If an invoice doesn’t show the rate used how can you find the exchange rate used by Quickfile on a particular invoice. Sometimes it can be found on the invoice history, but this particular invoice has no history and was created from an estimate so it seems there is nothing to go by and the ‘gain’ recorded leaves a large discrepancy so trying to understand why it is so. I cannot remember if it is in one of the exports somewhere?
Hi @sean1
The exchange rate can be found in one of two places.
If you modify the invoice, it will show in the top right corner:
Or, if it’s enabled in your invoice design settings, you will find it on the invoice itself (near the issue and due date).
Similar with payments - if you view the payment, this will show on the payment in the top right corner.
Hope that helps!
Hello @sean1
You can always go into Sales > Invoice Customisation and turn on the exchange rate field.
If you do not wish to show it all the time go back in and turn it off afterwards.
Thanks @QFSteve and @QFMathew this helped me confirm the exchange rates are (I think) fixed at the time an estimate is created. If you copy an estimate and convert it to an invoice 3 months later when the client agrees it will keep the old rate? It suffers the same fate if you copy an old invoice for re-use in that it doesn’t use a current exchange rate. At least now I know what to avoid - thanks for the help.
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