How to Change the Currency on your Quote or Invoice – Mode 4:

How to Change the Currency on your Quote or Invoice – Mode 4:

PLEASE NOTE: You will want to change your currency prior to entering anything into your quote or invoice. Once you change your currency, all items will be cleared from the quote or invoice. Changing currency first ensure you do not have to redo the quote or invoice. 

Find your work order on fmPilot2 and click on the blue work order number.

Ensure your work order is in Pending Quote if you are working on putting in a Quote or in Pending Vendor Invoice if you are working on putting in an Invoice. If not, select the appropriate action from the actions menu to change your work order into the proper status.

Once you have your work order in the correct status or if it was already in the correct status, go into your finance tab and select your quote/invoice. In this example, we are using the Invoice area.

Select the hyperlink under Invoice. It will say either “Add” or it will have a dollar amount listed.

You will want to change your currency prior to putting in your invoice. If you put anything in prior to changing currency, once you change the currency, it will clear out the invoice. Scroll down on the invoice page to where you see “Charges” and all the way to the right in green will be “Change Currency”.

Once you select “Change Currency”, a box will open and there will be a checkbox at the bottom. Check the checkbox and then the “Choose” drop down will be enabled. You will then choose USD or CAD. I am changing to CAD in this example. Once one is chosen, below “Apply” a list of applicable taxes will appear. Choose the one appropriate to your area and then hit “Apply”.

If you are choosing multiple taxes, you can click on one and it will highlight in blue. Then hit the control (CTRL) button on your keyboard and select another tax. Both selected should be highlighted in blue. Then you will hit apply.

Once you hit “Apply”, a message will pop up on your screen that states all totals will be zeroed if you continue which is why it is important to change your currency/applicable tax prior to putting in your invoice. You will hit “OK” to continue.

Once you hit “OK”, the page will refresh and you will see at the bottom of your screen, where your totals are, your applicable taxes. You can enter you tax in those lines when you have put in your invoice, it will not auto populate. Don’t forget to save your invoice and submit!