Currencies

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 automation band

Update Currency Rates Now runs the job at once, even when automatic updating is off, and delays the next automatic run 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.

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.

The currency dialog

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, and unflagged items 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 flagged product tied to a different currency is not rejected; it is converted into the locked currency and the note says so (the lock follows the flagged product priced in the installation's local currency, otherwise the earliest flagged item in the cart).

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.

When the installation country is Türkiye and the default currency is Turkish Lira, orders with a billing address abroad are invoiced in a foreign currency. The client's selected currency is used when it is an active foreign one; otherwise USD, 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

Required Privileges

Everything on this screen needs FINANCIAL_CURRENCIES.

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

Related Articles

• Taxation
• Payment Methods
• Localization Settings
• Automation Overview