Invoices - Change Currency of an Invoice

When changing the currency for a Sales Order and any subdocuments created; any subdocuments will need to be made inactive, then the currency can be changed on the SO, and all subdocuments re-activated.

Important: Additional currencies are an optional add-on. Click here HELLO ZEDONK for more information about the Inventory Module

#Go to the Sales Order and click [OT] to access Order Tracker

#If sub-documents are already created, enter each and make each inactivate

NOTE you need to start from the last one and go backward.

i.e. inactivate the CN first, then the IN, then the DN, then the PF.

#[Save and Close] to go back to the OT

Inactive documents show with a line through.

#Enter the Sales Order

#Select new currency from [Order Currency] dropdown

#Confirm you want to proceed

#You can review the prices in the tabs 'Products' and 'Totals'

#[Save and Close] to go back to Order Tracker

#Re-activate each sub-document

NOTE you need to start from the first one and go forward.

i.e. activate the PF first, then the DN, then the IN, then the CN.

#All reactivated sub-documents are automatically in the new currency.