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August 5, 2022
Question

How can i set up the invoice with us dollar and Dominican Peso showing with the exchange conversion in the invoice.

  • August 5, 2022
  • 1 reply
  • 0 views
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1 reply

MaryLandT
Level 10
August 5, 2022

Hi there, felix10.

 

Let me help you create a dollar invoice and make Dominican peso to show the exchange rate.

 

To achieve your goal, the Dominican peso should set up as your Home currency. Here's how:

 

  1. Go to Settings ⚙, then select Account and settings.
  2. Select Advanced.
  3. From the Currency section, select Edit ✎.
  4. From the Home Currency ▼ drop-down, select your currency.
  5. Click Save.

 

Please make sure to turn on the Multi-currency feature so you can set up a Home currency. Then, add the dollar currency, create a customer, and assign the dollar currency to the customer. Please browse these articles below as your guide.

 

 

After adding a customer, you can then create an invoice. The system will automatically show the exchange rate on the form.

 

If you need to make an adjustment, you can also browse this article to review information: Frequently Asked Questions about Home Currency Adjustments.

 

Let me know if there's anything else I can help you with managing currencies. I'm always right here to help you.