Difference between revisions of "Currencies"
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| − | '''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. |
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* The system will attempt to set your default currency to the correct currency for that region. | * 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]. | * For more information, see [https://help.whmcs.com/m/payments/l/1122770-changing-the-default-currency Changing the Default Currency]. | ||
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<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> | <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> | ||
Revision as of 19:09, 28 June 2022
WHMCS supports all global currencies as well as syncing of product prices across currencies. Currency support applies to all currency values throughout WHMCS (for example, product and addon pricing). You can change WHMCS's currency and set conversion rates from within the Admin Area.
You can access this feature at Configuration () > 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.
Contents
Changing the Default Currency
By default, the base currency on new WHMCS installations is USD.
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.
If your installation does not contain any transaction or invoice data, you can change this by selecting the country for that currency in the General tab at Configuration () > Setup Wizard.
- The system will attempt to set your default currency to the correct currency for that region.
- For more information, see Changing the Default Currency.
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:
- 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.
Choosing the Currency Format
A range of different currency formats are offered to match the styling customs of monetary amounts in different currencies from which you can choose.
The following non-decimal currencies must use the 1,2345 currency format:
BYR, BIF, CLP, KMF, DJF', HUF, ISK, JP', MGA, PYG, RWF, KRW, VUV
Manually Setting the Base Conversion Rate
To calculate 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 uses the ECB API to retrieve exchange rates. Only the currencies listed below are supported for 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, 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, view ISO-4217.
You can manually sync the rates using Update Exchange Rates. You can configure automation with the daily cron in Configuration () > System Settings > Automation Settings, or, prior to WHMCS 8.0, Setup > Automation Settings.
Auto Updating 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 () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings.
Specifying Currency in a link
You can link to the order form with a specific currency by adding the required actions to the URL. For example, cart.php?currency=1 or cart.php?currency=2.
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.
If the currency is not supported for auto-updating, you can edit the Base Conversion Rate at Configuration () > System Settings > Currencies.