client currency

[VS-fam]

Hi, I wonder if anyone else is having this situation.

 

My base currency is USD and I added EUR, CAD and MXN.

 

Updating rates and prices is working well. But if I set a different currency for a particular customer, the prices for his services won't update. The prefix/suffix changes, but prices remain the same as the base currency, same thing happens with his previous invoices, although they're paid, but I think it's better for paid inovices to not change prefix/suffix because they were already paid with another currency.

 

Also, when trying to create an invoice, there is no option (or I cant find it) to set the currency you want to use for that invoices and is not picking up the currency previously chosen for the client.

 

Anyone ?

 

Thanks

[Matt]

You don't change the currency of an existing customer unless you want all records under that customer to be shown as that currency as the client record holds the currency settings for all their sub-items. A change of the dropdown setting will not update all invoices past and present and transactions to that currency at todays exchange rate as that would be wrong. If the same customer then wants to use a different currency, you would close one account and open a new one.

 

Matt

[VS-fam]

Ok, then this can be added as a feature request

[jozeph]

+1 vote for this feature.

[VS-fam]

About the invoice currency, so there is not a way to manual create a new invoice for a client in a different currency ?

 

Reviewing the currency change issue, I think it may be something that has been overlooked. Since it is something that it can be set, but it applies half way as the prefix/suffix changes, but amounts won't convert.

 

The way Matt describes it makes it look like it's intended that way, but I feel it like a bug maybe ? As I don't see the use for the currency setting per client then or I might not getting it the way it should be.