Britixo CRMBritixo CRM Enterprise Help Centre
Connected Britixo help topic

Currency help index

Every Britixo help article connected to currency is collected here. Open a guide for the exact workflow, then follow linked terms and related guides across CRM features, Accounting & Bookkeeping and Appointments & Scheduling.

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01Britixo CRM workspace overviewUnderstand how customers, sales, projects, support and reporting connect in one workspace.Getting started02Understand roles, permissions and visible menusLearn why different users see different menu options and how permissions protect customer and financial data.Getting started03Use global search to find CRM recordsFind customers, contacts, leads, invoices, projects, tasks and other records without opening each module.Getting started04Create and manage remindersCreate time-based reminders linked to customers, sales records and other supported items.Dashboard and navigation05Use bulk PDF exportCreate downloadable PDF packages for supported sales records in a controlled batch.Dashboard and navigation06Create a customerCreate a company or individual customer record with billing, shipping and account details.Customers and contacts07Edit customer profile and account informationUpdate customer identity, address, website, currency, language and account settings.Customers and contacts08Add and manage customer contactsCreate portal-enabled contacts, assign email permissions and control contact status.Customers and contacts09Configure customer contact permissionsChoose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.Customers and contacts10Manage customer billing and shipping addressesMaintain reusable billing and shipping details for accurate documents and tax handling.Customers and contacts11Use customer groupsSegment customers for reporting, pricing context and operational organisation.Customers and contacts12Assign staff members to customersRestrict or organise customer ownership by assigning responsible staff.Customers and contacts13Upload and share customer filesStore attachments and control whether each file is visible in the client portal.Customers and contacts14Add notes and reminders to a customerRecord internal context and schedule follow-up without exposing private notes to the client.Customers and contacts15Import customers and contactsPrepare a structured import file, map fields and review results before using imported records.Customers and contacts16Deactivate or delete a customer safelyUnderstand the difference between status changes and deletion, including linked-record restrictions.Customers and contacts17Convert a lead to a customerCreate a customer and contact from a qualified lead while carrying forward relevant information.Leads and sales pipeline18Create a proposalPrepare a persuasive sales proposal linked to a lead or customer.Proposals, estimates and requests19Edit proposal content and itemsUpdate subject, recipient, dates, currency, items, terms and rich proposal content.Proposals, estimates and requests20Send a proposal by emailSend the client-facing proposal link using the configured email template.Proposals, estimates and requests21Track proposal status and acceptanceReview open, revised, accepted and declined activity and preserve acceptance information.Proposals, estimates and requests22Convert a proposal to an estimate or invoiceReuse accepted proposal information to create the next sales document without retyping items.Proposals, estimates and requests23Create an estimateBuild a priced estimate for a customer with items, taxes, discount, dates and terms.Proposals, estimates and requests24Send and manage an estimateEmail, download, copy, update status and review client acceptance or decline activity.Proposals, estimates and requests25Convert an estimate to an invoiceGenerate an invoice from an approved estimate while preserving customer and line-item details.Proposals, estimates and requests26Use estimate pipeline viewReview estimates visually by status and open records directly from the pipeline.Proposals, estimates and requests27Receive and manage estimate requestsReview customer or public requests, assign staff, change status and convert qualified requests.Proposals, estimates and requests28Create an estimate request formDesign and publish a request form with the fields needed to qualify work.Proposals, estimates and requests29Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.Proposals, estimates and requests30Create an invoiceIssue a customer invoice with accurate dates, currency, items, tax, discount and payment terms.Invoices, payments and credit notes31Edit a draft invoiceCorrect customer details, line items, dates and terms before the invoice is finalised or paid.Invoices, payments and credit notes32Send an invoice to a customerDeliver the client portal link and PDF using the invoice email template.Invoices, payments and credit notes33Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.Invoices, payments and credit notes34Understand recurring invoice generationLearn how cron, next invoice date and recurrence limits control automated invoice creation.Invoices, payments and credit notes35Record an invoice paymentApply an offline or manually confirmed payment with amount, date, mode and transaction reference.Invoices, payments and credit notes36Record a batch paymentAllocate one received amount across multiple outstanding invoices when supported by the selected records.Invoices, payments and credit notes37Send overdue invoice noticesSend a controlled