Difference between revisions of "Freeside:4:Documentation:Administrator:Multi-currency"
From Freeside
(Created page with "= Overview = * "Books", all amounts, reports, etc., in main accounting currency * Set of additional currencies accepted on a per-agent basis * Packages have fixed setup and recu…") |
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= Overview = | = Overview = | ||
| − | * "Books", all amounts, reports, etc., in main accounting currency | + | * "Books", all amounts, reports, etc., are in the main accounting currency |
* Set of additional currencies accepted on a per-agent basis | * Set of additional currencies accepted on a per-agent basis | ||
* Packages have fixed setup and recurring prices in each accepted local currency | * Packages have fixed setup and recurring prices in each accepted local currency | ||
| Line 8: | Line 8: | ||
= Configuration = | = Configuration = | ||
| + | * Under Configuration -> Settings, set the '''currency''' configuration value to your main accounting currency, if not USD. | ||
* Under Configuration -> Settings, set the '''currencies''' configuration value to the list of accepted additional currencies. | * Under Configuration -> Settings, set the '''currencies''' configuration value to the list of accepted additional currencies. | ||
* Under Configuration -> Billing -> Currency exchange rates, set the exchange rates from each accepted currency to the main accounting currency | * Under Configuration -> Billing -> Currency exchange rates, set the exchange rates from each accepted currency to the main accounting currency | ||
* Under Configuration -> Resellers -> Agents, edit each agent and enable the currencies accepted by that agent | * Under Configuration -> Resellers -> Agents, edit each agent and enable the currencies accepted by that agent | ||
| − | * Under Configuration -> Packages -> Package Definitions, | + | * Under Configuration -> Packages -> Package Definitions, use the "Per-currency pricing" price plan and set the fixed local prices |
| + | |||
| + | = Usage = | ||
| + | |||
| + | * When adding or editing a customer, set the "Invoicing currency" dropdown to the desired local currency | ||
| + | |||
| + | = Reporting = | ||
| + | |||
| + | * Line item reports show the local billed amounts as "Setup billed" and "Recurring billed" | ||
Latest revision as of 22:18, 10 June 2013
Contents
Overview
- "Books", all amounts, reports, etc., are in the main accounting currency
- Set of additional currencies accepted on a per-agent basis
- Packages have fixed setup and recurring prices in each accepted local currency
- When purchased, conversion rate to main accounting currency (and original amount stored for references)
Configuration
- Under Configuration -> Settings, set the currency configuration value to your main accounting currency, if not USD.
- Under Configuration -> Settings, set the currencies configuration value to the list of accepted additional currencies.
- Under Configuration -> Billing -> Currency exchange rates, set the exchange rates from each accepted currency to the main accounting currency
- Under Configuration -> Resellers -> Agents, edit each agent and enable the currencies accepted by that agent
- Under Configuration -> Packages -> Package Definitions, use the "Per-currency pricing" price plan and set the fixed local prices
Usage
- When adding or editing a customer, set the "Invoicing currency" dropdown to the desired local currency
Reporting
- Line item reports show the local billed amounts as "Setup billed" and "Recurring billed"
