Handling Multi-Currency Invoicing in Britixo CRM UK.

📘 Introduction:

Britixo CRM UK enables your business to invoice international clients effortlessly. The built-in multi-currency feature lets you bill clients in their local currency, automatically adjusting for accurate exchange rates, ensuring your practice management software maintains accurate and professional billing records.

🌍 Step-by-Step: Set Up Multi-Currency Invoicing in Britixo

1. Navigate to Currency Settings

• Go to Settings > Finance > Currencies from your Britixo dashboard.
  
  

2. Add New Currencies

• Click Add Currency.
  
  

• Enter the currency details including:
  
  

• Currency Name (e.g., Euro, US Dollar)
  
  

• Currency Code (e.g., EUR, USD)
  
  

• Currency Symbol (€ or $)
  
  

• Exchange Rate (against your base currency)
  
  

• Click Save.
  
  

You can add as many currencies as needed.

3. Set Client’s Default Currency

To set a specific currency for your client:

• Navigate to Clients and open the client profile.
  
  

• Under the Billing Details, select the preferred Currency from the dropdown.
  
  

• Save the changes.
  
  

4. Create a Multi-Currency Invoice

When creating an invoice:

• Select the client (their currency preference is auto-applied).
  
  

• Items and totals automatically display in the client's currency.
  
  

• You can manually adjust the exchange rate per invoice, if required.
  
  

📅 Automatic Currency Rate Updates

• Britixo allows manual or automatic exchange rate updates.
  
  

• For automatic updates, ensure the feature is enabled under Settings > Finance > Currencies.
  
  

📌 Viewing Reports in Multiple Currencies

• Britixo CRM UK maintains accurate records of currency exchange rates.
  
  

• Generate financial reports to view invoice totals, payments, and outstanding balances in your base currency, ensuring clarity in your business insights.
  
  

✅ Pro Tips:

• Regularly update exchange rates for accuracy in billing and reporting.
  
  

• Clearly communicate payment currency on invoices to avoid confusion.
  
  

• Use multi-currency invoicing to expand your client base internationally.