Vtiger Customization: Automatically Convert Currency on Invoice

Our client has a wide range of customers from around the world who use different currencies.  This made invoicing a difficult process where our client had to change the price on each individual invoice.

To automate this process, we created a tool that:

  • Converts the currency price on the invoice through the use of a pick list
    • Conversion rates are pulled from the price books which update daily for the most accurate price
Currency Conversion Pick List on Invoice:
 Price Book Conversion Rate Field:

Contact us to learn more or for help with your Vtiger CRM!

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