Currency

Configuration > Billing > Currency

Related Guides:

Multi-Currency

Field	Type	Description
Use multiple currencies	Checkbox	Enabling this will allow the choice of currency at customer level.
Default Currency	Single Select	If multiple currencies are being used, creating a customer will use this currency if their currency is not selected manually.
Currency Conversion Rate is inherited from Recurring Invoice	Checkbox	(If multiple currencies are being used) When selected the exchange rate for the invoice is inherited from and matches the conversion rate to that shown on the Recurring Invoice.
Currency Conversion Rate is inherited from Sales Order	Checkbox	(If multiple currencies are being used) When selected the exchange rate for the invoice is inherited from and matches the conversion rate to that shown on the Sales Order.
Show both currencies on quotation/order/invoice lines	Checkbox	This will allow alternative currency amounts to be used on Quotations/Orders/Invoices as well as a button to switch the display from system currency to the document currency value. This button is called "Display", and appears on the top bar of quotations/orders/invoices. There will need to be multiple currencies available for this setting to work.
Edit Currencies	Button	Edit and create currencies. These will be specific to your system and can be used as a personal alternative to live exchange rates from billing integrations.
Display the currency set against the quotation/order/invoice by default	Checkbox	When enabled, the quotation/order/invoice will default to the currency set against it instead of defaulting to the global default currency.
Automatically update currency conversion rates	Checkbox	The currencies listed will be automatically updated every day at 8AM UTC/ 1PM UTC to reflect that of the most current conversion rates.
Show the Product list prices using converted rate	Checkbox	This impacts the currency product prices appear in, in the product list, when adding products to quotes. When enabled and quoting in a currency that is different to your default currency, you will see the prices for products in the currency that is being quoted. When disabled product prices will always appear in the default currency when adding them to a quote.
Enable Purchase Currency	Checkbox	Adds Converted Cost to quotes alongside a purchase currency and automatically converts between them. Also, the currency selected per-line on quotes will be passed onto POs where appropriate. Dollar variables for the conversion rate at line level, the following variables can be used $-CURRENCY_SYMBOL, $-PURCHASECURRENCYRATE. The currency_symbol dollar variable will work for Invoices, PO's, Quotes and SO's. A separate purchase currency setting is available at the top level configuration (top level is enabled in Configuration > Users > General Settings, you can group customers by top level or suppliers by top level within their respective navigation areas). Profit display is inherited from top level.
Enable Currency Update for Cost and Price	Checkbox	When enabled, a button named "Update Purchase Currency" will be replaced on Quotations with one named "Update Currency". This will adjust both the cost and base price when exchange rates change.
Enable Sales Currency	Single Select	When enabled, you will be able to specify a currency for the price of an item and when adding to a quote, sales order or invoice, the price will be converted to the billing entities currency.
Currency Rounding Behaviour	Single Select	Determines how currency is rounded when being converted. This does not affect how tax is calculated.