reminder and understand automated overdue reminder settings.Invoices, payments and credit notes38Pause and resume overdue remindersTemporarily stop automatic overdue messages for a specific invoice and resume them later.Invoices, payments and credit notes39Create a credit noteIssue a credit against a customer account with items, taxes and an explanatory reference.Invoices, payments and credit notes40Create a credit note from an invoiceReuse invoice lines when reversing or adjusting all or part of a billed amount.Invoices, payments and credit notes41Apply credit to an invoiceAllocate available customer credit to one or more outstanding invoices.Invoices, payments and credit notes42Record and manage a credit note refundDocument money returned to the customer and maintain the remaining credit balance.Invoices, payments and credit notes43Export invoices and sales PDFsDownload individual or grouped invoice documents for audit, customer service or archiving.Invoices, payments and credit notes44Understand subscriptions in Britixo CRMLearn how recurring online billing differs from recurring invoices and when each model is appropriate.Subscriptions and recurring revenue45Create a customer subscriptionConfigure a recurring plan with customer, billing interval, amount, tax and gateway information.Subscriptions and recurring revenue46Edit and synchronise a subscriptionUpdate supported local settings and synchronise the CRM record with its payment provider.Subscriptions and recurring revenue47Send a subscription link by emailInvite the customer to review and complete the subscription flow through the client-facing link.Subscriptions and recurring revenue48Cancel or resume a subscriptionControl recurring billing while preserving the history and gateway relationship.Subscriptions and recurring revenue49Configure online payment gatewaysEnable supported gateways, add credentials, select currencies and test checkout before production use.Subscriptions and recurring revenue50Troubleshoot subscription and webhook updatesDiagnose missing status changes, failed charges and webhook or cron communication problems.Subscriptions and recurring revenue51Create an expenseRecord a business cost with category, date, amount, tax, payment mode, customer or project relationship.Expenses, items and finance setup52Attach a receipt to an expenseUpload supporting evidence and keep the file linked to the expense record.Expenses, items and finance setup53Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.Expenses, items and finance setup54Convert a billable expense to an invoiceCharge a customer for an eligible expense while preserving the source relationship.Expenses, items and finance setup55Import expensesPrepare and validate expense data for controlled bulk import.Expenses, items and finance setup56Configure expense categoriesCreate consistent categories for entry, filtering and reporting.Expenses, items and finance setup57Create products and servicesMaintain reusable descriptions, rates, tax defaults and item groups for sales documents.Expenses, items and finance setup58Import and organise invoice itemsBulk-load items, group them logically and keep standard rates current.Expenses, items and finance setup59Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.Expenses, items and finance setup60Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.Expenses, items and finance setup61Configure payment modesDefine offline payment methods and control which options are shown to customers.Expenses, items and finance setup62Create a projectSet up a customer project with dates, billing type, members, progress and visibility options.Projects, tasks and time tracking63Record project expensesCreate project-related costs and mark eligible expenses billable to the customer.Projects, tasks and time tracking64Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.Projects, tasks and time tracking65Create a support ticketLog a customer or internal support request with contact, department, service, priority and message.Support and knowledge base66Publish or hide knowledge base contentControl whether an article is available to customers and public visitors.Support and knowledge base67Review knowledge base performanceUse article views and usefulness feedback to improve self-service content.Support and knowledge base68Create a contractCreate a customer contract with subject, value, dates, type and rich contract content.Contracts and documents69Manage contract comments, notes and attachmentsKeep internal context, customer collaboration and supporting files organised.Contracts and documents70Schedule an invoice emailChoose a future date and time for an invoice message.Email and communications71Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.Email and communications72Use sales reportsAnalyse invoices, payments, estimates, proposals, items, taxes and credit notes.Reports, goals and surveys73Use expenses and income reportsCompare operational costs and revenue over selected periods.Reports, goals and surveys74Use customer reportsReview customer acquisition, groups and account-level performance.Reports, goals and surveys75Use lead reportsMeasure lead volume, source, status, conversion and monthly trends.Reports, goals and surveys76Use timesheet reportsReview tracked time by staff, project, task and period.Reports, goals and surveys77Create and manage goalsSet measurable targets, assign responsibility and review progress toward the selected goal type.Reports, goals and surveys78Create a surveyBuild a questionnaire with ordered questions, descriptions