Before you start
Have the agreed billing currency and an exchange rate approved for the transaction. Check the workspace base currency and the invoice fields.
Follow these steps
- Open the invoice creation form.
- Check the invoice currency rather than relying on its default.
- Enter the intended exchange rate where required.
- Review item prices and the resulting totals in the document currency.
- Inspect the saved invoice before sending it.
Check the result
The document shows the selected currency and recorded amounts. The rate is part of the transaction data, not a promise of live market conversion.
If you get stuck
A currency must use the expected three-letter format and the exchange rate must be positive. If the required regional setup is not available, contact support before entering a substitute.
One thing to remember
The application does not guarantee every currency, country, tax regime or payment provider combination. Confirm your actual cross-border workflow before using it commercially.
Keep going
Still need a hand?
Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.
Open a support ticket. Visitors without a workspace can contact us.
Still stuck?
Before contacting support:
- Confirm the workspace, record number, date range and status.
- Check your role permissions and the source document.
- Refresh once and search for the record before repeating a submission.
- Check the relevant guide for the next action; do not force a match, posting or approval.
If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.