Difference between revisions of "Currencies"
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| − | You can configure the currencies you wish to use in your WHMCS installation in ''' | + | You can configure the currencies you wish to use in your WHMCS installation in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payments > Currencies'''. |
| − | By default, the base currency is USD. You can edit this, and should change it to your home currency if it's not USD. | + | By default, the base currency is USD. You can edit this, and should change it to your home currency if it's not USD. You can then add additional currencies. |
==Changing the Default Currency== | ==Changing the Default Currency== | ||
You can find a guide to changing the system default currency [https://help.whmcs.com/m/payments/l/1122770-changing-the-default-currency here]. | You can find a guide to changing the system default currency [https://help.whmcs.com/m/payments/l/1122770-changing-the-default-currency here]. | ||
| − | <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> | + | <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== | ==Adding/Editing a Currency== | ||
| − | <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> | + | <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> |
| − | The fields for adding or editing a currency are the same. | + | The fields for adding or editing a currency are the same. Below is an explanation of each of these: |
*Currency Code — The standard three-letter ISO-4217 code that payment gateways use. | *Currency Code — The standard three-letter ISO-4217 code that payment gateways use. | ||
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To find the base conversion rate: | To find the base conversion rate: | ||
#Go to [http://www.xe.com/ucc/ The Universal Currency Converter]. | #Go to [http://www.xe.com/ucc/ The Universal Currency Converter]. | ||
| − | #Select your default currency in | + | #Select your default currency in '''From this currency'''. |
| − | #Select your second currency from | + | #Select your second currency from '''To this currency'''. |
#Click Go. | #Click Go. | ||
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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, [http://en.wikipedia.org/wiki/ISO_4217 view ISO-4217]. | ||
| − | You can manually sync the rates using | + | You can manually sync the rates using '''Update Exchange Rates''' on the currencies page. You can configure automation with the daily cron in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings'''. |
==Auto Updating Prices== | ==Auto Updating Prices== | ||
| − | WHMCS also provides the ability to automatically update the prices in currencies other than the base rate based on the rates you set. You can invoke this manually from the currencies page | + | WHMCS also provides the ability to automatically update the prices in currencies other than the base rate based on the rates you set. You can invoke this manually from the currencies page by clicking '''Update Product Prices''', or have it run after the daily rates update in '''Setup > Automation Settings'''. |
==Specifying Currency in a link== | ==Specifying Currency in a link== | ||
You can link to the order form with a specific currency by simulating the actions for the form. For example, <tt>cart.php?currency=1 cart.php?currency=2</tt>. | You can link to the order form with a specific currency by simulating the actions for the form. For example, <tt>cart.php?currency=1 cart.php?currency=2</tt>. | ||
Revision as of 13:26, 4 August 2020
You can configure the currencies you wish to use in your WHMCS installation in Configuration () > System Settings > Payments > Currencies.
By default, the base currency is USD. You can edit this, and should change it to your home currency if it's not USD. You can then add additional currencies.
Contents
Changing the Default Currency
You can find a guide to changing the system default currency here.
Watch the video tutorial for this feature 
Adding/Editing a Currency
Watch the video tutorial for this feature
The fields for adding or editing a currency are the same. Below is an explanation of each of these:
- Currency Code — The standard three-letter ISO-4217 code that payment gateways use.
- Prefix — The text or symbol to display before the amount.
- Suffix — The text or symbol to display after the amount.
- Format — The format style for currencies.
- Base Conv. Rate — The rate by which to divide amounts in this currency to get to the base currency. For example, USD to GBP could be 1.5.
To find the base conversion rate:
- Go to The Universal Currency Converter.
- Select your default currency in From this currency.
- Select your second currency from To this currency.
- Click Go.
The base conversion rate will appear. For example:
The first currency is the default. If you want to define a default currency, you must edit the currency code and set it to the new default currency.
Auto Updating Rates
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, EEK, GBP, HUF, LTL, LVL, PLN, RON, SEK, CHF, NOK, HRK, RUB, TRY, AUD, BRL, CAD, CNY, HKD, IDR, INR, KRW, MXN, MYR, NZD, PHP, SGD, THB, and ZAR
For a full list of international currency codes, view ISO-4217.
You can manually sync the rates using Update Exchange Rates on the currencies page. You can configure automation with the daily cron in Configuration () > System Settings > Automation Settings.
Auto Updating Prices
WHMCS also provides the ability to automatically update the prices in currencies other than the base rate based on the rates you set. You can invoke this manually from the currencies page by clicking Update Product Prices, or have it run after the daily rates update in Setup > Automation Settings.
Specifying Currency in a link
You can link to the order form with a specific currency by simulating the actions for the form. For example, cart.php?currency=1 cart.php?currency=2.