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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.

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, the the IN, then the DN, then the PF.

Find the invoice you want to amend, open it and and inactivate it

[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, the the DN, then the IN, then the CN.

This dialogue box will appear, click on OK

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

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Sales Orders

Sales Orders 40
Consignment Sales Orders 6
Retail Sales Orders 5
Bulk Updates and Imports 7
Proformas 7
Delivery Notes 6
Invoices 9
Return Authorisation 6
Credit Notes 6

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