Bill in their currency. Report in yours.

Every invoice and bill carries its own currency and exchange rate. Nefin posts the base-currency amount to the ledger, so your P&L, balance sheet and VAT books never mix currencies.

  • Any ISO currency per document
  • Exchange rate stored per document
  • Ledger and reports in base currency
  • Branded PDFs show the document currency

What you get

Issue a document in the customer's currency, record the rate that applied, and keep every report in your base currency.

One rate per document, recorded

The exchange rate lives on the invoice or bill itself, so you can always show which rate produced which ledger amount.

Books that still balance

Line totals are converted once, at the recorded rate, and posted as base-currency journal lines. No running conversions in reports.

Documents your customer understands

The PDF prints the document currency and amounts as issued. Your internal view shows both.

Payments follow the document

Record the payment in the document's currency; Nefin clears the receivable or payable in base currency at the document's rate.

How it works

  1. 1

    Set your base currency

    Settings → Company. Every journal, report and VAT book is expressed in it.

  2. 2

    Pick a currency on the document

    Choose any currency when creating an invoice or bill. Clients and vendors can carry a default.

  3. 3

    Set or adjust the rate

    Enter the exchange rate that applies. It is saved with the document and used for its journal entry.

  4. 4

    Report as usual

    Run P&L, balance sheet or the TAK books. Everything is already in base currency.

Frequently asked

Which plan includes multi-currency?

Multi-currency documents are part of the Business plan. Starter and Professional companies work in a single base currency.

Does Nefin fetch exchange rates automatically?

You set the rate per document today, so the rate on the invoice is always the one you chose. Automatic rate updates are on the roadmap.

How are exchange differences handled when a payment arrives at a different rate?

The document clears at its recorded rate. Any difference between what you received and the base-currency receivable is posted as a realised exchange gain or loss journal, which you can review and adjust.

Works with

Browse all features →

Working across borders?

The Business plan adds multi-currency, an IP allowlist and more seats.