and publication settings.Reports, goals and surveys79Send a survey and manage mailing listsInvite selected contacts or imported email lists and avoid duplicate sends.Reports, goals and surveys80Review survey resultsAnalyse individual answers and aggregate response patterns.Reports, goals and surveys81Help a client view and pay invoicesGuide a customer through invoice details, PDF download and available online payment options.Client portal82Help a client review estimates and proposalsExplain how customers view, comment, accept or decline supported sales documents.Client portal83Troubleshoot missing client portal sectionsCheck contact permissions, customer relationship, document status and visibility settings.Client portal84Export CRM dataGenerate supported data exports for portability, audit or controlled analysis.Data, privacy and security85Review the activity logAudit important staff and system actions and clear logs only under an approved retention policy.Data, privacy and security86Manage spam filters and blocked sendersReduce unwanted support traffic while avoiding over-broad rules that block valid customers.Data, privacy and security87Configure general system settingsManage company, localisation, finance, customers, tasks, support, cron and other application options.System settings and customisation88Generate and export an e-invoiceValidate the configured template and create the supported electronic invoice output.Enterprise modules and integrations89Accounting & Bookkeeping module overviewUnderstand the complete Britixo Accounting & Bookkeeping workspace, its menu structure and how operational CRM records become double-entry accounting transactions.Accounting & Bookkeeping90Understand double-entry accounting in BritixoLearn how debits, credits, source records, ledger accounts and balanced journal lines work inside the module.Accounting & Bookkeeping91Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping92Configure general Accounting settingsSet the financial-year, accounting basis, book-closing and automatic-conversion defaults used throughout the module.Accounting & Bookkeeping93Create and edit a Chart of Accounts accountAdd a ledger account with the correct type, detail classification, number, name and opening information.Accounting & Bookkeeping94Use account registersReview ledger activity by account, inspect balances and trace transactions back to their source records.Accounting & Bookkeeping95Configure sales invoice account mappingsDefine how customer invoices post to accounts receivable, income, discounts, taxes and item-specific accounts.Accounting & Bookkeeping96Accounting transaction centre overviewReview operational records by source type, see conversion status and open the accounting details created from each record.Accounting & Bookkeeping97Convert sales invoices to AccountingCreate balanced accounting entries from eligible Britixo CRM customer invoices and review the receivable, income and tax lines.Accounting & Bookkeeping98Troubleshoot unconverted or incorrectly mapped transactionsFind why a source record did not convert or posted to unexpected ledger accounts.Accounting & Bookkeeping99Banking workspace overviewManage bank accounts, connected or imported feeds, posted transactions, matching and bank reconciliation from one permission-aware area.Accounting & Bookkeeping100Create and manage an Accounting bank accountAdd the bank or cash account used by feeds, registers, checks, transfers and reconciliation.Accounting & Bookkeeping101Configure Plaid bank-feed settingsSet the environment and connection values used by the optional Plaid integration before connecting bank accounts.Accounting & Bookkeeping102Connect and sync a bank feedConnect an Accounting bank account to Plaid and retrieve eligible external bank transactions into the feed review queue.Accounting & Bookkeeping103Create a bank transferMove value between two owned cash or bank accounts without treating the movement as income or expense.Accounting & Bookkeeping104Create and edit a supplier billRecord a supplier liability with accurate vendor, dates, lines, accounts, tax, memo and attachments.Accounting & Bookkeeping105Configure Accounting currency ratesMaintain exchange rates used by supported multi-currency accounting and reporting workflows.Accounting & Bookkeeping106Retrieve online currency rates and review logsFetch available exchange rates from the configured online source and audit the retrieval results before use.Accounting & Bookkeeping107Modify income statement presentationCreate controlled presentation rules for Profit & Loss and related income-statement output without changing the underlying ledger transactions.Accounting & Bookkeeping108Reset Accounting configuration or data safelyUnderstand the module's reset actions and use them only in an authorised recovery or pre-production process.Accounting & Bookkeeping109Remove invalid or wrongly mapped Accounting entriesUse the module's maintenance actions only after identifying the exact invalid record or mapping problem and protecting audit history.Accounting & Bookkeeping110Use Balance Sheet reportsReview assets, liabilities and equity as of a selected date through standard, detail, summary and comparison views.Accounting & Bookkeeping111Export, print and filter Accounting reportsProduce controlled PDF, spreadsheet or printed outputs with enough filter context to be reproducible.Accounting & Bookkeeping112Configure appointment invoice and tax settingsChoose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax.Appointments & Scheduling