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How to change default currency?, The invoice currency remains set to USD when I have set my reporting currency to (my new) GBP.
#1
07/05/2013 18:56:32
Hi

Just setting up the system for evaluation purposes and I can't see how to change the default currency in an invoice.

I've a product set at £100 but when I add it to the invoice, the invoice currency is USD.

Any thoughts gratefully received.

Thanks in advance

Graeme
 
 
#2
07/08/2013 12:51:00
Hi,

This issue is being addressed now. We will enable choice of default currency in the cloud product shortly.
 
 
#3
07/08/2013 13:43:49
Thanks for the response. Can you give me some expectation of the timing of this update eg is it a matter of days, weeks or months away?

Graeme
 
 
#4
07/09/2013 11:55:15
We should have options for the invoice currency in a month, maximum.
 
 
#5
07/16/2013 15:04:36
There is a new option now in the currency settings for specifying the default invoice currency.
 
 
#6
12/09/2013 19:53:48
Hi: I have another problem with currency: I use Euro, but when trying to use sales funnel it only shows dollars, so, prices are empty!
Any solution for this?
I use the free version.

Kind regards.
 
 
#7
12/10/2013 11:48:18
Hi Angelica,

Please click on "Edit List" icon & add new List Column "Amount, Euro" in the Sales Funnel Section.




Kind Regards,

Yana.
 
 
#8
03/27/2014 19:54:42
How can we change default currency to EUR instead of USD?
 
 
#9
03/28/2014 11:23:24
Hi Vassilis,

Please go to CRM>Settings>Currencies>EUR>Edit currency>in currency properties please tick (enable) "default invoicing currency".

Kind Regards,

Yana.
 
 
#10
04/17/2014 14:42:53


LS,

I can't seem to change the default currency into euro. What now?

Ingrid
 
 
#11
04/17/2014 16:23:11
Hi Ingrid,

To change the default currency please click settings icon next to the Euro line and click edit.

in the currency properties window - tick "default currency". Save.


Regards,

Yana.
 
 
#12
04/17/2014 17:11:51
Thanks Yana! Found it!
 
 
#13
07/17/2014 13:17:53
Hi,

I have followed this but our leads are still defaulting to USD. How do I get it to default to our currency (ZAR)?
 
 
#14
07/17/2014 13:34:25
Hi Mike,

If you question was about displaying the existing leads list in new default currency - this option is not supported, because all leads will be displayed with the amount & currency chosen during their (lead) creation. But new leads can be created with new currency - you need to choose it from the currencies list in the creation form.

I welcome your suggestion in this scenario - if you find it confusing or uncomfortable. Thanks


Yana.  
 
 
#15
07/17/2014 13:41:39
Hi Yana,

That I understand but I when I create a new lead, the drop down list defaults to USD. I have to manually change to ZAR.

What would work better is if you set your default currency to ZAR, that across the CRM (Leads, deal etc). When a new lead is created, it should default the currency in the list to ZAR, in our case.

Is this possible?
 
 
#16
07/17/2014 14:11:57
I've passed this info to our devs, thank you.

Yana.
 
 
#17
08/19/2014 15:39:32
Hi
I need a default currency in Indian rupees but should also be able to bill in other currencies like USD,CHF etc. I use the free edition. I do not find any currency option under CRM>setting. In fact my setting has only an email template option. How do I default to Indian rupee and also have the possibilit of billingin other currencies?
thanks for your help
Suresh
 
 
#18
08/19/2014 15:52:09
Hi Suresh,

It happens because you don't have access right to the CRM settings part  - only admins & users with option "user can edit settings" in CRM>Settings>access permissions can edit CRM settings part. Please log in under admin or ask your admin to help - he\she should edit your CRM role with the CRM settings access option switched on.

Yana.  
 
 
#19
08/26/2014 15:48:10
Hi,

We've 4 different currencies enabled in our CRM. We need the ability to generate invoice as per the customer geography. Currently, one of the currencies is setup as default and we're unable to select the currency at the time of creating the invoice. Invoice is getting created in the default currency that is set.

Please help.

Thanks,
Manav
 
 
#20
08/28/2014 12:38:52
Hi Manav,

Unfortunately, only one currency can be set as default, so if you need to create an invoice in another currency you need to change the default currency settings.

