PSA Tutorial 5 of 8

Set up multi-currency invoicing

Configure exchange rates, set each client's billing currency, and generate an invoice with the correct currency and tax applied automatically.

Uses: Invoicing, Currency & Exchange Rates, TaxOutcome: first invoice generated in a non-default currency
1

Configure exchange rates

Why it matters: without a live rate source, every foreign-currency invoice needs a manual FX lookup - this step removes that entirely.
  1. Go to Settings → Currency & Exchange Rates.
  2. Add your exchange-rate API key to enable automatic rate refresh.
  3. Set your display format preferences for how currency values appear.
What you'll see: exchange rates populate automatically and refresh on the schedule you set, rather than needing manual updates.
2

Set the client's currency

Why it matters: every document - estimate, proposal, invoice - carries its own currency, so this needs to be right before anything downstream is created.
  1. Open the client's record and confirm the billing currency field matches what they expect to be invoiced in.
  2. When creating a new invoice, quote, or estimate for this client, confirm the currency shown matches - it's tied to the specific document, not just the client globally.
What you'll see: new documents for this client default to the correct currency automatically.
3

Apply the correct tax rate

Why it matters: tax rates are named and applied per line item, so the right rate needs to be selected for the client's actual jurisdiction - it isn't inferred automatically from currency alone.
  1. Go to Settings → Tax Rates and confirm the tax rate for the client's region exists (e.g. UK VAT, India GST, US state sales tax).
  2. If it doesn't exist yet, create it with the correct name and percentage.
  3. Apply the correct named tax rate to each line item on the invoice.
CrmLeaf lets you define and apply named tax rates per line item - but generating invoices in a specific regional e-invoicing format (such as Peppol or ZATCA) is a separate, region-specific capability. Confirm with the product team exactly which formats are supported before promising a specific one to a client.
What you'll see: each line item shows the correct tax rate and amount for the client's jurisdiction.
4

Generate the invoice

Why it matters: this is the final check before the client sees a real number - confirming currency and tax are both correct here avoids a corrected invoice later.
  1. Create the invoice as usual - manually, or from an accepted estimate, order, or billable timelogs.
  2. Review the currency and applied tax rate shown on the invoice preview.
  3. Send the invoice - the client can pay via any connected gateway in their local payment method, or you can record an offline payment.
What you'll see: a client-facing invoice correctly denominated in their currency, with the right tax applied.

Tutorial complete

You've generated your first multi-currency invoice. Next, give clients a self-serve way to see and act on invoices like this one.

Next: Giving Clients Visibility Through the Client Portal

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