Multi-currency: create invoices in a foreign currency
With multi-currency, you can issue invoices in two currencies and enter item values directly in the foreign currency, without converting them to euros first. 💱
1Choose the currency
When you create the document, choose the currency in the Currency field, in the Document details area.
InvoiceXpress suggests an exchange rate, provided by the Open Exchange Rates website. You can change it if needed.
2Add the items
By default, the Unit Price field is ready to receive values in the foreign currency. The currency is shown by a label next to the field.
3Enter values in euros (optional)
If you prefer to enter values in euros, enable the Show in EUR button. The label next to the Unit Price field then shows EUR, so you must enter the values in that currency.
The currency label changes each time you enable or disable this option.
⚠️ Important: all item values in a document are considered in a single currency. You cannot enter one item in the foreign currency and another in euros in the same document.
Once you save and finalise the document, the preview and the PDF show values in euros. Values reported to the Portuguese Tax Authority (AT) are also always in euros, as the AT requires.
Entering values in the foreign currency is only for creating the document, so you don't have to convert values to euros by hand.
🔄 What has changed?
Before, you could only enter values in euros in the unit price of each item. InvoiceXpress then converted that value to the foreign currency to show the document total in both the foreign currency and euros.
Now you can enter values directly in the foreign currency, without converting them first.
💬 Common questions
Which plans include multi-currency?
This feature is available on all plans.
Can I change the suggested exchange rate?
Yes. InvoiceXpress suggests a rate provided by the Open Exchange Rates website, but you can change it when you create the document.
Can I mix currencies in the same document?
No. All item values are considered in a single currency. You cannot enter one item in the foreign currency and another in euros.
Which currency are the PDF and the values reported to the AT in?
Euros. Once you finalise the document, the preview and the PDF show values in euros, and the values reported to the AT are always in euros.
💡 Tip: check the Document summary section before saving. There you can see the total in the foreign currency and in euros.