The day-to-day: taking money
An invoice in the client's currency
Your books stay in your company's currency, but a client may pay in another.
- Sales โ New sale, Complete sale, choose the customer.
- Pick the Invoice currency, e.g. KES, and check the Rate, e.g. 1 USD = 129 KES. Type over it if today's real rate differs.
- Prices fill in shillings; In your books shows the dollars. Complete the sale. The invoice, its link and the email read in shillings.
When the client pays, use Accounting โ Register payment with the currency and that day's rate. Kaydro books any exchange gain or loss. Quotations, orders, drafts, repeating invoices, the till and returns stay in your own currency.