Question

US based client invoicing vs. CDN based client invoicing

Forum|Forum|4 years ago
November 11, 2021
2 replies
0 views

The majority of my clients are within Canada, however, I do have clients in the USA and I do bill them in USD. My process is to choose a US client and create an invoice, the system populates the clients info and it shows it is a USA client. When I enter items that were sold to that client the prices are shown as generic however they are actually suppose to be in USD.

How can I show that the prices, based on this being a US client are US funds?
How does the system know when the payment is made the conversion is made to CDN dollars form the US payment (which has fees removed)?

This may seem basic to others but this being the first time I am doing this its very "foreign" to me.

Thank you!

QuickBooks Online

J

JamesM4

Hello TBParts,

Welcome back to the Community. QuickBooks Online is designed to help you get ahead with your work using the powerful accounting tools and features offered in the program. I'll be happy to help share more info and make sure you're on the right track.

Based on the details you've provided, I suspect that you're creating the US customer invoice by clicking on New (+) > Invoice. If that's the case, then the program should reflect that the prices are in USD when creating the invoice for US customer. In case this isn't showing on your end, I recommend clearing cache and cookies on your browser. This is a great way to fix most minor issues the browser may be having. Here's an article that shows you how to: Clear cache and cookies. Are you using online payments to process your invoice payments?

Feel free to reach back to me in the comments below. I'll be one message away.