How do I set up Multicurrency in the Invoices app?

Updated on January 20, 2022 08:27PM by Admin

During the Signup process itself, you will be asked to identify the country of operation. By default, all apps’ currency fields would be set as per the country of your business.

However, if you have a global business where you reach out to International customers, then you need to set your application according to the currency of the country your customer resides.

By default, all actions will use the default currency of your territory. But, Apptivo has multi-currency feature that allows you to interact with businesses in other regions by switching certain apps to use that region’s currency.

Configuring multicurrency is simple, and will be controlled through each app. Let’s go through the following steps to use this feature in the Invoices app.

Steps to set up multicurrency

  • Log in and click on the Business Settings option from the user menu.
Home Page
  • Click on General → Currencies located in the left navigation panel.
  • In Currencies, enable the "Multi currency" toggle.
Settings
  • By enabling this feature, you can select the required currency from the dropdown.
  • Conversion is to be done manually according to the base currency we set.
Create New
  • Currencies will be updated automatically.
  • Go to the Invoice home dashboard, create a new invoice.
  • The list of currencies added to the Currencies page is listed. Select your preferred currency in the "Currency" field.
  • You can select one type of currency per invoice. Each invoice can use a different type of currency.
Invoices