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How to exchange the currency for an invoice in the Klippa Web App?

If you have submitted an invoice in a foreign currency, we recognize the currency on the document and can convert this currency into the currency of your company. In this article we explain how you can do this.

Tip: First read this article on how to submit an invoice.

Make sure you are logged in to the Klippa Web App.

In the left menu, navigate to Manage invoices and then click on Add at the top right. Add the invoice here.

Now scroll down and turn on the Exchange currency slider. The amount is now converted from the foreign currency to your home currency.

Tip: You can also choose from and to which currency you want to convert. To do this, adjust the currency fields at Document currency and Amount.

Click on Save, the invoice is now saved with the correct currency and the correct converted amount.

Tip: Would you like to know how to exchange the currency on an invoice in the mobile Klippa App? Then read this article.

Tip: Would you like to know how to exchange the currency on an expense in the Klippa Web App? Then read this article.

Tip: Do you have an admin role and do you want to change the default currency of an administration? Then read this article.

Updated on: 24/01/2024

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