PSA Tutorial 5 of 8

Configure multi-currency invoicing for global clients

This tutorial helps finance teams invoice clients in their preferred currency while keeping internal reporting consistent.

Uses: Billing Settings, Exchange Rates, Tax ProfilesOutcome: First non-default currency invoice generated
1

Enable required billing currencies

Why it matters: Global billing requires explicit currency support before invoice generation.
  1. Open finance settings and enable additional currencies.
  2. Define a base currency for reporting.
  3. Select display precision and rounding rules.
What you will see: Your tenant now supports the currencies needed for billing.
2

Set exchange rates and refresh policy

Why it matters: Accurate rates keep invoices and revenue reporting aligned.
  1. Add current exchange rates for enabled currencies.
  2. Choose manual or scheduled rate updates.
  3. Document rate source for compliance records.
What you will see: Billing engine can convert values using maintained rate data.
3

Assign billing currency at client level

Why it matters: Client-specific currency settings reduce invoice corrections later.
  1. Open the client account and set preferred invoice currency.
  2. Validate tax jurisdiction and tax profile mapping.
  3. Review default payment terms for that region.
What you will see: The client is ready for invoice generation in selected currency.
4

Generate and verify first invoice

Why it matters: A first live invoice confirms end-to-end configuration before scaling.
  1. Create an invoice for the configured client.
  2. Verify currency symbol, totals, tax, and converted reporting amount.
  3. Publish the invoice and confirm ledger visibility.
What you will see: You have a valid invoice issued in non-default currency with reporting traceability.

Multi-currency billing is now production-ready

You can bill international clients in their preferred currency while maintaining accurate base-currency reporting for finance.

Next tutorial: Client portal milestone approvals

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