Configure Currencies

Summary - Configure Currencies

Feature
Multi-Currency
You Need
Understand which currencies your company bills in
Code
None
Difficulty
◎◎◎◎

1. Add a new currency

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Field Description
Currency Required The type of currency your company would like to add. 
Conversion Setting Required
  • Have Advanced Billing Handle the Conversion - Maxio will pull from current exchange conversions and update it automatically.
  • Set a Specific Conversion Rate - Set a specific conversion rate between this currency and your home currency.
Set Specific Conversion Rate Only Required if you selected the "Set a Specific Conversion Rate" option. This will set the conversion rate between it and your home currency.

 

(Optional) Setup Definitive Pricing for other Currencies

1. Edit Product or Component

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2. Set Definitive Pricing for a Price Point

You can specify up to 10 decimal places for currency prices.

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3. Select "Define Converted Prices"

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4. Set the specific Converted Price in Home Currency

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Field Description
Converted Price Required Type in the amount of money you'd want to receive in your home currency for this price point. The converted amount in your newly added currency will appear under "Converted Primary Currency Price".

 

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