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- Create a Quote in a different currency
Steps
Open the Billing Module from the navigation menu:
Go to Configuration→ Settings
To create a Quote in a currency other than the Entity's currency, first, you should add the currencies you will be using from the Billing Module.
Go to Billing → Advanced → Settings
Under Money, click on Setup & Configuration.
In the Money Currency tab, click on the blank to add more currencies, then click on save.
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| Tip |
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| Learn more about how to Add New Currencies here |
After adding the currencies you will likely use, you should create accounts for your clients
| Tip | ||
|---|---|---|
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Learn more about how to Create Client Accounts in Different Currencies in this guide. |
Once you did these steps, you can add a quote from Billing → Invoices → Sales→ Quotes→ Add New Quote.
In the Client's Account, you can add the account with a different currency than the entity currency.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
