How do you set up currency conversion?

What are exchange rates in Easyflor?

Exchange rates ensure that Easyflor automatically converts amounts from your default currency (for example Euro) to your customer's currency (for example British Pound or Swiss Franc). The invoice is then automatically displayed in the correct currency to the customer.

Why use exchange rates?

• International customers: You sell to customers abroad who want to pay in their own currency
• Automatic conversion: You don't have to convert manually, Easyflor does it for you
• Professional: Customers see invoices in their own currency
• Prevents errors: No more calculator needed, so no typing mistakes
• Time saving: You set it up once and it works automatically

When do you use exchange rates?

Examples:

• You sell flowers to florists in England (Euro → Pound)
• You have customers in Switzerland (Euro → Swiss Franc)
• You export to Denmark (Euro → Danish Krone)

Part 1: Setting the default currency

Step 1: Go to configuration

1. Click on the "Admin" tile
2. Click on "System"
3. Click on "Configuration"
4. Click on "Localisation"

Step 2: Set the default currency

1. Find the field "Default currency"
2. Choose your default currency (for example EUR)
3. Click on "Save"

Part 2: Setting up exchange rates

Step 1: Go to currency

1. Click on the "Admin" tile
2. Click on "Localisation"
3. Click on "Currency"

Step 2: Choose and set up

1. Click on the currency for which you want to set an exchange rate (e.g., GBP)
2. Click on "Exchange rates"
3. Fill in the date and exchange rate (e.g., 0.85 if 1 EUR = 0.85 GBP)
4. Click on "Save"

Repeat for all currencies

Do this for every currency you use (GBP, CHF, DKK, etc.).

Part 3: Setting currency per customer

Step 1: Go to debtors

1. Click on "Organisation"
2. Click on "General"
3. Click on "Debtors"

Step 2: Set currency for the customer

1. Select the customer
2. Click on "Edit"
3. Choose the correct currency at "Currency" (e.g., GBP for England)
4. Click on "Save"

What happens automatically?

Once you have set everything up, Easyflor automatically converts on every invoice:

Product costs €100 → Customer has GBP set → Exchange rate 0.85 → Invoice shows £85

Important tips

• Update exchange rates regularly — they change daily
• Check rates online via xe.com or Google Finance
• Always test first with one customer and a test invoice
• Note the date for each exchange rate for administration

Summary

To set up currency conversion: first set the default currency via Admin → System → Configuration → Localisation. Then add exchange rates via Admin → Localisation → Currency. Finally, set the correct currency per customer via Organisation → Debtors → Edit. Easyflor then automatically converts on every invoice.