Creating a foreign-currency estimate

Estimates in Luminous are invoices saved in Estimate status. If your account has the multi-currency feature enabled, estimates now retain their foreign currency, exchange rate, and all presentment amounts exactly like regular invoices do.

Step-by-step

  1. Navigate to Sales → Invoices → Create Invoice (or open an existing estimate to edit it).
  2. Select your customer. If the customer has a default order currency set on their company record, Luminous will pre-populate the currency field automatically.
  3. Open the currency panel (look for the currency / exchange-rate section near the order totals area on the Line Items tab).
  4. Choose the foreign currency from the dropdown (e.g. CAD, EUR). Luminous fetches the exchange rate for the order date automatically.
  5. Enter line prices in the foreign currency. The display updates to show presentment values; base-currency equivalents are calculated in the background.
  6. Save as Estimate. The currency code, exchange rate, and all foreign-currency totals are persisted. When you reopen the document, the form reloads in the foreign currency — no data is lost.
  7. Convert to a sales order when ready. The currency context carries through the conversion.

Things to know

  • Multi-currency must be enabled for your account. Contact your Luminous administrator if the currency field is not visible.
  • The base-currency amounts are always what Luminous stores internally and uses for reporting. The foreign-currency amounts are the presentment layer shown to the customer.
  • If you switch currencies or change the order date, the exchange rate is refreshed automatically. You can also type a rate manually.
  • Resetting to the base currency (using the reset option in the currency panel) converts all line prices back to base values.