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  • How to create a Quote in a currency other than the Entity's currency?




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  • To create a Quote in different currency

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Steps

To create a Quote in a currency other than the Entity's currency, first of all, you should add the currencies you will be using from the Money Module.

From the Money Module, go to Settings.

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Under the Money section, click on Setup & Configuration.

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In the Money Currency tab, click on the blank to add more currencies, then click on save.

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After adding the currencies you will likely use, you should create accounts for your clients (Create Client Account in Different Currencies)

Once you did these steps, you can add a quote from Money Module → Invoices → Invoices → Add New Quote.

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In the Client's Account, you can add the account with a different currency than the entity currency.

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