💱 Documents in another currency

Your workshop's currency is the reference one: new documents start with it, your costs are in it, and Finance and each customer's totals are added up in it. An administrator chooses it in General settings.

---

The exchange rate

It's the reference rate of the European Central Bank, or of the Banca d'Italia for the currencies the ECB doesn't publish.

Loading diagram…

What	Which rate	When it's set
Order	That of the order's date	On saving
Quote	That of its date	On saving
Order created from a quote	That of the day it's accepted; the quote keeps its own	On accepting
Marketplace order	That of the payment date. The currency is your store's and can't be changed	When it comes in
Catalogue product added to a line	The document's	On adding it
Invoice	The official one of the issue date, added by the invoicing service (neither the order's nor the one you typed by hand)	On issuing
Expense	That of the expense's date: see Finance	On saving

---

The rate field

Next to the Currency you'll see the rate field, for example 1 USD in GBP, with its source and date underneath (ECB · 25/09/2026).

Situation	What you'll see
You haven't saved yet	"The day's exchange rate is set when you save".
You changed the document's date	The rate is still the old one, with the amber warning "The rate is from another date: press the arrows to update it". The arrows set the rate of the date it now has.
You typed your own rate (for example, your bank's)	Manual rate. Leave it empty to go back to the reference one.
There's no rate for that date	In amber, "No exchange rate for that date". The document shows as not converted in the totals until it has one or you type one.

Next to it is the converted total (≈), for example Total in GBP: that's what's added up in Finance. Every change of currency or rate is recorded in the History.

---

Prices, cost and margin

• Catalogue products are converted. Their price is in your workshop's currency: when you add one it's converted to the document's at its rate, and the original price stays below the line, in small print. You can touch up the converted one (round it, for example). On a quote, Reload product converts it again; if there's no rate for that date, the line keeps the catalogue price and warns you to review it.
• The cost stays in your workshop's currency (it comes from your pieces and inventory) and the margin compares the converted price with it. The margin is always shown in your workshop's currency.

---

What the customer sees

• The customer gets everything in the document's currency. The ≈ is just for you.
• A quote's PDF is entirely in its currency: the equivalent isn't printed. If the symbol can't be drawn in the PDF, its code is printed instead (for example PLN).
• If you invoice the order, the invoice is in the order's currency (and its conversion, as the table above says).

---

Totals and lists

Where	How it looks
Order and quote lists, Total column	In the document's currency and, below it, the ≈ in yours.
An order's header	Under the large figure, the ≈ in your workshop's currency.
Quotes' Open amount	Converted sum; if any has no rate, below it you'll see "N in another currency not converted".
Finance, customer totals	Sums converted to your workshop's currency.

If the workshop's currency is changed, what already existed keeps its currency and isn't recalculated: documents in the previous currency can no longer be converted and show as "not converted" in the totals. More in General settings.

An expense can also be in another currency: it's explained in Finance.