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Author Topic: Changing Primary Currency in WHMCS  (Read 6876 times)

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Offline Bruno

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Changing Primary Currency in WHMCS
« on: March 13, 2014, 11:51:09 PM »
The primary currency setup in WHMCS account is Indian Rupees (INR) and secondary currency option added is USD. Whenever a customer orders from our website the invoice is generated in INR. All the new and existing customer invoice is generated in INR. In the reports we get to see the Monthly Income, Monthly New Orders Income etc figures in INR.

We had one customer who placed the order by selecting USD currency. His invoice was generated in USD and he paid in USD. This payment was recorded in USD in the billing. As the primary currency is in INR, this USD payment was not reflecting in the Monthly Income, Monthly New Orders Income graph.On /transactions.php we can see the total income at the bottom in both the currencies (INR & USD). Why the USD income doesn't reflect in Monthly Income, Monthly New Orders Income graph?

We want to change the primary currency to USD and make the INR as secondary. If we make this change now, what will be the impact on the customer? The existing customers renewal invoice would be in which currency? How the payments would reflect in Monthly Income, Monthly New Orders Income graph. Please suggest a method to make this change safely.

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Changing Primary Currency in WHMCS
« on: March 13, 2014, 11:51:09 PM »

Offline Turkey

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Re: Changing Primary Currency in WHMCS
« Reply #1 on: March 14, 2014, 01:31:20 AM »
The monthly income report is going to be based off the currency you select from the top.

It will not combine the 2 currencies into a single figure. It will keep them separate due to exchange rates etc or different among them.

Also, it is not recommended changing the currency once you have configured them and have clients/transactions etc.

This is not a easy task to perform and could still end up with issues on invoicing, product pricing etc.

You would need to change the clients for INR to a dummy currency you setup, and then move the USD clients to another dummy currency.

You will need to make the adjustments to the primary and secondary currencies.

Once this is done, you can move the INR clients from the dummy currency back to INR and same goes for USD.

You will have to manually change each client as there is not a way in WHMCS to mass change this.

You will also need to edit the database and make sure the rate is correct in tblaccounts etc.

If you have any further questions, please let me know.
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