Using Multiple Currencies
This feature was released in Clientexec 6.7.0
Clientexec now allows you to sell your products using multiple currencies. Currently you need to set the different prices for each currency manually.
To select the currencies you will be using on your Clientexec, go to Settings > Billing > Currencies
If there are currently currencies on the list that you are not intending to use, click the check box next to it and select delete at the bottom.
If there are currencies missing from the list that you intend to use then click the 'Add Currency' button. Then in the dropdown find the 3 digit name for the currency you wish to use, give it a name and for the rate you can just add 1 for now (the explanation on how to change the rates will be further below.).
Next, click the check box next to the currency that you want to make default, then at the bottom select the 'Set Default' button.
Note: Currently the automatic currency rates are just used for Affiliate payout and Account Credit conversion. For now you will need to manually set the price on each product for each different currency.
To set up the Automated Currency Rate Converter, go to Settings > Plugins > Automation Services
Please make sure you have already set up your Cron Jobs. For help with that see here.
In the dropdown select Automatic Currency Rate Converter, select Enabled to Yes and then at the bottom click Update Settings.
Then return to the Dashboard and under Automation Status click on the Execute icon in the Automatic Currency Rate Converter row.
Now on your Currencies Settings page (Settings > Billing > Currencies) you should see the updated rates, with your Default Currency rate being 1.
Exchange Rates
The Automatic Currency Rate Convertor can update the base conversion rates for the following:
USD, EUR, JPY, BGN, CZK, DKK, GBP, HUF, PLN, RON, SEK, CHF, ISK, NOK, HRK, TRY, AUD, BRL, CAD, CNY, HKD, IDR, ILS, INR, KRW, MXN, MYR, NZD, PHP, SGD, THB, and ZAR
For currencies not listed, you will need to edit that currency and add the rate manually. You can get the rate using the Universal Currency Converter . (In the UCC, Enter 1 as the price and the select your Default Currency in the 'From' dropdown and the Currency you want the rate from in the 'To' Dropdown.)
(the above example uses USD as Default so the conversion rate for CAD would be 1.35)
Currently you need to manually convert and add the different currency prices to your products. To do this go to Settings > Products > Products
You can now either add or edit an existing product.
Switch to the Pricing tab.
You will see a tab of different currencies, first select your default currency.
Put the default price for all the Billing Cycles you wish to offer. (note: if you have no set up fee, make sure that box is blank). Also click the 'Allow in Signup' check box. Then at the bottom click 'Save Changes'.
From the Currency tab, select the next Currency you wish to add prices too and fill in all the same Billing Cycles you used in Step 4. You will need to manually convert the price to the new currency, You can use the Universal Currency Converter to help you figure out the price.
Repeat step 5 for all the different currencies you are offering.
Follow steps 4 through 6 for Domains as well if applicable.
Currently you need to manually convert and add the different currency prices to your products. To do this go to Settings > Products > Addons
You can now either add or edit an existing addon.
On the Addon Options tab you will be able to add the options and prices.
You will see a tab of different currencies, first select your default currency.
Put the default price for all the Billing Cycles you wish to offer. (note: if you have no set up fee, make sure that box is blank). Then at the bottom click 'Save Changes'.
From the Currency tab, select the next Currency you wish to add prices too and fill in all the same Billing Cycles you used in Step 4. You will need to manually convert the price to the new currency, You can use the Universal Currency Converter to help you figure out the price.
Repeat step 5 for all the different currencies you are offering.
Currently you need to manually convert and add the different currency prices to your billing types. To do this go to Settings > Billing > Billing Types
You can now either add or edit an existing Billing Types.
On the Billing Types popup you will see a tab of the currencies you are using. Put the price for the default currency then save changes.
You will see a tab of different currencies, first select your default currency.
From the Currency tab, select the next Currency you wish to add prices too and fill the price for that currency. You will need to manually convert the price to the new currency, You can use the Universal Currency Converter to help you figure out the price.
Repeat step 6 for all the different currencies you are offering.
Coupon codes also need to be setup for all the currencies you offer, if you wish to offer a coupon code in that currency.
To add or edit existing coupon codes, go to Settings > Billing > Coupons.
In the Edit Coupon page you will now see a currency tab with all your enabled currencies. First select your default currency and in the 'Discount' field you can enter the percentage or amount and then save. You will need to then switch through each currency tab and enter the percentage or amount (even if its the same as the default currency), if you do not enter the value for a certain currency then users of that currency will not be able to use that coupon code.
You can link to the order signup form with a specific currency by adding the required currency to the URL. For example: yourclientexec.url/order.php?step=1&productGroup=1¤cy=USD
New clients will also be able to select their currency from a dropdown in the footer.
If you do not define the late fees per product but list the late fees using the Late Fee Automation Service you will need to specify the late fee for each currency (and converted to that currency.).
When changing a clients currency to a different one, it will also convert the credit balance, affiliate balance and affiliate commissions to the new currency.
Invoices are now locked to the currency when they were created, so changing a clients currency will not update the invoice's currency.
Clientexec now allows you to sell your products using multiple currencies. Currently you need to set the different prices for each currency manually.
