Learn how to display exchange rates on invoices by defining a custom object, querying exchange rates, and using global variables for currency conversion.

1. Define a custom object named ExchangeRate to store the exchange rate. The following table lists the structures of the custom object. The From__c and To__c fields are filterable.

   ID	From (From__c)	To (To__c)	Rate(Rate__c)
   0f9e8dc6-4256-4185-805a-efbb761245a4	USD	AED	8.00
   0f9e8dc6-4256-4185-805a-efbb761245a5	USD	GBP	0.73
   0f9e8dc6-4256-4185-805a-efbb761245a9	CAD	GBP	1.09

2. Use filter functions to query the exchange rate based on home currency (AED) and billed currency (USD). You can use the Cmd_Assign command to define a global variable named TheRate, which can be used anywhere in the template. {{#default__exchangerates|FilterByRef(From__c,EQ,Invoice.Account.Currency)|FilterByValue(To__c,EQ,AED)|First(1)}} {{Cmd_Assign(TheRate,Rate__c,True)}} {{/default__exchangerates|FilterByRef(From__c,EQ,Invoice.Account.Currency)|FilterByValue(To__c,EQ,AED)|First(1)}}
3. Use the TheRate global variable to calculate all amount fields in home currency. The following example is to calculate the total tax amount in home currency. {{Account.Currency|Symbol}}{{TaxAmount|Round(2)|Localise}} ( {{#Wp_Eval}} {{TaxAmount}}*{{TheRate}}|Round(2)|Localise {{/Wp_Eval}} AED) The output is displayed as $1.18 ( 9.44 AE). The following example HTML codes are to show an invoice item as a row in a charge details table.

   {{#InvoiceItems}}
   <tr>
   <td style="">{{ChargeName}}
   </td>
   <td style="">{{ServiceStartDate|Localise}} - {{ServiceEndDate|Localise}}
   </td>
   <td style="text-align:right;">{{Account.Currency|Symbol}}{{ChargeAmount|Round(2)|Localise}} ({{#Wp_Eval}}{{ChargeAmount}}*{{TheRate}}|Round(2)|Localise{{/Wp_Eval}} AED)
   </td>
   <td style="text-align:right;">{{Account.Currency|Symbol}}{{TaxAmount|Round(2)|Localise}} ({{#Wp_Eval}}{{TaxAmount}}*{{TheRate}}|Round(2)|Localise{{/Wp_Eval}} AED)
   </td>
   <td style="text-align:right;">{{Account.Currency|Symbol}}{{#Wp_Eval}}{{ChargeAmount}}+{{TaxAmount}}|Round(2)|Localise{{/Wp_Eval}} ({{#Wp_Eval}}({{ChargeAmount}}+{{TaxAmount}})*{{TheRate}}|Round(2)|Localise{{/Wp_Eval}} AED)
   </td>
   </tr>
   {{/InvoiceItems}}

4. Preview the template after you add the merge fields.

   The following image shows an example of the preview result: