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Allow multiple currencies per client

Why do we need to set up a different client, should our client request to pay different invoices in different currencies?

542 votes
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    Martin shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    42 comments

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      • Vagelis Antoniadis commented  ·   ·  Flag as inappropriate

        It would be useful to have multiple currencies per customer as we have customers who want to be able to pay in different currencies

      • Don commented  ·   ·  Flag as inappropriate

        Right now, currency is set at Account level in CRM, which then push down to Contacts in Books, and all of transactions .... Sales Order, Invoice, Payment.

        We have cross-border customers, who would buy goods online with USD website, then later would buy goods thru sale reps in Canada (in CAD).... Now we have to create a new CRM account in CAD for that same customer.... And then in DESK, we also see 2 Acct (one in USD and one in CAD) for the same customer....

        Another million vote for multi currency at SO, INV level, instead of at Account (in CRM) or Contact (in Books) level.

      • Expert Learner commented  ·   ·  Flag as inappropriate

        We are ok with only 1 currency, our problem, some times users create the customer with 1 currency and closing the deal they change their minds and now need us to charge en another currency.

        I mean, we need to change the currency only once after the 1st invoice is created.

      • Ethan Lessiter commented  ·   ·  Flag as inappropriate

        This needs to be implemented into Bills and Vendors too.

        Example. I pay a US Reciept with my New Zealand Visa Card... so the Bank Feed Charge is $NZD even tho the reciept is in $USD. It doesn't let me match it

      • Anonymous commented  ·   ·  Flag as inappropriate

        This may be a non-starter for moving to ZohoBooks. I'm looking for LESS effort, not more

        Craig

      • Henrique commented  ·   ·  Flag as inappropriate

        This is an important matter. Do not make sense to be having double created companies in order to fix it. We end up missing or complicating the sales reports or other tools. Lets go zoho, 435 votes is already something...

      • Juan Lizarralde commented  ·   ·  Flag as inappropriate

        We integrate Books with CRM. Having 2 contacts for 2 currencies??? Come on Zoho Books devs... this is so simple, open your minds. Simply allow an override at Invoice level for currency and allow customers to pay invoices in multiple currencies.

        Is Zoho Books really a "Multicurrency system"??????

      • Giuliano Caregnato commented  ·   ·  Flag as inappropriate

        I find it embarrassing that the feature has been requested 3 years ago and nothing has been done in this regard.

        Why ask a question in first place if you are not interested in the answer?

      • Bless commented  ·   ·  Flag as inappropriate

        Our company would benefit greatly from being able to set currencies at invoice rather than customer level!

      • Anonymous commented  ·   ·  Flag as inappropriate

        yes very much required to select multiple currencies like $ , Euro & then convert local currency

      • Anonymous commented  ·   ·  Flag as inappropriate

        this is incredibly important feature. many major software have ti and this global days cant work without it.

      • Auri commented  ·   ·  Flag as inappropriate

        WOW i cannot believe this was not yet implemented since 2015!

      • Auri commented  ·   ·  Flag as inappropriate

        Why it is not yet implemented? Our buyers can buy from various sites that have different currencies. It is a must!

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