Multi-Currency
Bill different clients in different currencies. Each deal has one currency, and reports keep currencies separate — converting to your base currency only where it’s explicitly marked.
Supported Currencies
| Code | Currency | Code | Currency |
|---|---|---|---|
| INR | Indian Rupee | AUD | Australian Dollar |
| USD | US Dollar | CAD | Canadian Dollar |
| EUR | Euro | JPY | Japanese Yen |
| GBP | British Pound | BHD | Bahraini Dinar |
| AED | UAE Dirham | SAR | Saudi Riyal |
| SGD | Singapore Dollar | MYR | Malaysian Ringgit |
One Currency per Deal
You pick the currency when creating a deal. Every payment plan, payment, and refund on that deal uses the same currency, and each client can carry a default currency to pre-fill new deals.
The currency is locked once payments exist on a deal. To bill the same client in another currency, create a separate deal.
Currencies in Reports
Payment reports group every total by currency — collection summary cards, aging buckets, and client rows are shown per currency, never summed together.
The one place currencies meet is the cash-flow forecast: choosing “All currencies” converts foreign amounts to the base currency (INR) and shows an approximate (≈) combined total, with the converted value alongside each row’s original amount.
Exchange Rates
Conversion uses daily-updated market exchange rates:
- Latest rates are fetched automatically and cached — no setup or API keys needed
- Historical rates by date are available for past conversions
- Converted figures are always marked ≈ approximate, since rates update daily
Converted totals are for reporting only. The amounts actually recorded on deals, plans, payments, and refunds always stay in the deal’s own currency.