Currencies - Revision history

SarahK at 16:22, 7 July 2022

2022-07-07T16:22:44Z

SarahK: /* Auto Updating Rates */

2022-06-28T19:36:30Z

‎Auto Updating Rates

SarahK: /* Auto Updating Rates */

2022-06-28T19:36:21Z

‎Auto Updating Rates

SarahK: /* Base Conversion Rate */

2022-06-28T19:34:35Z

‎Base Conversion Rate

SarahK: /* Base Conversion Rate */

2022-06-28T19:24:13Z

‎Base Conversion Rate

SarahK: /* Base Conversion Rate */

2022-06-28T19:14:46Z

‎Base Conversion Rate

SarahK: /* Manually Setting the Base Conversion Rate */

2022-06-28T19:13:03Z

‎Manually Setting the Base Conversion Rate

SarahK: /* Manually Setting the Base Conversion Rate */

2022-06-28T19:11:40Z

‎Manually Setting the Base Conversion Rate

SarahK: /* Changing the Default Currency */

2022-06-28T19:09:06Z

‎Changing the Default Currency

SarahK: /* Changing the Default Currency */

2022-06-28T18:58:56Z

‎Changing the Default Currency

@@ Line 2: / Line 2: @@
 You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Currencies''', or, prior to WHMCS 8.0, '''Setup > Payments > Currencies'''.
-−
-WHMCS 8.0 includes improved currency support to allow you to enter larger numbers, up to 99 trillion (14 to the left of the decimal and 2 to the right). This allows you to easily work with currencies with large values like Indonesian Rupiahs (IDR), which are (at the time of this document's writing) valued at 14,830.85 IDR to 1 USD.
+<html><a href="http://www.youtube.com/watch?v=LFTVqImvPHw&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
-−
-[[File:Currency99Trillion.png|600px|Currency Values Up To 99 Trillion]]
+== Currencies ==
-−
-==Changing the Default Currency==
+The list of currencies displays all of the currently-configured currencies on your WHMCS installation.
 By default, the base currency on new WHMCS installations is USD.
@@ Line 22: / Line 24: @@
 <html><a href="https://www.youtube.com/watch?v=Px1WjlmGDLw&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
-==Adding/Editing a Currency==
+=== Currency Configuration ===
-−
-<html><a href="http://www.youtube.com/watch?v=LFTVqImvPHw&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
+For each currency, you can configure the following settings:
-The fields for adding or editing a currency are the same:
+You can choose a currency format to match the styling customs of monetary amounts in different currencies.
-*Currency Code — The standard three-letter ISO-4217 code that payment gateways use.
+The following non-decimal currencies '''must''' use the ''1,234'' currency format:
   BYR, BIF, CLP, KMF, DJF', HUF, ISK,
   JP', MGA, PYG, RWF, KRW, VUV
-===Base Conversion Rate===
+==== Base Conversion Rate ====
 You must set a base conversion rate for each currency that you add to WHMCS.
@@ Line 59: / Line 69: @@
 In this example, you would enter <tt>0.81979239</tt> for '''Base Conv. Rate''' while creating or editing a <tt>GBP</tt> currency.
-==Auto Updating Rates==
+=== Specifying Currency in a Link ===
 <div class="docs-alert-info">
@@ Line 65: / Line 79: @@
 </div>
-WHMCS has the built-in capability to retrieve and update the base conversion rate values daily for the following currencies:
+WHMCS can retrieve and update the base conversion rate values daily for the following currencies:
   USD, EUR, JPY, BGN, CZK, DKK, GBP, HUF, PLN, RON, SEK, CHF, ISK, NOK, HRK, TRY, AUD, BRL, CAD, CNY, HKD, IDR, ILS, INR, KRW, MXN, MYR, NZD, PHP, SGD, THB, and ZAR
-For a full list of international currency codes, [http://en.wikipedia.org/wiki/ISO_4217 view ISO-4217].
+For a full list of international currency codes, see [http://en.wikipedia.org/wiki/ISO_4217 ISO-4217].
-You can manually sync the rates using '''Update Exchange Rates'''. You can configure automation with the daily cron in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''', or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
+You can manually sync these rates by clicking '''Update Exchange Rates''' or you can configure updates via the daily cron at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''', or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
-==Auto Updating Prices==
+== Update Product Prices ==
-You can also automatically update prices in currencies other than the base rate using the rates you set. To do this, click '''Update Product Prices'''. You can also set this to run after the daily rates update at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
+You can automatically update prices in currencies other than the base rate using the rates you set.
-==Specifying Currency in a link==
+To do this manually, click '''Update Product Prices''' or set this to run after the daily rates update at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
-==Troubleshooting==
+== Troubleshooting ==
 '''Exchange Rates Update Results - Update Failed for MAD Exchange Rate'''
-You may encounter this error if the currency is not a supported currency in the Auto Updating Rates listed above. Double check and ensure that a supported currency is being used.
+You may encounter this error if the currency is not a supported currency for automatically updating exchange rates (see above). Make certain that you are using a supported currency or, if the currency is unsupported, edit the '''Base Conversion Rate''' manually.

