My goal is as follows:
- generate an invoice in our native currency
- show the total in that native currency
- show a line below that the approved wire currency
- show the amount due now (based on a percentage)
Example:
Why? Two reasons; international currencies with the need to show both our native and another approved currency, and payment terms that are split into 50% due now and the rest in 30 days.
Our agreed pricing program with clients is in our native currency. So we want to generate our invoices in our native currency. Some of our clients are not able to generate wire transfers in our native currency (NTD), they need to pay with another approved currency like USD. We need to show them the invoice in our native currency so they know we are not messing with prices, and then show them the total they need to pay in the other currency. This is super easy in Excel. Not so easy so far here.
Also, our terms are 50% due now and 50% due in 30 days. The current invoice templates don't provide a place to show how much is due now and how much is due later. I can put the 50-50 details in the custom comments. However, they don't show how much that initial amount is.
Other thoughts:
We aren't integrating Quickbooks with our bank account so this won't affect any bank transactions. We can hand enter how much was paid and convert if needed ourselves.
We don't want to use multi-currency as that changes the whole invoice to the client's currency.
Thoughts?
