Feature library

Send-Time Exchange Rate Conversion

Send-time exchange rate conversion is built for cross-border billing where draft-day rates can drift before delivery. Instead of freezing a stale value too early, the invoice can reflect the latest available conversion at the moment it is sent.

Action plan

What to consider

Consideration 1

Decide when currency conversion should happen before the invoice workflow runs.

Consideration 2

Reduce margin surprises caused by exchange-rate movement between draft and delivery.

Consideration 3

Explain converted totals clearly so international clients understand the invoice.

Related topics

featuresinternationalfxautomation

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