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Objectives

  • 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.

Learn more about how to Add New Currencies here

After adding the currencies you will likely use, you should create accounts for your clients

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 SalesQuotesAdd New Quote.

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


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