Invoicing
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      1. Liquid Support
      2. For Vendors/Contractors
      3. Invoicing

      How do I send my Clients invoices in a foreign currency?

      First, your Client must activate local currency payments for you.

      Invoicing in local currency by Vendors

      Once clients have activated local currency payments and the vendor has added an international bank account, invoicing in local currency is available.

      You can create Invoices in foreign currencies in three different ways:

      You can also view a video walking you through invoicing your Clients.

      Creating Invoices in local currency by Vendors

      Creating Invoices in local currency is fairly similar to creating Invoices in USD.

      Start by logging in to Liquid.

      1. Once you are logged in, go to Work Orders on the left side.
      2. Select and click your active Work Order. Note that the Work Order must be set in your local currency.  If it is not, the invoice will be in USD. 
      3. At the top of the Work Order, click on Here are actions you can take for this Work Order.
      4. If you have an hourly deliverable, you must enter hours into the time tracker. If your deliverable(s) are not hourly, then entering hours in the time tracker is optional.
      5. When you have completed time tracking, press the + Invoice button.
      6. A draft invoice will be generated based on the agreed-to terms of the Work Orders and the hours you have tracked — all amounts will be in the local currency. If you have hit your maximum hours cap for the deliverable, your additional hours tracked will not be added to the Invoice. 
      7. If your deliverable(s) are based on a daily, weekly, monthly, or quarterly rate, you will be required to enter in the number of days/weeks/months/quarters you worked for this Invoice. All amounts will be in the local currency.
      8. If needed, you can add additional line items to account for additional pre-agreed expenses, or you can delete the auto-generated line items and create your own. Again, all amounts will be in the local currency.
        • Note that using the auto-generated line items will allow the system to mark your Invoice as matching your Work Order. If you have added additional items or deleted the auto-generated items and recreated them, your Invoice may be marked with a warning that the Invoice does not match or cannot be matched. This warning will not prevent you from sending your Invoice, nor will it prevent your Clients from paying your Invoice.
      9. The Invoice total will automatically be calculated and will be shown in the local currency.
      10. If you’d like, you can also enter Invoice Notes and/or an Invoice Footer. In addition, You can also add an Invoice Period of Performance Start date, and an Invoice Period of Performance End Date. These fields are optional when sending an invoice to an existing Client using Liquid, but are required when sending an invoice via email (typically to a Client who is not a Liquid user).  
      11. Press Send in the bottom right corner to send the Invoice to your Client. 

      The invoice will then be sent to your Client, who can then pay the invoice. Note that once an Invoice is created in a currency, it can’t be changed to another.

      Prior to the client making the payment, an estimated USD amount will be shown, along with the FX rate. At the time the payment is made, the USD amount will be locked given the invoice amount in local currency and the FX rate at that time. 

      Uploading Invoices in local currency by Vendors

      Uploading Invoices in local currency is fairly similar to uploading Invoices in USD.

      Start by logging in to Liquid.

      1. Once you are logged in, go to Invoices on the left side.
      2. Press the + Invoice button. 
      3. You will be prompted to select a Client.
      4. Then you will be prompted to select a Work Order. Note that the Work Order must be set in your local currency.  If it is not, the invoice will be in USD. Clicking Create the invoice without it to get a blank invoice creation form with your name and your Client’s name pre-filled. In addition, the payment terms will be pre-filled. Contact your Client if you’d like to modify payment terms, as the Client will need to make that change.
      5. Press the Upload button at the bottom left of the draft invoice. The draft invoice will then be discarded (you will have to confirm discarding the invoice), and then you will be navigated to a window to help you upload your Invoice.
      6. Upload the file (acceptable file types are PDF, DOC, DOCX, or image files with a maximum size of 32MB).
      7. Then, enter the invoice details — Invoice number and Invoice total (total amount invoiced in the local currency). An invoice number will be pre-populated, but you should adjust this manually to match the actual invoice number from the invoice.
      8. You can also add an Invoice Period of Performance Start date, and an Invoice Period of Performance End Date. These fields are optional when sending an invoice to an existing Client using Liquid, but are required when sending an invoice via email (typically to a Client who is not a Liquid user).
      9. Press Submit Invoice to complete the Invoice upload. 

      The invoice will then be sent to your Client, who can then pay the invoice.

      Prior to the client making the payment, an estimated USD amount will be shown, along with the FX rate. At the time the payment is made, the payment will be made to ensure the invoice amount in local currency is sent — and the FX rate will be locked and the USD amount will be locked. 

      Create Invoices in local currency without Work Orders via Invoices Page

      While we highly recommend creating Invoices from Work Orders, you can invoice your clients without Work Orders. We recommend you ask your Client for approval to send invoices this way before doing so.

      Start by logging into Liquid.

      1. Once you are logged in, go to Invoices on the left side.
      2. Press the + Invoice button. 
      3. You will be prompted to select a Client.
      4. Then you will be prompted to select a Work Orders. Click Create the invoice without it to get a blank invoice creation form with your name and your Client’s name pre-filled.
      5. The payment terms will be pre-filled. Contact your Client if you’d like to modify payment terms, as the Client will need to make that change. If you want to Upload an Invoice without a Work Orders, press the Upload button at the bottom left.
      6. Make sure to add a Description, Quantity, Units, and the Unit Price. Each total line item will be calculated automatically and will be presented in the local currency.
      7. Add additional line items as appropriate. The total invoice amount will be calculated automatically and will be displayed in the local currency.
      8. If desired, add Invoice Notes and/or an Invoice Footer. When sending invoices without Work Orders, it’s good practice to add detailed information about the Invoice in the Notes section.
      9. You can also add an Invoice Period of Performance Start date, and an Invoice Period of Performance End Date. These fields are optional when sending an invoice to an existing Client using Liquid, but are required when sending an invoice via email (typically to a Client who is not a Liquid user).
      10. Note that by creating your Invoice without a Work Orders, the Invoice will be marked with a warning that the Invoice cannot be matched. This warning will not prevent you from sending your Invoice, nor will it prevent your Clients from paying your Invoice.
      11. Press Send to send the Invoice to your Client. 

      The invoice will then be sent to your Client, who can then pay the invoice. Note that once an Invoice is created in a currency, it can’t be changed to another.

      An estimated USD amount will be shown, along with the FX rate. At the time the payment is made, the USD amount will be locked given the invoice amount in local currency and the FX rate at that time.