Invoicing and Multi-Currency

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The exchange rate for a job defaults to the rate as set up in Currency Rates when a job is added (or the currency on the job is changed).

 

Info

Note: On a job, you can tick Lock Rate in the header to lock it at the current rate.

 

The exchange rate is checked (for out of date or spread limit) when marking as Ready.

 

Only jobs with the same currency and exchange rate can be invoiced on the same invoice.

 

In the case of batch invoicing (from a Job List), the jobs will be split into batches by Cust#, currency and exchange rate.

 

For more information, or assistance in setting up Multi-Currency on Sale please contact the Happen Support team (support@happen.biz).

 

Further information

Multi-Currency Definitions

Creditor/Debtor Lists

Adjustments Up/Down

Entering Cheques/Deposits

Transferring Funds

Invoicing and Multi-Currency

Calculated Exchange Rate

Bank Reconciliation