Currencies

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Choose the currencies you offer, set the one everything is priced against, and keep rates current.

Reaching the Screen

Panel menu: Settings, then Billing Settings, then Currencies: {admin}/financial/currencies

Over 150 currencies ship with the product. You choose which ones clients may use.

What Is on the Screen

The two buttons Currency Automation Settings and Update Currency Rates Now.
Automation state Scheduled update on or off, and when it last ran.
The list One row per currency; search, page size, download, paging.
The currency dialog Name, symbol, format, rate and countries for one currency.

The automation band

Update Currency Rates Now runs the job at once, even when automatic updating is off. The next automatic run is pushed back by a full period.

Automatically Update Rates reads Active or Inactive. Last Updated reads None before the first run.

The currency list

Flag, name and code identify the row. Only the name is editable.

Prefix/Suffix Both symbols in one cell. A dash means that side is empty.
Conversion Rate The only sortable column.
Default Currency A tick on one row: the base for every other rate.
Hidden Marked when an active currency is hidden from the client area.
Status On and off, applied at once. The default currency's is locked on. A currency still used by an active product price, a live service, an active client or an unpaid invoice cannot be switched off. Switching one on needs a rate from the currency module: if the sync returns none the switch is undone, and a deleted currency cannot be brought back.

The currency dialog

The arrow button on a row opens it; the fields are under Fields. Save Changes closes it and reloads the list.

Fields

Currency Automation Settings

Each installed module has its own card, shown when you select it, asking for the provider's API key. Test Connection tries the typed values before saving and shows two sample rates with the total number received.

Select Module Where rates come from. Nothing selected stops the scheduled update; a missing module falls back to the free built in one.
Automatically Update Rates Switches the scheduled task on and off. Off freezes rates; the manual button still works.
Currency Update Frequency Applies while the switch above is on. Day is the default, Hour the other choice.

The currency dialog

Name Shown wherever the currency is offered. The three letter code is fixed.
Default Currency Only one currency carries it. Ticking it activates the currency and pins its rate to 1. Also on the localization settings screen.
Hide from Clients Off by default. On, prices keep working but the currency leaves the client area switcher.
Prefix/Suffix The symbols before and after the amount. Both empty, amounts show the currency code.
Format Default follows the currency's own locale. Fixed choices: 1234.56, 1,234.56, 1.234,56, 1,234 and 1.234; the last two drop decimals.
Conversion Rate One unit of the default currency buys this much. For the default currency the field locks at 1 and cannot be edited; elsewhere a typed rate holds until the next update.
Currency related to country Optional. Visitors from these countries see prices in this currency at first visit. A country belongs to one currency.
Acceptable Payment Methods Optional. Records which payment methods go with this currency. Checkout options come from the payment methods screen.

Tasks

Offer a currency to clients

  1. Search for the currency by name or code.
  2. Turn the switch in the Status column on.
  3. Rates are fetched at once and the row's Conversion Rate is rewritten.
  4. It appears in the client area switcher, unless Hide from Clients is ticked.

Set the rates to update themselves

  1. Click Currency Automation Settings and pick the provider in Select Module.
  2. Fill in its card, then click Test Connection.
  3. Turn Automatically Update Rates on and choose the Currency Update Frequency.
  4. Click Save Changes. The band reads Active and the task runs on its own.

Refresh the rates immediately

  1. Click Update Currency Rates Now and wait.
  2. If rates moved, the list reloads and Last Updated starts from zero.
  3. If nothing moved, a message says so.

Change the default currency

  1. Open the currency with the arrow button.
  2. Tick Default Currency and click Save Changes.
  3. It is activated, its rate becomes 1, the old default loses the flag and every rate is fetched again.

When a product has Override client currency enabled, it is sold only in its own currency. Once such a product is in the cart, the whole order locks to that currency. The visitor's currency selection and the foreign-sale rule do not apply to the cart. Items without the option are converted into the order currency at the current rate. The note under the order summary states which currency the order is invoiced in and which product set the lock. A second product with the option on, tied to a different currency, is not rejected. It is converted into the locked currency and the note says so. The lock follows the product priced in the installation's local currency. Otherwise it follows the earliest such item in the cart.

The option also shapes the customer's service detail page. The renewal price badge, the plan card and the renew dialog quote such a product in its own currency. The customer reads the next renewal as priced in that currency, not as a fixed local figure. The invoice still follows the billing rules above. A Türkiye billing address is invoiced in the local currency at the rate of the day. Only the local figure moves with the exchange rate.

Service renewals follow the same currency: the order-time currency is stamped on the service and renewal invoices are issued with it. The service page's "Renewal Price" shows that currency too.

Take a Türkiye installation with Turkish Lira as the default currency. Orders with a billing address abroad are then invoiced in a foreign currency. The client's selected currency is used when it is an active foreign one. Otherwise USD is used, and failing that the first active foreign currency. The order summary tells the client so; the payment module's Currency Conversion setting still applies on top.

Things to Watch

The default currency moves, never clears

You cannot un-tick Default Currency, only move it, which activates the new one. Existing invoices keep their own currency.

The switch is saved before the rates are

If the provider fails, the switch springs back but the change is already stored. Reload the list to see its real state. Converted amounts stay wrong until an update succeeds.

Rate fetches are rationed by the day

One daily counter covers every fetch: scheduled task, manual button, activating a currency, changing the default. 47 go through, the 48th waits for the next day. Hourly updating spends 24 alone.

Inactive or rate-less currencies cannot be chosen by customers

A currency saved earlier in a coupon, a payment module's conversion or limit setting, or a product's cost field keeps showing in that form after it was switched off, marked · Inactive or · Deleted, so the stale choice is visible instead of looking like any other option. The exchange rate saved in the currency dialog must be greater than zero.

The storefront switcher, sign-up and login only accept an active currency that has a rate. A stored choice that no longer qualifies falls back to the detected currency, then to the default one. Prices are never shown as 0.00.

Required Privileges

Everything on this screen needs FINANCIAL_CURRENCIES.

Downloading the list follows TABLE_EXPORT. The localization settings screen needs SETTINGS_LOCALIZATION_CONFIGURE.

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