How to Add a New Currency

Overview
Support invoicing and payments in additional currencies by defining their symbol, code, and exchange rate.

Steps

1. Navigate to Settings > Currency Settings.

2. Click Add New Currency.

3. In the form:

   • Currency Name, Symbol, Code (e.g. Japanese Yen, ¥, JPY).

   • Is Cryptocurrency: choose if applicable.

   • Exchange Rate vs. your default currency.

   • (Optional) click Fetch latest exchange rate.

   • Currency Position, Thousand Separator, Decimal Separator, Decimals.

4. Click Save. The new currency appears in dropdowns for invoices and payments.

Tips

• Use the “Fetch latest exchange rate” daily if you invoice in volatile currencies.

• Show currency code on documents to avoid confusion (e.g. “¥1,000 JPY”).

Troubleshooting & FAQs

• Q: “Fetch latest exchange rate” fails.

  • A: Check your server can reach the exchange-rate API; configure under Module Settings > API Access.

• Q: Currency not listed when creating invoice.

  • A: Make sure you saved and then refreshed the Create Invoice page.