Issue invoice in Dollars for a client whose defualt currency is not US dollars

[jnet]

a client has paid many invoices over the year in japanese

now he is in US and wants his new invoices to be in US dollars

what should I do?

[sparky]

You will need to close that account and setup a new one in USD

 

If you simply change his currency in his profile all previous invoices and payments will be the same number value but will show as USD and will put all of your figures out.

eg... an invoice for 1,000 JPY will show as 1,000 USD instead of 10.86 USD

 

This is the reason why I force all currencies back to my default currency in my checkout page on the cart. It also makes it easier in admin to only view the 1 currency. Only on my cart pages is where the user can change the currency to view the pricing in their own currency.

[jnet]

Yes exactly, If I change his default currency to US dollars but all his previous invoices will be insane:? the default currency for clients is Japanese yen

so what is the solution? how can I change his only new invoices to US dollars?

How to at least manually issue him invoice in US Dollars.

 

Please note that he is not going to go to cart and place an order

I am just trying to issue him manually a billable yearly invoice in US dollars

[sparky]

so what is the solution? how can I change his only new invoices to US dollars?

The top line of my post is the answer.

 

This problem was brought up during beta testing. Here was the answer.

The option for an admin to change a users currency will be there for if absolutely needed, but it will require either changing or removing of any existing products, invoices & transactions. I would recommend most would close a client and open a new one for a currency change with previous activity, but say if it's requested immediately after an order without having yet paid, the option is there for an admin to make a manual changes if required.

 

Matt

[jnet]

So there is not clean way doing it. I change his default currency and the numbers remain the same ok what effect it has on my monthly or yearly income statistic?

[Damainman]

This is the reason why I force all currencies back to my default currency in my checkout page on the cart. It also makes it easier in admin to only view the 1 currency. Only on my cart pages is where the user can change the currency to view the pricing in their own currency.

 

How can i make sure it works the same way on my WHMCS installation? I would like to do exactly what u did in ur quote. I'm using paypal, and new to WHMCS.

 

Thank you in advance.