This applies to your chosen exchange rate and transfers the selected budget items for invoicing.

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