Converting Invoices to a New Currency - Revision history

JuanR: /* Convert invoice amounts into a different currency */

2024-04-14T12:19:15Z

‎Convert invoice amounts into a different currency

SarahK at 21:10, 20 April 2022

2022-04-20T21:10:09Z

SarahK: Created page with "It is possible that not every gateway you use will accept all the currencies you offer on your site. Many gateway modules support a '''Convert To For Processing''' option so W..."

2022-01-14T18:06:54Z

Created page with "It is possible that not every gateway you use will accept all the currencies you offer on your site. Many gateway modules support a '''Convert To For Processing''' option so W..."

New page

It is possible that not every gateway you use will accept all the currencies you offer on your site. Many gateway modules support a '''Convert To For Processing''' option so WHMCS can transparently convert the payment amount into a different currency before sending the client to the payment gateway.

==Convert invoice amounts into a different currency==

By configuring multi-currency in WHMCS, you can offer prices in multiple currencies even if your chosen payment gateway only operates in one currency.

For example, you could use a gateway that only operates in USD but use this feature to also offer prices in USD, GBP and EUR. When a client places an order and chooses that gateway, the system would automatically convert the amount to the gateway's currency before processing. Without this feature, the client would not be able to use that gateway.

<div class="docs-alert-info">
<span class="title">Note</span><br />
The system performs the currency conversion using the '''Base Conversion Rate''' in your WHMCS installation at the time of payment.
</div>

To configure this feature:
# Configure at least two currencies at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Currencies]]'''. <div class="docs-alert-info"><span class="title">Note</span><br />The required '''Convert to For Processing''' setting for payment gateways only displays if you have configured at least two currencies.</div>
# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways''', and click '''Manage Existing Gateways'''.
# Set '''Convert to For Processing''' to your desired currency (the currency the gateway requires).
# Click '''Save Changes'''.

The system will send all payments to this gateway in the chosen currency, regardless of which currency the client selected on the order form.

@@ Line 14: / Line 14: @@
 To configure this feature:
 # Configure at least two currencies at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Currencies]]''' or, prior to WHMCS 8.0, '''Setup > Payments > Currencies'''. <div class="docs-alert-info">The required '''Convert to For Processing''' setting for payment gateways only displays if you have configured at least two currencies.</div>
-# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways''', and click '''Manage Existing Gateways'''.
+# Go to the appropriate location for your version of WHMCS:
 # Set '''Convert to For Processing''' to your desired currency (the currency the gateway requires).
 # Click '''Save Changes'''.
 The system will send all payments to this gateway in the chosen currency, regardless of which currency the client selected on the order form.