Raise an Invoice using Multi-Currency

The process of raising & issuing an Invoice will remain the same as per the following user guide, for example Ticket Invoicing.

Users can view Multi-Currency data within individual invoices.

The following steps guide users on creating an invoice with multi-currency, allowing them to issue an invoice in a Transaction currency different from their Base currency.

1. Create Invoice Screen: Deployments with multi-currency enabled will now feature a new field called "Invoice Currency" on the Create Invoice screen
   
   

2. Choosing a Currency: Users can select a currency from the list based on what has been configured in the settings
   
   

3. Exchange Rate: If the chosen Transaction currency differs from the Base currency, the floating exchange rate will be displayed. This rate is sourced daily from an external currency exchange provider
   
   

4. Override Exchange Rate: Users can manually override the exchange rate if required. This will need to updated for each invoice

5. Update Invoice Details: Complete the remaining sections of the Invoice screen, including work done, materials, and expenses (depending on the Invoice type)
   
   

6. Invoice Totals: Users will see the invoice totals in both the Base and Transaction currencies

7. Saving or Sending the Invoice: Users can save the invoice as a draft or choose to send it at this stage (existing functionality)

8. Modifying & Sending Draft Invoices: On the View Invoice screen, users can edit the invoice, including the currency and exchange rate fields, before issuing the invoice
   
   

9. Invoice PDF Customization: Users can customize the fields included in the invoice PDF within the Work Detail section before issuing it to customers