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Joy VFSC
Level 2

Assign multiple currencies to one customer

How can I assign multiple currencies to one customer and have an option to choose which currency (USD / Euro / Dirham) I will choose in the invoice.

 

Thanks in advance!

Solved
Best answer November 27, 2018

Best Answers
JenoP
Moderator

Assign multiple currencies to one customer

Hi there, Joy.

 

For now, you can only assign one currency per customer. You might want to create different customer profiles for each currency. Then, create an invoice on that profile based on the currency that you will be using.

 

Just make sure to label each profile or add a unique character since you can't use the exact same name twice. For example, add USD, Euro, or Dirham at the end of their names so it's also easier to select which one to use when creating an invoice.

 

We have more details about this feature in this Help article: About Multicurrency

 

In addition, let's send a feature request about assigning multiple currency on a single customer. You can send it through the Gear icon and click Feedback.

 

Feel free to reply to this thread if you need anything else.. We're always here to help.

 

 

View solution in original post

4 Comments 4
JenoP
Moderator

Assign multiple currencies to one customer

Hi there, Joy.

 

For now, you can only assign one currency per customer. You might want to create different customer profiles for each currency. Then, create an invoice on that profile based on the currency that you will be using.

 

Just make sure to label each profile or add a unique character since you can't use the exact same name twice. For example, add USD, Euro, or Dirham at the end of their names so it's also easier to select which one to use when creating an invoice.

 

We have more details about this feature in this Help article: About Multicurrency

 

In addition, let's send a feature request about assigning multiple currency on a single customer. You can send it through the Gear icon and click Feedback.

 

Feel free to reply to this thread if you need anything else.. We're always here to help.

 

 

Joy VFSC
Level 2

Assign multiple currencies to one customer

Appreciate the help JenoP :) Thanks a million!:smileywink:

Joy VFSC
Level 2

Assign multiple currencies to one customer

Appreciat the help, JenoP :) Thanks a lot!

JenoP
Moderator

Assign multiple currencies to one customer

Hi again, @Joy VFSC.

 

You're always welcome! Just visit us again anytime you need help. :)

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