Difference between revisions of "Converting Invoices to a New Currency"
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To configure this feature: | 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> | # 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]]''' | + | # Go to the appropriate location for your version of WHMCS: |
| + | #* For WHMCS 8.6 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]'''. | ||
| + | #* For WHMCS 8.0 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' and choose '''Manage Existing Gateways'''. | ||
| + | #* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''Manage Existing Gateways'''. | ||
# Set '''Convert to For Processing''' to your desired currency (the currency the gateway requires). | # Set '''Convert to For Processing''' to your desired currency (the currency the gateway requires). | ||
# Click '''Save Changes'''. | # 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. | The system will send all payments to this gateway in the chosen currency, regardless of which currency the client selected on the order form. | ||
Latest revision as of 12:19, 14 April 2024
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.
Note
The system performs the currency conversion using the Base Conversion Rate in your WHMCS installation at the time of payment.
To configure this feature:
- Configure at least two currencies at Configuration () > System Settings > Currencies or, prior to WHMCS 8.0, Setup > Payments > Currencies. The required Convert to For Processing setting for payment gateways only displays if you have configured at least two currencies.
- Go to the appropriate location for your version of WHMCS:
- For WHMCS 8.6 and later, go to Configuration () > System Settings > Payment Gateways.
- For WHMCS 8.0 and later, go to Configuration () > System Settings > Payment Gateways and choose Manage Existing Gateways.
- For WHMCS 7.10 and earlier, go to Setup > Products/Services > Payment Gateways and choose 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.