@@ Line 68: / Line 68: @@
   USD, EUR, JPY, BGN, CZK, DKK, GBP, HUF, PLN, RON, SEK, CHF, ISK, NOK, HRK, TRY, AUD, BRL, CAD, CNY, HKD, IDR, ILS, INR, KRW, MXN, MYR, NZD, PHP, SGD, THB, and ZAR
-−
 For a full list of international currency codes, [http://en.wikipedia.org/wiki/ISO_4217 view ISO-4217].

@@ Line 67: / Line 67: @@
 WHMCS has the built-in capability to retrieve and update the base conversion rate values daily for the following currencies:
-USD, EUR, JPY, BGN, CZK, DKK, GBP, HUF, PLN, RON, SEK, CHF, ISK, NOK, HRK, TRY, AUD, BRL, CAD, CNY, HKD, IDR, ILS, INR, KRW, MXN, MYR, NZD, PHP, SGD, THB, and ZAR
+ USD, EUR, JPY, BGN, CZK, DKK, GBP, HUF, PLN, RON, SEK, CHF, ISK, NOK, HRK, TRY, AUD, BRL, CAD, CNY, HKD, IDR, ILS, INR, KRW, MXN, MYR, NZD, PHP, SGD, THB, and ZAR
 For a full list of international currency codes, [http://en.wikipedia.org/wiki/ISO_4217 view ISO-4217].

@@ Line 55: / Line 55: @@
 # Select your default currency in '''From this currency'''. This is the default currency for your WHMCS installation, which is usually USD.
 # Select your second currency from '''To this currency'''. This is the currency that you are currently adding or editing. For example, this could be GBP.
-# Click '''Go'''. The base conversion rate will appear as a conversion of <tt>1</tt> of the default currency to an amount in the second currency. For example:</br>[[Image:Bcr1.png|650px]]
+# Click '''Go'''. The base conversion rate will appear as a conversion of <tt>1</tt> of the default currency to an amount in the second currency. For example:[[Image:Bcr1.png|650px]]
 In this example, you would enter <tt>0.81979239</tt> for '''Base Conv. Rate''' while creating or editing a <tt>GBP</tt> currency.

@@ Line 54: / Line 54: @@
 # Go to [http://www.xe.com/ucc/ The Universal Currency Converter].
 # Select your default currency in '''From this currency'''. This is the default currency for your WHMCS installation, which is usually USD.
-# Select your second currency from '''To this currency'''. This is the currency that you are currently adding or editing.
+# Select your second currency from '''To this currency'''. This is the currency that you are currently adding or editing. For example, this could be GBP.
-# Click '''Go'''. The base conversion rate will appear. For example:</br>[[Image:Bcr1.png|650px]]
+# Click '''Go'''. The base conversion rate will appear as a conversion of <tt>1</tt> of the default currency to an amount in the second currency. For example:</br>[[Image:Bcr1.png|650px]]
 ==Auto Updating Rates==

@@ Line 42: / Line 42: @@
   JP', MGA, PYG, RWF, KRW, VUV
-===Manually Setting the Base Conversion Rate===
+===Base Conversion Rate===
-To calculate the base conversion rate:
+You must set a base conversion rate for each currency that is not the default currency.
 # Go to [http://www.xe.com/ucc/ The Universal Currency Converter].
@@ Line 50: / Line 52: @@
 # Select your second currency from '''To this currency'''.
 # Click '''Go'''. The base conversion rate will appear. For example:</br>[[Image:Bcr1.png|650px]]
-# Enter this rate in '''Base Conv. Rate''' when adding or editing a currency.
 <div class="docs-alert-warning">

@@ Line 12: / Line 12: @@
 <div class="docs-alert-danger">
-'''Do not''' attempt to change the default currency for WHMCS installations that already include invoice or transaction data.
+'''Do not''' attempt to change the default currency for WHMCS installations that already include invoice or transaction data. Instead, add the desired currency to your installation.
 </div>
@@ Line 19: / Line 19: @@
 * The system will attempt to set your default currency to the correct currency for that region.
 * For more information, see [https://help.whmcs.com/m/payments/l/1122770-changing-the-default-currency Changing the Default Currency].
 <html><a href="https://www.youtube.com/watch?v=Px1WjlmGDLw&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>