ⓘ This article is for small businesses who use Xero
-
Display currency conversion on invoices, quotes, customer statements, customer credit notes and purchase orders, if your organization is set up with multicurrency.
-
You can display currency conversion on both standard and advanced invoice templates.
How it works
-
You can display currency conversion on PDF documents if your organization is set up with multicurrency.
-
If you use a standard invoice template, you can add currency conversion directly in Xero.
-
For advanced invoice templates, download and edit your template to insert currency fields. Alternatively, download a template with the fields already inserted from this page.
-
You need the advisor or standard user role to edit your invoice template.
Add currency conversion
Currency conversion options
|
Currency conversion option |
Description |
|---|---|
|
Net amounts with tax totals |
Displays a currency conversion table with the net amounts and tax grouped by tax rates or tax components. A base currency equivalent is also included. |
|
A single tax total |
Shows only one tax total. |
|
Don't show anything |
Will not show any currency conversion. |
Select a currency conversion display option
-
Click on the organisation name, select Settings, then click Invoice settings.
-
Next to the standard template you want to update, click Options, then select Edit.
-
Under Show currency conversion as, select how you want the currency conversion to show.
-
Click Save.
Schedule a call with No Stress Accounting today!