Yana.
 
 
#21
09/09/2014 16:12:55
How can I get invoicing to be done in different currencies? Currently any invoices raised for any deals irrespective of the currency of the deal can be raised only in the default invoicing currency (which is not an editable field). So for example if my deal is in Indian Rupees, I can only invoice in US Dollars since that is my default invoicing currency. I could set the invoicing currency to Indian Rupees but then for another deal which may be in Singapore Dollars, the invoicing comes up only in the default currency which I would have set to Indian rupees. In short the currency field in invoices is not editable and takes only one option (that of the default currency).

I understand the concept of default currency - it is usually an editable field in other software - just that the default value is what you specify as that may be the majority case so people need not edit it most times. This is how your other custom fields work as well if I define them as a list. Why not the invoice currency?

This would be unusable for us unless fixed. We are paid customers for your software :(
 
 
#22
09/10/2014 11:37:18
Dear Romil,

I understand your arguments, it will be surely taken into account by our dev team. Thanks for bringing this topic up.

Sincerely,

Yana.
 
 
#23
09/10/2014 12:13:23
Thanks Yana for your quick response.

Would you have any timeframes in mind for when this could come out? Otherwise the invoice feature in this is pretty much unusable in a multi currency based customer of yours.
 
 
#24
09/10/2014 12:42:16
Dear Romil,

I've just brought up this issue to the dev team, to be honest I guess not in this fall release, later in 2015.

Kind Regards,

Yana.
 
 
#25
09/12/2014 09:39:36
Thank you. I will look forward to this. Please do let me know when it does get released so that I can come back and check again.
 
 
#26
09/12/2014 12:08:21
Yes, sure.
 
 
#27
01/04/2017 18:14:45
It's been 2 years since Mike's issue (https://www.bitrix24.com/support/forum/messages/forum39/topic3019/message44991/#message44991). I'm having the same problem. Has it been solved?

Cheers
 
 
#28
01/10/2017 17:34:45
Hi David,

Not yet. Thanks for bringing the topic up.

Best,

Yana.
 
 
#29
03/25/2017 05:50:24
Hi Yana,

Relating to David & Mike's request, is the feature going to be added to Bitrix or not?

Thanks, Brgds Allan
 
 
#30
03/28/2017 17:02:32
Hi Yana,

I do understand that we need to go and always change currency in settings when creating the invoices 9and that is fine for us). But we have another problem: when I just did invoice in DKK (danish Krona) and want to go and change something in already created invoice in USD (e.g just fix title) the amount in invoice will be changed to DKK automatically, but as absolute number without even calculating exchange rate. E.g. I had invoice for 1000 USD as draft, then edited it's title and it appeared as 1000 DKK (exchange rates are set corretly in CRM).

Do you have any solution for that?

BR, Yaroslav
 
 
#31
03/29/2017 17:35:35
Hi Yaroslav,

Unfortunately the invoice amount won't be recalculated based on the exchange rate. Thanks for the feedback, we'll pass it to the dev team.

Best,

Yana.
 
 
#32
03/29/2017 18:04:49
Hi Yana,

The problem is not in recalculation of the currency in invoice, the problem is that currency is change (without even message), but amount remains the same.

Yaroslav
 
 
#33
04/06/2017 17:12:43
Quote
when I just did invoice in DKK (danish Krona) and want to go and change something in already created invoice in USD (e.g just fix title) the amount in invoice will be changed to DKK automatically,
I see. Unfortunately, at the moment the system works based on the set invoicing currency only. Thanks for sharing your scenario, we'll think about international sales improvements for Bitrix24.

Best,

Yana.
 
 
#34
08/07/2017 19:54:30
Can we remove the decima number in displaying?

At our country, we don't you , in curency

For example: 9,000.00 = 9,000
 
 
#35
08/07/2017 19:55:44
Quote
Yana Prokopets wrote:
Quote
when I just did invoice in DKK (danish Krona) and want to go and change something in already created invoice in USD (e.g just fix title) the amount in invoice will be changed to DKK automatically,
I see. Unfortunately, at the moment the system works based on the set invoicing currency only. Thanks for sharing your scenario, we'll think about international sales improvements for Bitrix24.

Best,

Yana.
Please help the above question.
 
 
 
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