An unpaid invoice gets collected
You end witha payment recorded
3 screens · about 5 min
For accounts, finance
Accounts and payments · ERPNext live demo
Selling abroad, in their currency: a live ERPNext demo
From Sales Order to Sales Invoice, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Sales Order
- Company
- Mith Demo Traders
- Step
- 1 of 2
The customer's confirmed order: who it's for, the items at price-list rates and when it's due. The next documents are made from it.
You end with an invoice raised2 screens · about 3 minFor Accounts, financeFits Manufacturing, Retail
What this flow is
Exporting means quoting in the buyer's currency while your books stay in rupees, and getting the exchange difference right.
Here the order is in US dollars, with an exchange rate to rupees. The invoice shows the customer dollars and records rupees in the books, so one set of books holds sales in every currency.
Before and after
| Without it | With it |
|---|---|
| Export invoices made in a spreadsheet | The invoice is in their currency |
| Rupee value worked out by hand | The exchange rate converts it |
| Exchange gains and losses missed | The difference posts when payment arrives |
| Export sales kept in a separate ledger | One set of books for every currency |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Sales Order
The customer's confirmed order: who it's for, the items at price-list rates and when it's due. The next documents are made from it.
Sales Invoice
The bill: what the customer owes for the sale, posted to the books as income when it's submitted.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
The order from Austin Kitchen Supply is in US dollars at the demo exchange rate, from an Export USD price list. Foreign tax presets are in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Export sales
Quotes and bills in the buyer's currency.
Accounts
Gets rupee values and exchange differences posted.
Owner
Sees all sales in one set of books.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Price lists in each currency
- Exchange rates fetched daily
- Export invoices under LUT or with IGST
- Shipping terms on your documents
- Bank accounts in foreign currency
See the whole journey
Flows that go with it
Questions about this flow
Yes, under a letter of undertaking, on a GST-registered company with India Compliance. The demo company isn't registered, so it shows no tax.
ERPNext can fetch rates every day, or you enter them; the demo uses a fixed demo rate.
The payment posts the exchange gain or loss when it's set against the invoice.
Yes. The demo customer buys from a price list in US dollars.