Invoicing in Local Currency

Jeff Allan's Avatar

Jeff Allan

30 Jun, 2015 01:04 PM

We need the ability to invoice clients in local currency amounts. Half our clients are in Japan and half in the US. When we invoice Japanese clients, we do it in yen because that is how those agreements were negotiated. We can't issue invoices that have a different yen amount every month because of fluctuating rates. The ability to select a different currency for an invoice is a major requirement of doing international billing, and a fairly common feature of most systems we've used. We'd like to see that available with Cashboard.

  1. Support Staff 1 Posted by Seth B on 01 Jul, 2015 12:07 AM

    Seth B's Avatar

    Hi Jeff,

    We do support translated currencies, but don’t allow for local billing in multiple currencies at the moment. We might offer that in the future, but what I’d suggest currently is opening another Cashboard account for your Japan business. If you end up doing that let me know and I’ll come up with a way to take some money off your bill.

    Best,

    - Seth

  2. 2 Posted by Jeff Allan on 06 Jul, 2015 12:09 PM

    Jeff Allan's Avatar

    Hi Seth,

    For now, I am able to manually invoice those clients and enter the details
    in Cashboard in dollars for tracking purposes. Reason being that they pay
    us through bank transfers. I would like the ability to invoice in yen in
    the future though, so we can handle any smaller payments via credit card.
    Look forward to hearing any updates as you continue to build on the
    currency capabilities.

    Jeff Allan

    ioCubed <http://www.iocubed.com>
    Phone 1 (603) 277 3287 x 700
    Mobile 1 (603) 264 0531
    Find me on LinkedIn <https://www.linkedin.com/profile/view?id=190937591>

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