Select Your Currencies
To select the currencies you will be using on your Clientexec, go to Settings > Billing > Currencies
If there are currently currencies on the list that you are not intending to use, click the check box next to it and select delete at the bottom.
If there are currencies missing from the list that you intend to use then click the 'Add Currency' button. Then in the dropdown find the 3 digit name for the currency you wish to use, give it a name and for the rate you can just add 1 for now (the explanation on how to change the rates will be further below.).
Next, click the check box next to the currency that you want to make default, then at the bottom select the 'Set Default' button.
Currency Rate Converter
Note: Currently the automatic currency rates are just used for Affiliate payout and Account Credit conversion. For now you will need to manually set the price on each product for each different currency.
To set up the Automated Currency Rate Converter, go to Settings > Plugins > Automation Services
Please make sure you have already set up your Cron Jobs. For help with that see here.
In the dropdown select Automatic Currency Rate Converter, select Enabled to Yes and then at the bottom click Update Settings.
Then return to the Dashboard and under Automation Status click on the Execute icon in the Automatic Currency Rate Converter row.
Now on your Currencies Settings page (Settings > Billing > Currencies) you should see the updated rates, with your Default Currency rate being 1.
Exchange Rates
The Automatic Currency Rate Convertor can update the base conversion rates for the following:
USD, EUR, JPY, BGN, CZK, DKK, GBP, HUF, PLN, RON, SEK, CHF, ISK, NOK, HRK, TRY, AUD, BRL, CAD, CNY, HKD, IDR, ILS, INR, KRW, MXN, MYR, NZD, PHP, SGD, THB, and ZAR
For currencies not listed, you will need to edit that currency and add the rate manually. You can get the rate using the Universal Currency Converter . (In the UCC, Enter 1 as the price and the select your Default Currency in the 'From' dropdown and the Currency you want the rate from in the 'To' Dropdown.)
(the above example uses USD as Default so the conversion rate for CAD would be 1.35)
Adding Different Currencies To Products
Currently you need to manually convert and add the different currency prices to your products. To do this go to Settings > Products > Products
You can now either add or edit an existing product.
Switch to the Pricing tab.
You will see a tab of different currencies, first select your default currency.
Put the default price for all the Billing Cycles you wish to offer. (note: if you have no set up fee, make sure that box is blank). Also click the 'Allow in Signup' check box. Then at the bottom click 'Save Changes'.
From the Currency tab, select the next Currency you wish to add prices too and fill in all the same Billing Cycles you used in Step 4. You will need to manually convert the price to the new currency, You can use the Universal Currency Converter to help you figure out the price.
Repeat step 5 for all the different currencies you are offering.
Follow steps 4 through 6 for Domains as well if applicable.
Adding Different Currencies To Addons
Currently you need to manually convert and add the different currency prices to your products. To do this go to Settings > Products > Addons
You can now either add or edit an existing addon.
On the Addon Options tab you will be able to add the options and prices.
You will see a tab of different currencies, first select your default currency.
Put the default price for all the Billing Cycles you wish to offer. (note: if you have no set up fee, make sure that box is blank). Then at the bottom click 'Save Changes'.
From the Currency tab, select the next Currency you wish to add prices too and fill in all the same Billing Cycles you used in Step 4. You will need to manually convert the price to the new currency, You can use the Universal Currency Converter to help you figure out the price.
Repeat step 5 for all the different currencies you are offering.
Adding Different Currencies To Billing Types
Currently you need to manually convert and add the different currency prices to your billing types. To do this go to Settings > Billing > Billing Types
You can now either add or edit an existing Billing Types.
On the Billing Types popup you will see a tab of the currencies you are using. Put the price for the default currency then save changes.
You will see a tab of different currencies, first select your default currency.
From the Currency tab, select the next Currency you wish to add prices too and fill the price for that currency. You will need to manually convert the price to the new currency, You can use the Universal Currency Converter to help you figure out the price.
Repeat step 6 for all the different currencies you are offering.
Coupons For Different Currencies
Coupon codes also need to be setup for all the currencies you offer, if you wish to offer a coupon code in that currency.
To add or edit existing coupon codes, go to Settings > Billing > Coupons.
In the Edit Coupon page you will now see a currency tab with all your enabled currencies. First select your default currency and in the 'Discount' field you can enter the percentage or amount and then save. You will need to then switch through each currency tab and enter the percentage or amount (even if its the same as the default currency), if you do not enter the value for a certain currency then users of that currency will not be able to use that coupon code.
Specifying Currency in a Link
You can link to the order signup form with a specific currency by adding the required currency to the URL. For example: yourclientexec.url/order.php?step=1&productGroup=1¤cy=USD
New clients will also be able to select their currency from a dropdown in the footer.
Late Fees
If you do not define the late fees per product but list the late fees using the Late Fee Automation Service you will need to specify the late fee for each currency (and converted to that currency.).
Other Information
When changing a clients currency to a different one, it will also convert the credit balance, affiliate balance and affiliate commissions to the new currency.
Invoices are now locked to the currency when they were created, so changing a clients currency will not update the invoice's currency.
Updated on: 21/10/2023
Thank you!