invoices

How do I invoice my customers in foreign currencies?

In Zoho Books, the item prices will always be saved in the base currency.

To invoice a customer in a foreign currency, you’ll have to associate that currency with the customer. This will be reflected when you raise an invoice for that particular customer and the item price in your base currency will be converted to your customer’s currency based on the exchange rate.

Notes: Only one currency can be associated to a contact

To associate a currency to your customer:

  • Go to Sales from the left sidebar and then navigate to the Customers module.
  • Click the + New button from the top right corner of the page.
  • Enter the necessary details to create a new customer.
  • In the Other Details section select the Currency from the dropdown.
  • Click Save.

Note: If you have already created transactions for your customer in your base currency, you will not be able to change the currency. In such a case, you can create a new customer with the desired currency and enable the option to allow duplicates for the display name.

To enable duplicate display name:

  • Go to Settings and navigate to Preferences.
  • Go to Customers and Vendors.
  • Mark the Allow duplicates for customer and vendor display name checkbox.
  • Click Save.

Note: Currency Exchange Rates are converted based on live feeds. To disable live feeds and enter the exchange rates manually, go to Settings > Currencies.

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