Overview
Accept payments in different currencies and have them converted automatically to your base currency.
Steps
Ensure the invoice currency is set when creating the invoice.
When adding a payment, select the same currency.
The system uses the stored exchange rate to calculate the base-currency equivalent.
Review the Amount (base currency) in Finance > Payments list.
Tips
Always verify the exchange rate on the payment date.
For large sums, consider hedging currency risk externally.
Troubleshooting & FAQs
Q: Converted amount seems off.
A: Confirm the exchange rate in Currency Settings matches the one used by your bank.
Q: Payment currency dropdown missing my currency.
A: Add that currency under Currency Settings first.