Question

mixed currency on customer account

  • 1 November 2023
  • 1 reply
  • 39 views
L
Rank
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  • LisaT
  • Sidekick (Customer)
  • 16 replies

Hi,

Can anybody please advise if there are any issues with a customer account being setup with multiple currencies?

Example: we have a customer who was initially setup in USD but then decided they wanted to pay in GBP.   They are now placing orders again but they are in USD.

Is it possible to setup multiple currencies in their account or is simply a case of relying on the orders being placed in the correct currency on the system by our commercial team?

I work in accounts so want to eliminate any potential problems this will cause regarding raising invoices and payments being received.

Thank you,

Lisa

 

1 reply

F
Rank
Userlevel 6
Badge +19

Hello,

IFS manages perfectly multi-currency customers. When it comes to payment matching, there might be issue if the invoice is in GBP and payment in USD then you may need to manually align the matched balance.

If the default order currency is changed from USD to GBP or vice versa then you can update default currency code on Sales section of Customer window.

Hope this helps

https://superp.solutions/

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