A cross-border invoice workspace for global service providers and exporters billing customers across countries and currencies in Taskade.
What's Included
- Customer Database: Country, currency, VAT/GST number, customs HS code, preferred payment rail
- Multi-Currency Logic: Each invoice in customer's currency, with FX-rate captured at issuance
- VAT/GST Agent: AI agent determines whether to charge VAT, reverse-charge, or zero-rate per jurisdiction
- FX-Rate Locking: Captures rate at issuance so revenue recognition is consistent
- IBAN/SWIFT Routing: Bank details formatted per destination country
- Country-Specific Compliance: EU e-invoicing, UK MTD, Australia GST handled per locale
Why This Template Wins
- VAT correct per country: Agent applies reverse-charge for B2B EU, zero-rate for export, standard for domestic — automatic per customer
- FX consistency for accounting: Rate locked at invoice date, not paid date, so revenue recognition matches GAAP/IFRS
- One-click pay across borders: Stripe + Wise integration covers 135+ currencies and local payment methods
How to Use
- Clone this template into your Taskade workspace
- Add customers with country, currency, VAT/GST number
- Connect Stripe, Wise, and your accounting tool
- Train the VAT/GST Agent on the jurisdictions you sell into
- Set up billing triggers for invoice cadence and FX-rate capture
FAQ
Does this handle e-invoicing requirements (Italy, France, Mexico)?
Yes. Country-specific e-invoicing formats (FatturaPA, Factur-X, CFDI) generated when the customer's country flag triggers it.
Can the agent handle currency hedging notes?
Yes. The agent records hedge contracts linked to invoices, so revenue recognition reflects the locked-in rate.
What plan supports a global business?
Pro ($16/mo annual) handles small global businesses. Business ($40/mo) for compliance-heavy jurisdictions with audit logs.
CTA
Try this template free in Taskade. For Wise/Stripe setup, see /learn/automation/automations-execution. Pair with SaaS Invoice. Browse more global apps in the Community Gallery.