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An overseas customer wants that the invoice clearly specify the amounts are in US Dollars; how I can do that? Imnovati@gmail.com

An overseas customer wants that the invoices clearly specify that the amounts are in US Dollars; how I can do that?
Thanks
3 Comments
Anonymous
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Re: An overseas customer wants that the invoice clearly specify the amounts are in US Dollars; ho...

Hello, imnovati.

 

Seems like you’ve activated your multi-currency feature, and this customer is using a foreign currency. To reflect US Dollars on their invoices, you’ll need to change their currency into US. 


To do this, you can recreate the customer’s profile and make sure that the new profile has the US currency. You can use this moving forward when invoicing the customer. 


Also, you might want to transfer previous invoices from the foreign currency customer to the US. Here’s how:

  1. Go to Sales and click the Customers tab. 
  2. Go to the old customer profile to open the list of transaction. 
  3. From the list, open the invoice involve. 
  4. On the Customer field switch it to the new customer profile. 

Please consider om posting here again if you need anything else. 
 

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Re: An overseas customer wants that the invoice clearly specify the amounts are in US Dollars; ho...

Thanks for your help. I didn't activate other currencies, the problem is that nowhere the invoice specifies that the amounts invoiced are in US dollars. The customer's audit department wants to see in the invoices that the amounts charged are clearly specified as in  US dollars. So I think I need to modify the invoice template to create a column next to the amount with "Currency" as the heading. How I do this? the only new column I could create was a SKU which doesn't help.

Thanks for any help

Moderator

Re: An overseas customer wants that the invoice clearly specify the amounts are in US Dollars; ho...

Hi again, imnovati.

 

I appreciate you getting back to the Community and doing a follow up.

 

In QuickBooks Online, once Multicurrency is turned on, it will give you the ability to record transactions in foreign currencies. To further isolate the issue, I'd recommend checking your settings to verify and confirm the status of your Multicurrency. Here's how:

  1. Click the Gear icon at the top, then select Account and Settings.
  2. Click Advanced in the left navigation menu.
  3. Go to the Currency section, then check if the Multicurrency is On.

If it's turned on, there will be an added currency abbreviation (USD) beside the balance due amount on your invoices.

 

However, if it's turned off, there will only have the amount as it will be understood on all of your invoices are in USD. In your case, for me to further check, can you please send me a screenshot of your invoice?

 

To know more about Multicurrency, you can check below articles:

I'd appreciate if you'd able to update me on how things goes. I'd be happy to offer additional assistance.

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